Update User Info

Learn how to manage a teammate's email, job title, permission level, and more!

Managing individual employee information and account permission levels in your Trainual can help create seamless collaboration and efficiencies between company representatives overseeing your groups. Easily learn how to keep this information up-to-date to foster a culture of transparency and accountability within your leadership teams.

👉 Before you start:

• This feature option is available on all Trainual plans.

• Only those with an Admin+ permission level or group manager capabilities can update teammate information.

To locate & update individual user info:

1. Expand the "Account" menu from the left navigation menu.

2. Choose "Manage users" from the list.

3. Click on the three dots to the right of a user's name and select "Edit."

4. Make changes to any of the categories listed within this section: full name, work email, job title, phone number, permission level, group, "Reports to" point of contact, or directory profile display.

5. Finalize your updates by hitting the "Save changes" button.

Learn more about managing people in Trainual:

• Onboard and invite new team members to your company's Trainual account.

• Create and use groups to clarify “who does what” in your business.

• Free up user seats to onboard new trainees by using the archive feature.