By assigning learners to teams, trainers can easily identify knowledge gaps and provide targeted feedback for certain departments, franchises, or even geographical locations, ensuring those trainees are on track and continuously growing in their respective roles!
👉 Before you start:
This feature is available under all Trainual plans.
Only those with an Admin+ or Manager permission level can manage teams.
📝 Please note: Managers can only oversee people assigned to their teams.
If you are unfamiliar with teams, learn how to create, edit, and delete a team here first: 🔗 Create Teams.
To add an existing member to a team:
Open the "Account" tab from the left-hand navigation menu.
Select "Manage users" from the listed options.
Click on the three dots to the far right of your preferred teammate's name and choose "Edit."
Expand the "Advanced settings" area in the pop-up window and locate the "Team" section.
Select your desired team assignment(s) from the drop-down menu or type the name of the team(s) into the text box.
Hit the "Save changes" button to finalize your choices.
To onboard a brand new member to a team:
Open the "Account" tab from the left-hand navigation menu.
Select "Manage users" from the listed options.
Hit the "Add teammate" button on the top right-hand corner of the table.
Fill out the listed fields in the first half of the pop-up window.
Expand the "Advanced settings" area and locate the "Team" section.
Select your desired team assignment(s) from the drop-down menu or type the name of the team(s) into the text box.
Hit the "Invite" button to finalize your choices and send out an email invite.
Learn more about people & content management:
Save time by creating your Trainual role chart with AI-powered automation.
Streamline your content distribution by using roles + bulk-assigning.
Review best practices and tips for preparing to launch Trainual to your trainees.