You can either assign a role (or multiple roles) to someone when you invite them to Trainual, or after they've been invited.

One person can be assigned multiple roles, just as someone in your organization may wear multiple hats!

Assigning a Role to a New Teammate

  1. Once you've clicked "Invite," first click on the Advanced user settings to see the dropdown.

  2. Click the box that says "Role (optional)" to choose a role

  3. Click "Invite" when you are ready!

Assigning a Role to an Existing Teammate

  1. From the main navigation, click "People"

  2. Click on the three dots to the far right of the teammate you wish to edit

  3. A popup will appear with their details. Click the box for "Apply Role(s)" to choose roles

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