Your Resource Library keeps every guide, SOP, and job aid in one place. Your team finds what they need on shift in the Library tab of the Opus Training app.
✅ Before you start: Admins, and Managers whose Role has the right permissions, build the Library in the Opus dashboard.
Upload Resources: Create Content permission.
Create and edit Tags: Manage Library permission.
Set Library Access: Update Automations and Library Access permission.
Table of Contents:
Build Your Library
Upload your Resources first, then organize them with Tags so your team can filter their Library.
Upload Your Resources
Click New at the top of the left navigation.
Select Resource > Upload Resource.
Click Browse files or drag files into the window. To add a link, click Paste link.
Give each Resource a name and description.
Click Create Resources in the bottom right corner.
You can upload several files at once. Uploaded files and links are published right away.
Resources teams most often add:
Category | Example Resources |
Product Guides | Features, specs, and instructions |
How-To Guides | Visual step-by-step instructions |
Training Guides | Guides for Trainers and for Trainees |
Software Guides | Point-of-sale or scheduling software |
Job Aids | Infographics and visual aids |
Newsletters | Weekly, monthly, or quarterly updates |
💡 Recommended file types: Use PDFs for documents, JPEGs for photos, and MP4s for video or audio.
➡️ Learn more:
Resources Overview: supported file types, Opus Docs, and how Resources look in the app.
Organize with Tags
Tags help your team filter their Library to find what they need fast. Use the terms your team already uses, and apply more than one Tag to an item when it fits.
Role or department: Sales Floor, Stockroom, Front Desk.
Training category: Product Knowledge, Safety, Tools and Technology.
Internal labels: Tags only Admins need, with Filterable in app turned off.
🎯 Example: Tag a point-of-sale guide "Sales Floor" and "Tools and Technology," so your team finds it under either Tag.
To create a Tag:
Go to Settings > Tags.
Click New Tag in the top right corner.
Name the Tag and choose whether it's Filterable in app.
On the Tags page, check Pin to list a Tag first in the Tag filter. You can pin up to 8 Tags.
To tag Resources, select them in Training > Library and use the Tag action that appears.
💡 Filterable in app hides the Tag, not the content: When it's off, only team members with the Manage Library permission see the Tag. Content with that Tag stays visible.
➡️ Learn more:
Tags Overview: pinned and filterable Tags, and how to add or remove Tags.
Share Resources with Your Team
Resources aren't assigned on their own. Your team reaches them through their Library, or inside a Module or Course you assign.
Set Library Access
Library Access decides who can find a Resource in their Library.
Open the Resource. It opens on the Overview tab.
On the Available in library row, click Make available.
Choose who gets access, like All Trainees or a Role, then click Save.
To change access later, click Edit on the same row.
To share many Resources at once, select them in Training > Library and use the Library Access action.
⚠️ Locations need a group: A Location on its own doesn't select anyone. Pair it with All Trainees, All Managers, a Role, or a department.
➡️ Learn more:
Library Access Overview: set access for one item or in bulk, and how it differs from assigning.
Add Resources to Training
Add a Resource to a Module when your team should review it as part of their training. When you assign the Module, the Resource goes with it.
To put a Resource where the work happens, set QR code to Anyone can scan to open on its Overview tab. Click View, then Download to print it, and your team can scan it to open the Resource on the spot.
➡️ Learn more:
How to Set Library Access for Resources: share Resources through the Library or inside a Module or Course.
How to Create QR Code Assignments: set up and print QR codes.
Track Who Opens Your Resources
Open a Resource to see its Access card on the Overview tab. It shows how many team members have opened the Resource, how many can find it in their Library, and the total number of opens.
Click View people to see who has opened it.
Resource Library Best Practices
Picture a Trainee mid-shift: name Resources with the words your team uses, so they find them with one search.
Mix formats: combine images, video, and text for different learning styles.
Check with your Managers: confirm a Resource will get used, then watch its opens on the Overview tab.
Work in bulk: select many items in the Library to tag them and set Library Access at once.
FAQ
Where does my team find the Resource Library?
In the Opus Training app, your team taps Library in the bottom navigation.
Why can't a team member see a Resource?
They don't have Library Access to it, and it isn't in a Module or Course assigned to them. Check the Available in library row on the Resource's Overview tab.
Can I assign a Resource?
Not on its own. Share it through Library Access, or add it to a Module that you assign.
Does assigned training show up in the Library?
Yes. Once a team member completes an assignment, it's automatically available in their Library for review.
Who can upload Resources?
Admins, and Managers whose Role has the Create Content permission.
Once someone has access to a Resource in their Library, they can download it to their personal device.
What file types can I upload?
Most common document, image, video, and audio files, plus links. Resources Overview lists every supported type.