We all have our jobs to do and in Trainual, it's no different. Giving someone the right permission level ensures that your content maintains a high level of quality and that team members can access only what they need to.

Below, we'll go over each permission type, what it does and does not allow, and who you should give it to.

ALL permission levels allow users to complete assigned content.

Billing Admin

The Billing Admin can manage all account settings, as well as billing and subscription plan information. This is the top level permission and is ideal for anyone who needs full access within your Trainual account.

A Billing Admin can:

  • Add, archive, and delete users and designate permissions
  • Add, edit, and assign roles
  • Add, edit, publish, and assign subjects
  • Approve or deny library requests
  • Moderate forum

Admin

The Admin permission allows all the same abilities as the Billing Admin EXCEPT the ability to manage billing & plan information.

IMPORTANT: There is no limit (other than seat licenses) to the number of Billing Admins or Admins you can have in your account. That said, we strongly recommend being judicious about who you give an admin permission to.

Manager

This permission works in tandem with the Teams feature, which you can learn more about here. The Manager permission is ideal for anyone who oversees one or more teams that will be using Trainual.

A Manager can:

  • View and manage users on the teams to which both the team member and the manager are assigned
  • View user completion data for subjects assigned to their team(s)
  • Add, archive, and delete users and designate permissions
  • Add, edit, and assign roles
  • Add, edit, publish, and assign subjects
  • Access Dashboard, Subjects, Templates, Users, Reports, My Desk, Forum (if enabled) & Library (if enabled)

IMPORTANT: A Manager can only access content and generate report data for subjects they are assigned to!

Author

This permission allows a user to participate in the creation of content. The Author permission is ideal for subject matter experts who will create and/or vet content.

An Author can:

  • Create and publish new Subjects
  • Access Subjects, My Desk, Forum (if enabled) & Library (if enabled)

An Author cannot:

  • Assign subjects
  • edit subjects that have not been assigned to them

Contributor

Similar to Author permission, this permission allows a user to participate in the creation of content without the ability to publish it. The Contributor permission is ideal for subject matter experts who will simply be contributing content.

A Contributor can:

  • Edit Subjects that have been assigned to them
  • Change subject status to "Pending Review"
  • Access My Desk, Forum (if enabled) & Library (if enabled)

A Contributor cannot:

  • Create new subjects
  • Publish or assign subjects
  • Edit subjects that have not been assigned to them

General

This is the most basic user permission level and is ideal for those who will simply be consuming the content that has been assigned to them.

A General user can:

  • Complete assigned content
  • Access My Desk, Forum (if enabled) & Library (if enabled)

A General user cannot:

  • Edit content

Did this answer your question?