We all have our jobs to do, and in Trainual, it's no different. Giving someone the proper permission level ensures that your content maintains a high level of quality and that team members can only access what they need.
Below, we'll go over each permission type, what it does and does not allow, and who you think you should give it to.
ALL permission levels allow users to consume assigned content. ✅
Billing Admin
The Billing Admin can manage all account settings and billing and subscription plan information. This is the top-level permission and is ideal for anyone who needs full access to your Trainual account.
A Billing Admin can:
Add, archive, and delete people and designate permissions.
Add, edit, and assign roles.
Add, edit, publish, and assign subjects.
Add and update billing & plan information.
Add new collections.
Please take a look at what Trainual looks like for a Billing Admin below. ⤵️
Admin
The Admin permission allows all the same abilities as the Billing Admin EXCEPT the ability to manage billing & plan information.
📝Note: You don't have a limit (other than seat licenses) to the number of Billing Admins or Admins you can have in your account. However, we strongly recommend being careful about who you give admin permission.
Please take a look at what Trainual looks like for an Admin below. ⤵️
Manager
This permission works in tandem with the teams feature, which you can learn more about here. The Manager's permission is ideal for anyone who oversees one or more teams using Trainual.
A Manager can:
View and manage people on the teams to which both the team member and the Manager are assigned.
View user completion data for subjects assigned to their team(s).
Add, archive, and delete users and designate permissions.
Add, edit, and assign roles for users.
Add, edit, publish and assign subjects.
Access the latest activity, subjects, templates, people, reports, and my desk sections of the platform.
A Manager cannot:
View or manage people who are not on their team.
Move or reorganize subjects between companies, policies, and processes.
Add, edit, or assign roles for an account.
📝Note: A Manager can only access content and generate report data for subjects they are assigned to! They can also only see people who are on their team.
Please take a look at what Trainual looks like for a Manager below. ⤵️
Author
This permission allows the user to participate in the creation of content. The Author's permission is ideal for subject matter experts who will create and/or vet content.
An Author can:
Create and publish new subjects.
Access subjects and my desk.
An Author cannot:
Assign subjects.
Edit subjects that have yet to be assigned to them.
Move or reorganize subjects between companies, policies, and processes.
Please take a look at what Trainual looks like for an Author below. ⤵️
Contributor
Similar to Author permission, this permission allows a user to participate in the creation of content without the ability to publish it. The Contributor permission is ideal for subject matter experts who simply contribute content.
A Contributor can:
Edit subjects that have been assigned to them.
Change subject status to "Pending Review."
Access my desk.
A Contributor cannot:
Create new subjects.
Publish or assign subjects.
Edit subjects that have yet to be assigned to them.
Move or reorganize subjects between companies, policies, and processes.
Please take a look at what Trainual looks like for a Contributor below. ⤵️
General
This is the most basic permission level and is ideal for those who will simply consume the content assigned to them.
A General user can:
Complete assigned content
Access My Desk
A General user cannot:
Edit content
Please take a look at what Trainual looks like for a General user below. ⤵️
👉 Check out the whole How To Build your Business Playbook video walkthrough tutorial, created by our fantastic L&D coach, Shawn.