Teams are a way to group people based on department, location, franchise, or anything else you'd like!

To add an existing teammate to a Team:

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

  2. Click on the three dots to the far right of your preferred teammate and click "Edit"

  3. A popup will appear with their details. Click the dropdown under "Team (optional)" to choose your desired Team assignment(s)

  4. Click "Save"

To add a new teammate to a Team with an invite:

  1. Click the People tab on the lefthand navigation bar and then click "Manage"

  2. Click the "Invite" button on the top righthand corner of the page

  3. Fill out the fields for your new teammate

  4. Click on "Advanced user settings" to see the dropdown.

  5. Click the dropdown under "Team (optional)" to choose your desired Team assignment(s)

  6. Click "Invite" when you are ready!

🔥 Tip: A person assigned the Manager Permission Level has the ability to manage anyone who is assigned to the same team as them - this allows the Manager to assign their Team to content, pull reports for them, and more!

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