To keep information secure and workflows efficient, Rekonnect uses a structured system of user roles. Each role comes with specific permissions that define what users can access, manage, or modify within the platform. Understanding these roles is essential for setting up and maintaining a well-organized MedTech training environment.
User Roles in Rekonnect:
User Roles in Rekonnect define what each person can see, do, and manage within the system. Roles help maintain security, structure, and smooth collaboration between internal teams, distributors, and customers.
📌 To find out what your role is, navigate to the dashboard and your role is displayed underneath your profile photo on the left-hand side above the menu.
Primary User Roles:
The primary user roles are:
Product User
Group Administrator
Customer Administrator
Market Administrator
Owner Administrator
About Product Users:
Product Users have the most limited access. They can view assigned Products, Trainings, and Courses, but cannot manage content or users.
📌 Product users only have access to the user portal, and no access to the dashboard so they are the most restricted role.
About Group Administrators:
Group Administrators manage users within specific User Groups. They can add, remove, and maintain users inside their groups but cannot create new groups or access the wider administrative interface.
📌 Group Admins have very limited access to the dashboard, seeing just the user groups they have been assigned to as administrator.
About Customer Administrators:
Customer Administrators oversee users within a Customer organization. They can manage Customer profiles, assign Products and Trainings, and administer user access — but they cannot create new Customers.
📌 Customer Admins have a slightly wider access than Group admins, as their access to the dashboard is extended to customers they are administrators for, the groups below them, and managing the users within.
About Market Administrators:
Market Administrators manage Customer setups under their Market account. They help distribute Products and Trainings to Customers but cannot manage other Distributors (Market Administrators).
Market Administrators can edit the name, description, custom fields and other details of customers that exist under the market(s) they control, but not for customers under markets that they don't control.
📌 Market admins have the widest access to the dashboard, with access to markets they administrate, and then then customers, groups and managing the users within.
About Owner Administrators:
Owner Administrators have full control over the entire Rekonnect environment. They can:
Create and manage Products, Trainings, Courses, Documents
Assign access to Customers, Markets, and Internal Organizations
Manage all user roles
Approve and Publish content
Configure system-wide settings
📌 Owners have full access to the dashboard, and therefore can manage products, courses, accounts and all other essential areas of the platform.
Permission to Approve or Publish:
Only Owner Administrators have permission flags to Approve and Publish versioned objects. These flags must be explicitly granted — even among other Owner Administrators.
Users with multiple roles:
Generally, each user has one primary role defining their access level. However, their access to multiple groups or Customers can layer what Products and Trainings they see.
Preventing unauthorized actions:
Strict role-based permissions and version control protect Rekonnect. Lower-level roles (like Product Users and Customer Admins) can view and manage within their scope but cannot alter global settings or content unless explicitly permitted.
Registration Requests
The Registration Requests feature lets new users request access to the platform directly from the login screen. This helps streamline onboarding while giving admins full control over who is granted access.
How to Activate Registration Requests
To enable this feature:
Go to General Settings
Under the General tab, toggle “Enable Registration Requests” to ON
Save changes
Once activated, a “Request Access” link will appear on the login screen for unregistered users.
How to Review & Approve Requests
To view pending requests:
Go to Accounts > Users > Registration Requests
You'll see a table listing all submitted access requests
Use checkboxes to select one or multiple users
Click the hamburger menu (three horizontal lines)
Choose “Accept registration requests”
This will send an official registration email to the selected users, allowing them to create a password and access the platform.
Auto-approve registration
To allow users to self-register, and access rekonnect without owner approval settings under the registration request section can be defined. This will alter the standard registration form allowing users to pick the facility (hospital) they belong to and to recieve an invite email which they then use to navigate directly into the platform and see the right information. For more details see 3.7 Auto-approve registration
Not invited / Invited / Active (Status) Meaning
In Rekonnect, each user has a status label that indicates their stage in the onboarding process. When a user is first added to the system but has not yet been sent an invitation, their status is marked as “Not Invited” (orange label). Once an admin or owner sends the invitation email, the status updates to “Invited” (blue label). After the user clicks the link in the invitation email, completes registration, and logs in for the first time, their status changes to “Active” (green label), meaning they now have access to the platform.
📌 Invited status means the email invite is sent, but doesn't guarentee the user has recieved. Only when a user has the label "active" can you be certain a user has recieved and acted apon their invite.
Rekonnect has a 98% email send success rate, but high security walls in healthcare facilities can result in invites getting in the spam filter. If a user still doesn't have an invite, check their profile under accounts > users, and click on their name to find the registration link.