---
title: Training Overview and Setup
description: This video explains how to assign training tracks to team members.
---

[Skip to content](https://kb.systemology.com/help-center/training-overview-and-setup#main-content)

English

Show submenu for translations

![1000X162.png\]](https://kb.systemology.com/hs-fs/hubfs/1000X162.png?width=250&height=43&name=1000X162.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [www.systemHUB.com](https://www.systemhub.com/)

[www.systemHUB.com](https://www.systemhub.com/)

 How can we help?

- There are no suggestions because the search field is empty.

1. [Help Center](https://kb.systemology.com/help-center?hsLang=en)
2. [Training](https://kb.systemology.com/help-center/training?hsLang=en)

# Training Overview and Setup

## The training section serves as a powerful tool after establishing systems and policies. It aims to streamline the onboarding process by assigning relevant policies and systems to new team members based on their roles.

\[VIDEO COMING SOON\]

---

### **🛠️ Assigning Training Tracks**

Create dedicated sections for new team members and specific roles within the training area. Customize training tracks for each role, ensuring relevant policies and systems are covered.

To set up and assign a new track, follow these steps:

1. Navigate to the **Training** section from the main dashboard.
2. Click on the **Create New Track** button.
3. Name the track based on the department or role, for example, **Sales Onboarding**.
4. Select the specific policies and systems you want to include by checking the boxes next to their names.
5. Click **Save Track** to finalise your custom training pathway.

---

### **👥 Role-Specific Training**

Structure training based on roles rather than individual team members. Recognize that distinct roles have varying information needs, so it is best to provide role-relevant training content.

To link a training track directly to a specific company role:

1. Go to the **Roles & Permissions** tab.
2. Select the specific **Role** you wish to configure.
3. Click on **Link Training Track** within the role settings menu.
4. Choose the appropriate track from your pre-made list.
5. Click **Apply Changes** to ensure every team member assigned to this role automatically receives this training.

---

### **🎉 You're All Set!**

You have successfully set up your role-specific training framework. Your onboarding process is now streamlined, automated, and perfectly tailored to set your new team members up for absolute success.

- [Getting Started](https://kb.systemology.com/help-center/getting-started?hsLang=en)
- [Profile & Settings](https://kb.systemology.com/help-center/profile-settings?hsLang=en#main-content)

    - [Profile Setup & Onboarding](https://kb.systemology.com/help-center/profile-settings?hsLang=en#profile-setup-onboarding)
    - [Account Security & Access](https://kb.systemology.com/help-center/profile-settings?hsLang=en#account-security-access)
    - [Notifications & Preferences](https://kb.systemology.com/help-center/profile-settings?hsLang=en#notifications-preferences)
- [Admin & Billing](https://kb.systemology.com/help-center/admin-billing?hsLang=en#main-content)

    - [Team & User Management](https://kb.systemology.com/help-center/admin-billing?hsLang=en#team-user-management)
    - [Subdomain & Organization Settings](https://kb.systemology.com/help-center/admin-billing?hsLang=en#subdomain-organization-settings)
    - [Billing & Subscriptions](https://kb.systemology.com/help-center/admin-billing?hsLang=en#billing-subscriptions)
- [Permissions & Roles](https://kb.systemology.com/help-center/permissions-roles?hsLang=en)
- [Building Content](https://kb.systemology.com/help-center/building-content?hsLang=en)
- [Working With Content](https://kb.systemology.com/help-center/working-with-content?hsLang=en#main-content)

    - [Tagging & Organization](https://kb.systemology.com/help-center/working-with-content?hsLang=en#tagging-organization)
    - [Content & Collaboration Tools](https://kb.systemology.com/help-center/working-with-content?hsLang=en#content-collaboration-tools)
    - [Limits & Specifications](https://kb.systemology.com/help-center/working-with-content?hsLang=en#limits-specifications)
- [Training](https://kb.systemology.com/help-center/training?hsLang=en)
- [Reports & Compliance](https://kb.systemology.com/help-center/reports-compliance?hsLang=en)
- [Integrations & API](https://kb.systemology.com/help-center/integrations-api?hsLang=en)
- [Troubleshooting](https://kb.systemology.com/help-center/troubleshooting?hsLang=en#main-content)

    - [Technical Requirements & Compatibility](https://kb.systemology.com/help-center/troubleshooting?hsLang=en#technical-requirements-compatibility)
    - [Cache, Performance & Errors](https://kb.systemology.com/help-center/troubleshooting?hsLang=en#cache-performance-errors)
- [Status, Requests & Affiliate Program](https://kb.systemology.com/help-center/status-requests-affiliate-program?hsLang=en#main-content)

    - [Affiliate Program](https://kb.systemology.com/help-center/status-requests-affiliate-program?hsLang=en#affiliate-program)
- [Legal & Security](https://kb.systemology.com/help-center/legal-security?hsLang=en#main-content)

    - [Policies & Terms](https://kb.systemology.com/help-center/legal-security?hsLang=en#policies-terms)

[![2026-02-02 - Logo - SYSTEMology - v11 - 2024](https://kb.systemology.com/hs-fs/hubfs/Logos/SYSTEMology/2026-02-02%20-%20Logo%20-%20SYSTEMology%20-%20v11%20-%202024.png?width=200&height=30&name=2026-02-02%20-%20Logo%20-%20SYSTEMology%20-%20v11%20-%202024.png "2026-02-02 - Logo - SYSTEMology - v11 - 2024")](https://www.SYSTEMology.com/)

<https://www.youtube.com/c/systemHUB> <https://www.facebook.com/thesystemhub> <https://x.com/systemHUB> <https://au.linkedin.com/company/systemhub>

Copyright © 2026, SYSTEMology / systemHUB