Users and groups

A user is a person in the system. In a specific company or space, the person appears through membership in that company space. This membership carries the role, state, and metadata used for management and reporting.

Roles in a space

Role	Typical meaning
owner	Space owner. Should not be left without a replacement.
admin	Manages users, groups, content, and operational settings.
student	Ordinary e-learning participant.
participant	Participant in specific scenarios, often events or courses.

Membership states

State	Client-facing meaning
invited	The user was invited but is not active yet.
pending	Transitional state waiting for a process to finish.
active	The user is active and can work in the space.
revoked	The user is archived or removed from the space.

A revoked user is not deleted like an ordinary object. Study history, reporting, and audit links must remain traceable.

Groups

Groups are used for:

• organizing users,
• bulk content assignment,
• distinguishing e-learning and blended learning scenarios,
• group leaders,
• invitation links and self-service entry.

Common tasks

Task	What to check
Invite a user	E-mail, role, state, and company-space membership are correct.
Import users	Identifier mapping is stable and failed rows are reviewed.
Add a user to a group	The user receives group-based learning if the group has assigned content.
Remove a user from a group	Learning state is checked because assignment sources can change.
Revoke a user	The user no longer participates actively, but historical reporting remains available.
Change a role	The new role matches what the person should manage or view.

Recommended client rule

A group should have a clear purpose. If one group means department, course, project, and access level at the same time, reporting and automation become hard to reason about.

Screenshot needs

• user list with filters,
• user detail with role, state, and metadata,
• group detail with members,
• group detail with assigned content.

Edge cases

• The last owner of a space should not be revoked without a replacement.
• A global user can be a member of multiple spaces.
• E-mail may not be the best long-term identifier. personal_id is often more stable for integrations.
• Adding or removing a user from a group can change their learning tasks.