(Closed Beta) Team Management + Provisioning

Team Management Options

There are two ways to organize your users into teams with the Beekeeper-eduMe integration:

Option 1: Use Beekeeper Groups as eduMe Teams

When your integration is set up, all Beekeeper groups are provisioned as eduMe teams instantly, and users are assigned to the correct teams within 24 hours.
These eduMe teams can be used immediately to distribute content. There is no need to create additional teams if your Beekeeper groups align with your desired training structure. For example, if you want to assign specific training to the "Drivers" group in Beekeeper, you can do this right away with the provisioned eduMe team.

Option 2: Create Smart Teams in eduMe for Greater Flexibility

Each Beekeeper group is also added to each user as a tag in eduMe respectively. This allows you to create Smart Teams in eduMe using tags or events (or a combination of both) to create more advanced team structures.
Example: You can create a Smart Team that includes users from the Beekeeper group "Drivers" who have completed a specific training, such as the course "Onboarding."

For tips on creating Smart Teams, refer to the Smart Teams article.

Example Use Cases for Smart Teams

Here are some scenarios where creating Smart Teams would be beneficial:

Targeted Upskilling:

You want to deliver specific upskilling training to employees in the Beekeeper "Supervisors" group who have completed a management course.
Onboarding Follow-Up:

Create a Smart Team that includes users from the Beekeeper "New Hires" group who have completed their onboarding course.

Provisioning + Data Sync

Once you’ve completed setting up Step 1 + Step 2 on the eduMe side, provisioning starts automatically, syncing user and group data between Beekeeper and eduMe.

1. After the Integration Is Set Up

As soon as Step 1 is completed in eduMe, the following occurs:

Teams (Beekeeper groups):
- All existing Beekeeper groups are instantly created as teams in eduMe. Once the page is refreshed, these teams will be visible in the People - Teams tab in eduMe.
Users and Assignments:
- All existing Beekeeper users are added to eduMe within the next 24 hours and are assigned to the correct teams based on their group memberships.

2. Ongoing Provisioning

After the initial setup, data between Beekeeper and eduMe continues to be synced:

Teams:
- Group changes in Beekeeper are reflected instantly in eduMe. This includes creating new groups, or renaming existing groups in Beekeeper.

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Users and Assignments:
- Users are synchronised every 24 hours. During this sync, eduMe updates:
  - New Users: Automatically added to eduMe and assigned to the correct teams.
  - Updated User Information: Any changes to user details are synchronised.
  - Group Membership Changes: Users are assigned or unassigned from teams based on their current group memberships in Beekeeper.
Suspended and Deleted Users:

To ensure data integrity and provide flexibility, eduMe does not automatically delete users when they are suspended or deleted in Beekeeper. This allows admins to retain user records along with their learning and completion data or remove them manually. This approach prevents unintended data loss and ensures compliance with data retention.
- Suspended Users:
  - Suspended users in Beekeeper are unassigned from all teams in eduMe during the next daily sync.
  - Their account remains in eduMe but they lose access to assigned courses.
- Deleted Users:
  - Deleted users in Beekeeper are not unassigned from teams in eduMe.
  - Their account remains in eduMe but they lose access to their Beekeeper account and can no longer see any training.