The People page just got a lot more exciting! Admins can now manage people, view the directory, create & edit the org chart, and manage roles all within the People page. Let's review each section below! ⬇

Manage People

This is where you will go to invite new people and make changes to existing people in your account.

  1. Click People on your left navigation

  2. Click Manage

  3. Click on a person to view their full profile and view their About Me, Subjects Assigned, and Latest Activity

    1. Note: If you have permission levels below Manager, you will only see the About Me section

  4. To make changes to a person, you can do so by clicking the three dots to the right of their name and clicking Edit. From here, you can update the following:

    • Name

    • Email

    • Job title

    • Role

    • Permission level

    • Team

    • Reports to

    • Show profile in People Directory


People Directory

In the people directory, your whole team can view who is on their team and update their own "About Me" section!

  1. Go to People on the left navigation

  2. Click Directory

  3. From here you can view everyone in your account, their job title, and about me

📝 Note: The Directory page is viewable to people with any permission level. Only admins can make changes to people.

Learn how to update your bio in the directory ⬇

  1. Go to People on the left navigation

  2. Click on Manage or Directory (either work!)

  3. Click on yourself (or anyone if you're an admin)

  4. Click "See full profile" from the slide-out if navigating from within the Directory view

  5. Click Add Bio

    1. If you have already added a bio, you can make edits by clicking the three dots to the right of your text.

  6. Enter text and Save

    1. 📝Note: Admin permission levels have access to create or update a bio for all People

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Org Chart

This section allows you to build out your organizational structure right within Trainual.

  1. Go to People on the left navigation

  2. Click Org Chart

  3. Click Add Org Chart (or Modify Org Chart if you've already started it)

  4. Select a Highest Ranking Individual. This is required.

  5. Select who each team member reports to

  6. Click Save

Roles

You can now manage everyone's role in one place! Plus, add responsibilities to define the role.

  1. Go to People on the left navigation

  2. Click Roles

  3. Add a new role, or select the one you'd like to edit.

  4. From the role page, you can add responsibilities, manage subjects assigned, and manage people assigned.

Learn more about People below:

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