I’m in the process of consolidating and migrating a number of groups and have successfully merged everything except the members.
Is there an automation or other method that will allow me to add the existing members of one group to another?
Thanks!
I’m in the process of consolidating and migrating a number of groups and have successfully merged everything except the members.
Is there an automation or other method that will allow me to add the existing members of one group to another?
Thanks!
It would have to be a custom automation or REST integration. I would review the API Documentation
Thanks Patrick. Hopefully there's an automation that would work, as the API route would require a business case and developer. Thanks for the reply.
Yes, Justin Lee you would need to write an automation to copy across the members
From the brief description of your requirement I think you would need to look at $core_v2_groupUserMember to list and add the users as appropriate, It may get more complicated if users are also linked to the groups via role as you would also need to add the roles to the new group.
You will still need to get a developer involved as there is nothing ootb to cover this
Thanks Karl, I’ll look into this. We don’t currently use roles to add members to groups.
I’ve realized that changing groups to public/open membership and moving them under a top level group hasn’t fully achieved the outcome of giving existing members search access to content in other groups unless they first navigate to the other groups and join them.
So the question becomes, “what’s the best way to accomplish this?”
My sense is that it’s not very efficient to keep these groups separate with open membership permissions, as it would require users to manually join them. Would it make more sense to change the groups to joinless, or create a role that adds everyone to a set of groups, or something else?
I ran into this challenge previously. When we first launched our Verint community (migrated from Jive), we created a separate group for each of our products (say 10-15 groups). The idea was that our customers could selectively join each group for the products they have. However, this ended up being confusing and disjointed as customers have multiple products and they work together as a platform, so there was content being posted all over the place.
Eventually, the lesser-used and "add-on" groups were rolled into a few primary groups (i.e. it was like if Verint had a separate group for Forums, Blogs, Wikis, Articles, etc. instead of the forums for Verint Community 11.x, Verint Community 12.x, etc. as we have here). These were all Open before and after the consolidation, allowing our customers to more easily find the content, but the consolidation made this much easier. We now have one "Help Forums" group (joinless) and a few of our key product groups underneath that (Public Open). When users search on that Help Forums page, it searches all 4 subgroups and allows the user to specify where the question should be posted. Customers are expected to join the groups for the product(s) they use so they are notified appropriately.
I feel like this approach has worked well for us and our customers. We were previously organizing our community based on our internal departments and processes but changed it to focus on the way our customers operate and what their goals/intentions are by accessing our site. It may vary based on your organization, but looking at the user's workflow may help.
You may also want to look at a few Marketplace items that could help your situation, such as these to automate things for your users:
Finally, if you're not already and if you have the budget for it, you might find value in engaging with a Verint partner to help you map this out and make the necessary changes as they'll be able to get a feel for your specific use case(s) and help you navigate best practices. I've been a Social Edge client for almost a decade and these are definitely the types of big-picture ideas I bounce off them for help (I assume 4 Roads and 3sides do the same, but I'll leave that to Karl Barber and other partners to confirm ) You can also check out the replies on Contractor to help solve issues between 11.1 to 12.1 upgrade. to see a bunch of team members from the different partners chiming in.
Sorry that this isn't a specific answer, but I hope it spawns some ideas!
Alex, I can’t thank you enough for the thorough and excellent response. This is very helpful and gives me a lot to think about.
I will be engaging with one or more of the Verint partners during our next budgeting cycle but wanted to spend the Fall getting more acquainted with the platform and make some iterative improvements with what’s available OOTB.
Again, thank you! This was much better than a specific answer. I appreciate it.
Glad it helped, and good luck with the budgeting cycle (we all know how fun that can be ). Feel free to reach out if you have any other questions about everything I wrote above!
Glad it helped, and good luck with the budgeting cycle (we all know how fun that can be ). Feel free to reach out if you have any other questions about everything I wrote above!