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Using Groups to Control Training Access

How Groups help you organize learners and deliver the right training to the right people.

Updated over 2 weeks ago

Groups are LemonadeLXP's way of organizing learners into cohorts—based on role, department, location, or any criteria that matters to your organization. Instead of assigning Courses one user at a time, you assign them to a Group—and boom, everyone in that Group gets the content.


🧠 Why Groups Matter

Groups are the core mechanism for controlling who sees what in LemonadeLXP. Want only branch managers in WI to see a particular Course? Assign it to the WI Managers Group.

Groups allow you to:

  • Target training by job title, team, region, or branch

  • Scale training across locations

  • *Automate content access as learners change roles or move departments


🔄 How You Assign Users to Groups Depends on Your Data

Your ability to assign people to the right Groups depends on what user data you have access to during login or synchronization. The more data, the smarter and more automated your setup can be.

  • SSO (Single Sign-On): Use identity provider attributes to bind learners to the correct Groups.

  • Azure AD Synchronization: This gives you the most flexibility. You can sync based on job title, department, city, office location, or any other AD attribute—making your Group assignments precise and automatic.

More data = more accurate targeting.


🪄 Groups + Azure AD or SSO = Next-Level Automation

Pairing your Groups with SSO or Azure AD enables surgical precision in assigning training. For example, you can:

  • Automatically assign tellers in Texas to compliance training

  • Enroll new hires in onboarding based on their start date or department

  • Instantly remove access when someone changes roles or leaves


➕ Learners Can Belong to Multiple Groups

Someone wearing multiple hats? No problem. Learners can belong to as many Groups as needed. This allows:

  • Cross-functional training

  • Specialized learning paths

  • Flexible access without duplicating content


✅ TL;DR

  • Groups define who gets what training.

  • They’re based on data you have—more data = better control.

  • Use Azure AD or SSO to automate assignments and keep things scalable.

  • Learners can be in multiple Groups to reflect their real roles.

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