Your people are the whole reason for using Trainual, right? Here, you’ll learn how to invite your team members to Trainual.
📝 Please Note: Only Billing Admins, Admins, and Managers can invite new users.
To add a new person:
Click the Account tab from the left-hand navigation bar then click "Manage users."
Click the "Add Teammate" button on the top right-hand corner.
Fill out the required fields to add the person's full name, email address, job title, and permission level.
Click the "Advanced user settings" dropdown to fill out the optional fields like assigning them to one or more groups and a manager they'll report to.
Click "Add" on the bottom right-hand corner of the "Add teammate" section to invite your teammate.
Your teammate will receive an email with a link they can click on to join the team.
FAQs
I have a Manager permission level and cannot see a team member I just added; what happened?
I have a Manager permission level and cannot see a team member I just added; what happened?
Those with the Manager permission level can only view employees assigned to the same team as them. Double-check that this information was entered correctly.