Getting Started | Trainual Help Center

Getting Started

Here you'll find articles with tips & tricks that will have you up and running in no time!

14 articles in this collection
Written by Chelsey Krisay and Alex Lockhart

Account Customization

Site Branding

You can brand Trainual with images and colors specific to your organization.

Written by Chelsey Krisay
Updated over a week ago

User Settings

You can easily update your user settings according to your preferences.

Written by Chelsey Krisay
Updated over a week ago

Custom Terminology

Don't want to use Subject, Topic and Step? We can help you change those terms here!

Written by Chelsey Krisay
Updated over a week ago

Optional Features

Enabling/Disabling Forum and Library

The forum and library can be enabled and disabled according to your preference.

Written by Chelsey Krisay
Updated over a week ago

Using the Chrome Extension

We'll tell you how to use our Trainual Chrome Extension here!

Written by Alex Lockhart
Updated over a week ago

Inviting Your Team

Adding New Users

Want to add a new team member to your account? We'll walk you through inviting users here.

Written by Chelsey Krisay
Updated over a week ago

Setting User Permissions

You can assign users permissions when you set them up or edit them at any time. Learn more in this article.

Written by Chelsey Krisay
Updated over a week ago

What Are the Different Permission Levels?

You can assign different permission levels to users depending on what role they hold in your organization. We'll describe those here!

Written by Chelsey Krisay
Updated over a week ago

Creating and Editing Roles

Creating a New Role

You can create a new role to easily mass assign subjects to users.

Written by Chelsey Krisay
Updated over a week ago

Assigning Roles To Users

Assigning a role to a user lets you easily assign content to them. Learn more here!

Written by Chelsey Krisay
Updated over a week ago

Editing a Role

You can easily edit the Subjects assigned to a role.

Written by Chelsey Krisay
Updated over a week ago

Deleting a Role

If you no longer need a role, you can quickly delete it by following a few steps.

Written by Chelsey Krisay
Updated over a week ago

Managing Roles Associated with a Single Subject

You can assign a role to an individual Subject.

Written by Chelsey Krisay
Updated over a week ago

Bulk Assigning Subjects with Roles

When creating a role, you can choose all Subjects that should be associated with it. We'll walk you through that process in this article.

Written by Chelsey Krisay
Updated over a week ago