Hello!
I’m looking for some outside opinions on the best way to manage reports for multiple customers.
Currently, when we add new customers to Docebo for product training, we create the users, then create a new customer group, then assign the users to the group, then enroll the group into an onboarding learning plan. The primary reason for creating groups for each customer is to give our account managers, who are configured as power users, the ability to create course reports for each customer by filtering via group in the reports area.
I question the scalability of this approach as we continue to add new customers, which means we are constantly adding new groups, maintaining existing groups, and constantly updating power user resources. Much of the work is done manually and is cumbersome.
Any creative thoughts on how to approach this?
