Get Your People & Groups in Trainual

Learn how to start adding, organizing, and managing your people in Trainual (and make it easy going forward) by setting up groups.

Are you brand new to Trainual and not sure where to get started? Are you a long-time Trainual user in need of a quick "people" refresher? You’re in the right place! 🤩

🎥 Watch this on-demand video replay to review all this and more:

💡 After this video, you will be able to...

Add groups and outline group responsibilities.
Add people and manage people in your Trainual.
Navigate the directory and org chart features.

Why you should start with the people side:

After working with hundreds of customers, we've found that the very best place to start is by setting up and organizing your people. It helps to...

🏗️ Establish the purpose.

Regardless of how long you've been using Trainual, by starting with groups, you are aligning yourself on who you are making content for and why they need it.

🏈 Outline a game plan.

When you establish groups, you outline and create a core blueprint for the content you need to create for your full business playbook to guide your operations.

🙇‍♀️ Focus, focus, focus.

By starting with your people experience at the forefront, you set up Trainual with your intentions and reasons: to serve your people, organization's culture, and company.

👉 Up Next:

Keep the learning going by heading to the "Create & Organize Content in Trainual" article to find out how to start building out and organizing your training.

Need some extra help first?

Email support@trainual.com or press on the bubble on the bottom right-hand corner of the screen to start a chat to let us know what you need help with. ↘️

Learn more about managing people in Trainual:

Map out and organize your team structure by setting up a role chart.
Develop a strategy on how to use groups to deliver targeted training.
Designate the appropriate permission level access for each teammate.