Once your Subject is published and ready to go, it's time for you to assign it to your team!

To assign a team member to a Subject:

  1. Navigate to your Subject by clicking on the page where your Subject lives on the left-hand navigation bar (Company, Policies, or Processes)

  2. Click "Manage Users"

  3. Click the "+ Assign User" feature

  4. Click on each person you want to assign to the Subject. A green "Added!" notification will appear next to each person you click on.

  5. Click away from the "+ Assign User" popup to see all of the people who have been added to the Subject. A green "New" indication will appear next to those who you are currently adding.

  6. Click "Save"

  7. Click "Confirm" to acknowledge the changes to content access for the Subject

🎥 Learn how assign a Subject in the video below:

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

❓FAQs:

Question: Can I bulk-assign content?

Answer: Absolutely! Learn how to streamline your content assignment by Bulk-Assigning Content Using Roles

Question: Can I assign content at the Topic or level?

Answer: At this time, you are unable to assign content at the Topic or Step level. As a workaround, we recommend that you duplicate your Subject and delete any unwanted Topics while only leaving the select Topic(s) that you want certain users to see.

Question: Can I assign content to people outside of my Trainual account?

Answer: At this time, you can only assign content to active people who have been added to your Trainual account.

Question: Can I assign content before it's published?

Answer: Yes, you can assign content to your users at any time! However, your team members will not see the content or know that they are assigned until the content is published.

See more of our Trainual Help Resources

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