Want to know the best way to start structuring your business playbook content in Trainual? You're in the right spot! You can assign content to your teammates based on their responsibilities using roles. Not only does this help you strategically build out your content, but it serves as a powerhouse for getting your playbook into the hands of your teammates.
🎥 Learn how to create a role in the video below:
👉 Check out the whole How To Build your Business Playbook video walkthrough tutorial, created by our fantastic L&D coach, Shawn.
To create a new role from the Roles page:
Navigate to the Roles page by clicking People on the left-hand navigation bar and clicking "Roles."
Click "Create Role" on the top right-hand corner.
Type in a title for your role.
Click "Save."
🔥 Tip: Not sure where to start? Click the dropdown next to "Create Role" (mentioned in step #2) and click "Suggested Roles." Add common roles for your industry by clicking the ones you want to use. When you're all done, click "Save."
To create a new role from the Manage page:
Navigate to the Manage People page by clicking People on the left-hand navigation bar and clicking Manage.
Click the Filters button.
Click the Add Role link.
Add the name of the role.
Select the subjects to associate with the role.
Click "Update."
🔥 Tip: You can filter the subjects page to show only the subjects associated with a select role. Click the Filters button > click the Roles dropdown menu > select a Role > click Apply.
Learn more about roles: