Customers represent external organizations, typically healthcare providers or distributor networks, who use a MedTech company’s products and training resources. Managing Customers effectively ensures that the right users have access to the correct materials, drives engagement, and supports training compliance across different markets and regions.
Editing customers
A customer can be edited by either an owner or market administrator that has control of the market in which the customer is located. The name, description, custom fields and other content can be edited by these roles (with access).
Key Capabilities of a Customer Account
Each customer profile allows you to:
Assign products, training packages, and documents
Group users into user groups (e.g. departments, roles, locations)
Track training progress and completion for individuals or the entire organization
Manage administrators who oversee usage within the customer entity
Review feedback and support issues submitted by users at that customer
Customer Information Includes:
Organization name and description
Country and region
Linked market (used to segment or filter accounts)
Optional custom fields (e.g. customer type, internal ID, CRM link)
Users and User Groups
Each customer account can contain:
Individual users (healthcare professionals, managers, etc.)
User groups to control access to specific training or product content
Customer administrators who help manage users and monitor activity
📌 Newly created customers now automatically have a user-group within them.
Content Assignment
Admins can assign content to a customer by:
Linking specific products or training packages to their account
Making content visible only to selected user groups or individuals
Monitoring engagement, feedback, and certificate completion across the account