Success Plan Builder
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User group(s)
Who are your end users?
Most organizations create user groups based on job roles, departments, or geographical locations. Below you will find examples of each approach.
Once you’ve decided on your own end users and their respective user groups, record them in the table – along with the devices and apps they will use and the proportion of internal to external users.
Job role
Some job roles depend on mobile working
capabilities. A manufacturer, for example,
might choose to define a user group
based on the role of Field Service
Technician. A publisher might define one
based on Field Sales Executive.
Department
Sometimes it makes more sense to define
your user groups by department. You may
want to give, for example, everyone in
Finance remote access to their desktops
or everyone in Sales remote access to
your CRM.
Location
In the right circumstances, it can also
make sense to define a user group by the
physical location of its members. Let’s say
your organization is already using Citrix
solutions in your headquarters office.
You want to give an overseas team the
same experience – so you create a user
group for their particular territory.
Internal or external users?
A user group could contain both
internal and external users. For
example, a department-based group
might include both your in-house
Marketing Manager and an
external consultant.
Since you will want to grant
different permissions to external
users, it’s important to consider the
composition of each group at an
early stage.