How to use the people directory:

  1. Go to People on your left-hand navigation

  2. Select Directory in the dropdown

  3. From here, you can view everyone in your account! To learn more about someone, click on their profile to see their About Me, who they report to, and more!

    📝 Note: The Directory page is viewable to people with any permission level

🔥 Tip: If you would like to hide someone from the Directory, you can easily do this by following these steps:

  1. Go to People

  2. Select Manage

  3. Edit desired person

  4. Select No under Show profile in People Directory?

📝Note: These team members will show as (Hidden) within the Manage page

How to add a bio:

  1. Go to People on the left navigation

  2. Click on Manage or Directory (either work!)

  3. Click on yourself (or anyone if you're an admin)

  4. Click See full profile from the slide-out if navigating from within the directory view

  5. Click Add Bio

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

  6. Enter text and Save

    📝Note: Admin permission levels have access to create or update a bio for all People

How to restrict roles from accessing the directory:

  1. Navigate to Account Settings

  2. Scroll down to the Advanced Settings section

  3. Under Restrict Roles from accessing Directory use the Dropdown menu to select the Roles you wish to restrict

  4. After making your desired changes, click Save!

How to use the directory on the mobile app:

  1. Open the Trainual mobile app on iOS or Android (make sure you’ve updated it to the latest version!)

  2. Click the People tab on the bottom right

  3. Click on a team member to view their profile. You’ll see their picture, name, job title, bio, email, who they report to, their roles, and their responsibilities. Billing Admins, Admins, and Managers will also see everyone’s assigned subjects.

    🔥Tip: Your whole team can also use the search bar on the top of the People tab to find team members by their name, job title, role, or email.

Check it out ⬇️

How to use the directory in the org chart:

  1. Go to People on your left-hand navigation

  2. Select Org Chart from the dropdown

  3. Click on the team member whose profile you would like to view

Learn more about the People page below:

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