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Getting Started

Getting Started

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

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

Ultimate 'Getting Started' Guide

An overview for creating the training manual, playbook, SOPs, handbook, or ultimate guide for your growing business.
Alex Lockhart avatar
Written by Alex Lockhart
Updated over a week ago
Account Customization

Site Branding

You can brand Trainual with images and colors specific to your organization.
Chelsey Krisay avatar
Written by Chelsey Krisay
Updated over a week ago

User Settings

You can easily update your user settings according to your preferences.
Chelsey Krisay avatar
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!
Chelsey Krisay avatar
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.
Chelsey Krisay avatar
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!
Alex Lockhart avatar
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.
Chelsey Krisay avatar
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.
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Written by Chelsey Krisay
Updated over a week ago

What Are the Different Permission Levels?

You can assign different permission levels to users. We'll describe those here!
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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.
Chelsey Krisay avatar
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!
Chelsey Krisay avatar
Written by Chelsey Krisay
Updated over a week ago

Editing a Role

You can easily edit the Subjects assigned to a role.
Chelsey Krisay avatar
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.
Chelsey Krisay avatar
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.
Chelsey Krisay avatar
Written by Chelsey Krisay
Updated over a week ago