Effective management of Markets, Customers, User Groups, and Users is key to delivering the right training and product information to the right audience in Rekonnect. This guide outlines the simple steps for adding and organizing these core building blocks, helping administrators maintain a clear, structured, and scalable training environment across internal teams, partners, and customers.
Creating a New Market:
To create a new Market, an Owner Administrator must access the Admin interface, navigate to the Markets section, and click Create New Market. You will need to enter basic details like the Market’s name and description. Once saved, you can assign Customers to the Market and set up Market Administrators to manage them.
📌 Customers that are created within a market will be able to inherit products, users and other pre-selected entities from the market above them.
Creating a New Customer:
Creating a new Customer is done by an Owner Administrator or a market adminstrator through the Admin interface. Go to the Customers section, click Create New Customer, and fill in required fields like Customer name, domain name, and description. After saving, you can assign Customer Administrators, link Products and Trainings, and create User Groups for more granular access management.
📌 A customer can be moved into a market (or from one market to another) by check-boxing the said customer, and then clicking on the hamburger menu and selection “move to” from the dropdown menu. Following this a modal window will appear where you can filter and select the market you want to move the customer into.
Creating a New User Group:
To create a new User Group under a Customer or Internal Organization, navigate to the desired Customer’s or Organization’s profile in the Admin interface. Select Create New Group, provide a name and description, and add users to the group. You can then assign specific Products and Trainings to the group to control what learning materials its members can access.
📌 User-groups that are created within a customer will be able to inherit products, users and other pre-selected entities from the customer above them.
Adding an existing user to a User Group:
Naviage to the user group within a customer, click on the hamburger (right hand-side) and from the drop-down click Add existing User. From the modal window filter and then mark the check box next to the user name, and in the top of the window click “add users”. Do not forget to click save after completing the steps.
📌 A user must already be within the customer (above the user group) for it to be available for adding to the user group. Without this relationship the user will not be searchable or available for selection in the “add existing users” modal window.