Your people are the whole reason for using Trainual, right? Here, you’ll learn how to invite your team members to Trainual.

To add a new person:

  1. Click the People tab on the left-hand navigation bar then click "Manage."

  2. Click the "Add Teammate" button on the top right-hand corner.

  3. Fill out the required fields to add the person's full name, email address, job title, and permission level.

  4. Click the "Advanced user settings" dropdown to fill out the optional fields like assigning them to one or more Roles, Teams, and a manager they report to.

  5. Click "Add" on the bottom right-hand corner of the "Add teammate" section to invite your teammate.

  6. Your teammate will receive an email with a link they can click on to join the team.

πŸ“ Please Note: Only Billing Admins, Admins, and Managers can invite new users.


Q: I have the Manager permission level and cannot see a team member I just added, what happened?

A: Those with the Manager permission level can only view employees assigned to the same team as them.

πŸŽ₯ Learn how to set up your Trainual account in the video below:

πŸ‘‰ Check out the whole How To Build your Business Playbook video walkthrough tutorial, created by our amazing L&D coach, Shawn.

Learn more about managing your team:

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