People, Roles, & Teams

What is the Difference between Roles and Teams?

Learn when to use Roles and when to use Teams.

Written by Rach Richardson
Updated over a week ago

General User Permission Level

Learn about the General User Permission Level for your team

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

Written by Xavier Lopez
Updated over a week ago

Admin View vs General View

Learn the difference between how Admins and General team members view the platform.

Written by Katie Liming
Updated over a week ago

The People Page

Learn how to manage people, plus view the Directory, Org & Role Charts, and create or edit Roles!

Written by Cindy Bellers
Updated over a week ago

Update Completion Percentages

Learn how to complete or clear Completion Percentages for individual Subjects.

Written by Katie Liming
Updated over a week ago

Filter People

Learn how to filter people by status, teams, permissions, roles, and more!

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

Written by Shawn Jensen
Updated over a week ago

Add New Teammates

Learn how to invite new people to your Trainual account

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!

Written by Cindy Bellers
Updated over a week ago

Resend An Invite

Learn how to resend an invitation to your Trainual account

Written by Hannah Clack
Updated over a week ago

Manage People

Learn how to Manage People in your account and view the People Directory!

Written by Cindy Bellers
Updated over a week ago

Update User Info

Learn how to update a person's email, role, team and more!

Written by Cindy Bellers
Updated over a week ago

Delete People

Learn how to permanently delete people from your account

Written by Hannah Clack
Updated over a week ago

Archive & Unarchive People

Learn how to archive a team member and add them back

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

Written by Cindy Bellers
Updated over a week ago

Permission Levels

Decide what people can do in your Trainual account.

Written by Shawn Jensen
Updated this week

Setting Permission Levels

Assign teammates the appropriate permission level access based on the capabilities you want them to have in the platform.

Written by Hannah Clack
Updated over a week ago

Bulk Invite Team

Upload a CSV to bulk add your whole team to your account

Written by Hannah Clack
Updated over a week ago

Roles

Bulk assign content based on job title – saving you time, boosting accountability, and keeping Trainual organized as you grow.

Written by Shawn Jensen
Updated over a week ago

Roles Based On Industry

Need help getting started with Roles? Check out Role suggestions based on your industry.

Written by Cindy Bellers
Updated over a week ago

Create A New Role

Assign content to your teammates based on their responsibilities

Written by Hannah Clack
Updated over a week ago

Manage Roles

Learn how to navigate the Role Manager page

Written by Hannah Clack
Updated over a week ago

Edit A Role

Learn how to edit a role within your Trainual account.

Written by Cindy Bellers
Updated over a week ago

Delete A Role

Learn how to permanently delete a Role

Written by Hannah Clack
Updated over a week ago

Add People To A Role

Learn how to assign Roles to your teammates

Written by Hannah Clack
Updated over a week ago

Responsibilities

Learn how to add Responsibilities to a Role or single team member

Written by Hannah Clack
Updated over a week ago

Role Chart

Map out your current and future reporting structure by role.

Written by Katie Liming
Updated over a week ago

Directory

Learn how to manage the People Directory and update your Bio!

Written by Cindy Bellers
Updated over a week ago

Org Chart

Learn how to organize your people!

Written by Cindy Bellers
Updated over a week ago

Share Org Chart

Learn how to make the Org Chart visible to everyone on your team

Written by Cindy Bellers
Updated over a week ago

Create Teams

Learn how to create, edit, and delete a team in Trainual!

Written by Hannah Clack
Updated over a week ago

Add People To Teams

Learn how to use the Teams feature for people management

Written by Hannah Clack
Updated over a week ago