Working with User Groups

In CloudRadial, User Groups are a powerful tool that, when used properly, can help MSPs tailor the end-user experience with precision.

When combined with content packages and roles, User Groups allow you to fine-tune who sees what, ensuring relevant information is always in the right hands.

This article explores how to use User Groups for better content management and scalable customization.

• What Are User Groups?
• User Groups vs. Company Groups
• Creating Targeted Content with User Groups
• Best Practices
• Using Type Mappings for Faster User Group Management

What Are User Groups?

User Groups are collections of users defined by shared characteristics, defined by the Partner.

These characteristics can be assigned manually or automatically via Type Mappings. When assigned, users are grouped for the purpose of targeting — whether that's for content visibility, form delivery, dashboard customization, or even the security roles that they are assigned.

User Groups vs Company Groups

It’s important to distinguish User Groups from Company Groups:

• Company Groups let you target entire organizations (e.g., all construction companies or all Microsoft 365 tenants).

• User Groups refine this further, targeting specific types of users within those companies (e.g., Billing contacts in M365 companies or IT managers in construction firms).

By combining both types of groups, you can publish content that’s both broadly applicable and specifically relevant.

Best Practices

While User Groups offer incredible flexibility, it’s easy to overdo it. Keep these tips in mind:

• Start simple: Use broad groupings at first. Only introduce more granular groups when there’s a real use case.

• Avoid over-segmentation: Too many User Groups can create complexity and lead to management overhead.

• Use consistent naming conventions: Naming User Groups clearly (e.g., “HR - Small Clients”) helps keep things organized.

Using Type Mappings for Faster User Group Management

For faster user group creation and management, it's possible to use your PSA as the source of user group truth. Explore this article on type mappings to see how you can consolidate your user group management to be faster, more efficient, and easier to manage.