People, Roles, & Teams

Learn how to add and manage your team members in Trainual

Shawn Jensen avatar Cindy Bellers avatar Rach Richardson avatar +4
31 articles in this collection
Written by Shawn Jensen, Cindy Bellers, Rach Richardson and 4 others
Create & Manage your People

General User Permission Level

Learn about the General User Permission Level for your team
Chris Roehl avatar
Written by Chris Roehl
Updated over a week ago

Clear An Individuals Topic Or Test Completion Percentage

Learn how to clear a person's Topic or Test completion percentage
Xavier Lopez avatar
Written by Xavier Lopez
Updated over a week ago

The People Page

Learn how to manage people plus view the directory, org chart, and roles!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Update Completion Percentages

Learn how to complete or clear Completion Percentages for individual Subjects.
Katie Liming avatar
Written by Katie Liming
Updated over a week ago

Filter People

Learn how to filter people by status, Permission Level, Team, or Role
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

When Should I Add People To My Account?

Learn best practices for when and how to add new users in Trainual
Shawn Jensen avatar
Written by Shawn Jensen
Updated over a week ago

Add New Teammates

Learn how to invite new people to your Trainual account
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Import People Now, Invite Later

See how to add People to your account and send the invite later!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Resend An Invite

Learn how to resend an invitation to your Trainual account
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Manage People

Learn how to Manage People in your account and view the People Directory!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Update User Info

Learn how to update a person's email, role, team and more!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Delete People

Learn how to permanently delete people from your account
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Archive & Unarchive People

Learn how to archive a team member and add them back
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Manage Subject Content Access

Learn how to manage a user's ability to access and edit content within a Subject
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Permission Levels

Decide what People can do in your Trainual account.
Shawn Jensen avatar
Written by Shawn Jensen
Updated over a week ago

Setting Permission Levels

Assign People the appropriate permission access level based on the capabilities you want them to have in the platform.
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Bulk Invite Team

Upload a CSV to bulk add your whole team to your account
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago