✨New Playbook Feature✨

After you have created Roles in your Trainual account, you will want to assign one or multiple Roles to each teammate. You can do this after a team member has been added to your account or when you are inviting someone new into your account. Or, you can bulk-add your teammates to a Role on the Role Manager page.

🎥 Learn how to use Roles in the video below:

👉 Check out the whole How To Build your Business Playbook video walkthrough tutorial, created by our amazing L&D coach, Shawn.

To add an existing teammate to a Role:

  1. Click the People tab on the left-hand navigation bar and then click "Manage"

  2. Click on the three dots to the far right of your preferred teammate and click "Edit"

  3. A popup will appear with their details. Click the dropdown under "Role (optional)" to choose your desired Role assignment(s)

  4. Click "Save"

To add a new teammate to a Role with an invite:

  1. Click the People tab on the lefthand navigation bar and then click "Manage"

  2. Click the "Invite" button on the top righthand corner of the page

  3. Fill out the fields for your new teammate

  4. Click on "Advanced user settings" to see the dropdown.

  5. Click the dropdown under "Role (optional)" to choose your desired Role assignment(s)

  6. Click "Invite" when you are ready!

To bulk-add people to a Role on the Role Manager Page:

  1. Navigate to your preferred Role Manager page clicking People on the lefthand navigation bar > clicking "Roles" > and selecting a Role.

  2. Click "Manage" in the People Assigned section

  3. Select the box on the lefthand side of each person you want to add

  4. Click "Save"

Now, each person in your People Assigned section will be assigned to all of the Subjects in the Subjects Assigned section. Hello, workplace efficiencies! 👋

Learn more about Roles:

  1. Roles

  2. Create A New Role

  3. Manage Roles

  4. Bulk-Assign Content Using Roles

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