Your people are the whole reason for using Trainual, right? 👀 Here, you’ll learn how to enter their information and welcome them aboard by sending out an invite during a chosen time period and allowing access to Trainual for the duration of their tenure.
📝 Please note: Billing Admins and Admins will always be able to invite new users. Other permission levels can do so only if they are made a group manager.
🗂️ Table of contents: Click on the arrow to view the different sections of this document and skip around to the parts you need.
🗂️ Table of contents: Click on the arrow to view the different sections of this document and skip around to the parts you need.
To add a new person to your Trainual:
Expand the "Account" tab from the left-hand navigation menu and then select "Manage users."
Click on the drop-down arrow on the "Add teammate" button on the top right-hand corner of the page
Select "Add teammate" from the menu options.
Fill out the required fields by adding the person's full name, email address, and selecting the desired permission level.
Choose the timeframe that works best for sending this invite to the trainee.
Hit the "Add" button on the bottom right-hand corner of the "Add teammate" pop-up window to push through the invite to your teammate.
To see what the Trainual invite looks like:
Once the invite is sent out, your teammate will receive an email to the address on file with an included link that sends them directly to the company Trainual.
🔥 Tip: Is someone on your team not receiving the invite? Walk them through these common email delivery issues to begin the troubleshooting process.
To overview invite send out timeframe options:
You will have three options for choosing when to send out an invite.
📨 Now | Sending out this onboarding email immediately allows for real-time turnarounds and troubleshooting, especially if it is going out before or on the day of the employee's hire date. |
⏱️ Later | There may be times when the person or people needing to join Trainual is known, but not the details of when they'll need it. Knock out half of the task now and send those invites out later. |
🗓️ Scheduled | Unlike the "Later" option, the date of needed access is known. Use this feature to plug in the calendar date invites will be sent. These will hit inboxes at 9:00 a.m. EST. |
To provide temporary access to Trainual:
Every company has different types of employment and training needs, with only a small window between onboarding and offboarding. That's where temporary access can help!
Before sending out a Trainual invite, navigate to the "Advanced" section of your "Add teammate" pop-up window and schedule this trainee to be automatically archived on the date of your choosing.
FAQs
Can Trainual invites be branded or customized?
Can Trainual invites be branded or customized?
No. If this is something you'd like to see added in the future, please send us your feature request and ideas.
Learn more about managing your people:
Check out these best practices for when and how to add new users in Trainual.
Upload a curated .csv to bulk-add your entire team to your Trainual account.
Using a third-party people management tool? Check if it integrates with Trainual!