Hi Grow Admins! 👋
One question we hear often from Grow Admins is the difference between coaching groups and user tags, and when to use each in your workflows. This topic comes up especially as teams configure dashboards and want to optimize how they assign and review forms.
Let’s break it down ⬇️
🧠 What’s the Difference?
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Coaching Groups are primarily used to assign visibility and access to observation forms, dashboards, and coaching data. They work well when you want groups of users to be seen and supported by specific coaches or leaders.
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User Metadata (Tags) are flexible labels you can apply to users for filtering, reporting, and organizing your coaching and observation data. These tags don’t affect visibility, but they make it easy to pull targeted reports.
✅ Pros & Cons
| Feature | Coaching Groups | User Tags |
|---|---|---|
| Affects form visibility | ✅ Yes | ❌ No |
| Useful for reporting filters | ⚠️ Limited | ✅ Highly customizable |
| Can be assigned in bulk | ❌ No | ✅ Yes |
| Managed by site admins | ✅ Yes | ✅ Yes |
| Visible to users | ✅ Yes | ❌ No |
💬 Let’s Discuss!
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How are you currently using these features?
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Have you run into any challenges balancing the two?
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What naming conventions or best practices work for your site?
Drop your thoughts below ⬇️!