If you're just ramping up your Trainual account, you might wonder "When is the best time to start adding People?"

Actually, the BEST time actually happens at two different times:

  1. When you are ready to create content

  2. When you are ready to assign content

1. Content Creation

This is when you create the content (Subjects, Topics, Steps) that will eventually be assigned and completed by your team members. During this phase, the People you will need to add to your account are those who will actively participate in the creation of content, most likely the Subject Matter Experts (SMEs).

You have options regarding what type of access you give:

  • Subject Owner - This gives a user full administrative access over a Subject. They can create and manage content within the Subject, publish it, and even assign it to other People and/or Roles. Learn more here.

  • Author Permission - Authors can create new Subject content from scratch. They can create, manage, and publish but cannot assign Subjects. Learn more here.

  • Contributor Permission - Contributors can only edit Subjects to which they have been assigned. They cannot publish or assign Subjects. Learn more here.

2. Content Assignment

When your content is nearing completion and will soon be published, it's time to add People who will be assigned the content to complete in Trainual, most likely your People with General permission level. That way, they will be ready for you when you assign Roles and/or Subjects.

Learn how to:

Assign Roles to People

Assign Single Subjects to People

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