User Groups are collections of users within a customer account that share access to the same content, permissions, or reporting structure. They help MedTech companies segment learners by department, role, or geography—ensuring each group receives the right training and materials.
📌 When a new customer is created, a default user group is automatically generated to help administrators start organizing users immediately.
Creating and Editing User Groups
User Groups can be created and edited by Customer Administrators, Market Administrators, or Owners with the correct permissions. When creating a group, you can define:
Group name and description
Associated customer and market
Members (users within that customer)
Assigned content (courses, documents, or product materials)
Groups can be updated at any time to add or remove users, adjust access levels, or reassign training packages.
Key Capabilities of User Groups
Each User Group allows you to:
Assign content to a specific audience within a customer organization
Track engagement, progress, and completion at group level
Set group administrators for internal oversight
Filter reports by group to analyze performance trends
User Group Information Includes:
Group name and description
Linked customer and market
Member list (users assigned to the group)
Assigned content and training progress
Optional custom fields (e.g. department, role type, cost center)
Relationship to Customers
Every User Group belongs to a specific Customer account. Groups inherit access from their parent customer but can have unique content visibility or permission settings.