Trainual

Learn when to use Roles and when to use Teams.

What is the Difference between Roles and Teams?

Learn to group people into roles, teams, departments, locations, and more for content assignment and organization.

Groups

Rach Richardson

Alysa C

Hannah Clack

Learn how to add and manage your team members in Trainual

People, Roles, & Teams

Learn how to clear a person's topic or test completion percentage

Clear An Individuals Topic Or Test Completion Percentage

Learn how to train and guide your General user permission level teammates on all things Trainual.

General User Permission Level

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

Admin View vs General View

Learn how to filter your teammates by account status, phone numbers, permission levels, latest activity, and more!

Filter "Manage users" Info

Learn how to complete or clear completion percentages for individual subjects.

Update Completion Percentages

Learn best practices for when and how to add new users in Trainual

When Should I Add People To My Account?

Learn how to invite new people to your Trainual account.

Add New Teammates

See how to add people to your account and send the invite later!

Import People Now, Invite Later

Learn how to resend an invitation to your Trainual account

Resend An Invite

Learn how to manage people in your account and view the people directory!

Manage People

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

Update User Info

Learn how to permanently delete people from your account

Delete People

Learn how to archive a team member and add them back

Archive & Unarchive People

Learn how to manage a teammate's ability to view, edit, and fully oversee subjects.

Manage Subject Content Access

Decide what people can do in your Trainual account.

Permission Levels

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

Setting Permission Levels

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

Bulk Invite Team

Xavier Lopez

Chris Roehl

Create & Manage your People

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

Roles

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

Roles Based On Industry

Assign content to your teammates based on their responsibilities

Create A New Role

Learn how to navigate the Role Manager page

Manage Roles

Learn how to edit a role within your Trainual account.

Edit A Role

Delete A Role

Learn how to assign Roles to your teammates

Add People To A Role

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

Responsibilities

Cindy Bellers

Shawn Jensen

Roles & Responsibilities

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

Role Chart

Org Chart

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

Share Org Chart

Learn how to save time creating your Trainual role chart through AI-powered automation.

Trainual AI Role Chart

Katie Liming

Directory & Org Chart

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

Create Teams

Learn how to sort new and existing people into squads using the Trainual teams feature for people management.