Want to know who you're working with? All user permission levels now have access to view other users within Trainual by clicking on the People tab. ๐ŸŽ‰ Only admin users can make changes to other users within this tab, but users will have the option to add a personalized "bio" in their About Me section; check it out below! โฌ‡

How To Manage People

  1. Go to People on your left-hand navigation

  2. If you are an Admin, switch to "Card View" in the top right

    1. Note: If you have permission levels below Manager, you will be in "Card View" by default

  3. Make sure you are on the Manage tab of the People page

  4. Click on a person to view their profile and view their About Me, Subjects Assigned, and Latest Activity

    1. Note: If you have permission levels below Manager, you will only see the About Me section

  5. To make changes to a person, you can do so by clicking the three dots to the right of their name and clicking Edit. From here you can update the following:

    1. Name

    2. Email

    3. Job title

    4. Role

    5. Permission level

    6. Team

    7. Reports to

    8. Show profile is People Directory

How To Use The People Directory

  1. Go to People on your left-hand navigation

  2. Click on the Directory tab on the People page

  3. From here you can view everyone in your account, their job title, and About Me

    1. ๐Ÿ“Note: The Directory page is viewable to people with any permission level

How To Add A Bio

  1. Click on the "People" section

  2. If you are an Admin, switch to "Card View" in the top right

    • Note: If you have permission levels below Manager, you will be in "Card View" by default

  3. Click on yourself

  4. Click "Add Bio"

  5. If you have already added a bio, you can make edits by clicking the three dots to the right of your text.

See how to use the People Page in the video below!

Learn more about People below:

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