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People, Roles, & Teams
People, Roles, & Teams
Learn how to add and manage your team members in Trainual
+4
33 articles in this collection
Written by
Shawn Jensen,
Cindy Bellers,
Rach Richardson
and 4 others
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
Create & Manage your People
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 & Responsibilities
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
Directory & Org Chart
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
Teams
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