Want to get started quickly in your new Trainual account? Here's the top 3 things you need to know to get started!

Adding Users

To add users, navigate to the "users" tab on the left hand side of the screen. From here, click on "Invite User" and select "invite single user" (for more information on bulk user upload, click here).

You can then enter the new user's information to get him or her up and running in your account. When you are done, simply click "Invite Now"

You can find more information on Permission levels here.

Watch the video below to see how to add a user in your account.

Assign Content

Only Subjects assigned to users will show up on My Desk. To assign content, simply click on the edit pencil next to the title of the Subject you would like to assign. From here, go to the box on the right that says "0 Users Assigned" click the gear sign in this box and select which users you would like to assign this content to. Watch the video below for full instructions.

Roles

Roles are a great way to bulk assign content to users in your account. To create a new role, select the "all roles" box from your subjects page. From here, scroll to the bottom and select "create new role". Enter the title of your new role, and select which Subjects you would like to associate with this role.

When a user is assigned a new role, that user will automatically be assigned all associated Subjects.

Watch the video below for a full walkthrough of roles.

Did this answer your question?