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Getting Started: Resource Library

Learn how to build a searchable Resource Library, so your team can find every guide, SOP, and job aid in the Opus Training app.

Written by Ben Brunken
The Library tab in the Opus Training app

Your Resource Library keeps every guide, SOP, and job aid in one place, so your team can search for what they need on shift in the app they already use.

Add your Resources to Opus before you assign any training. A well-built Library means:

  • For Admins: every training Resource managed and organized in one place.

  • For Managers and Trainees: instant recall of any guide, Course, or Resource right in the Opus Training app.

Table of Contents:


How to Set Up Your Resource Library

Training › Library with the Resources filter and New Resource

To build your Library:

  1. Upload your Resources into Opus

  2. Organize them with Tags

  3. Set up Library Access

Step 1: Upload Your Resources

  1. Click + New at the top of the left navigation.

  2. Select Resource > Upload Resource.

  3. Click Browse files to choose a file from your device (or drag and drop it), or click Paste link to add a link.

  4. Add a name and description.

  5. Click Create Resources in the bottom right corner.

These are the Resources we most often see in Opus:

Categories

Example Resource

Product Guides

Features, specs, and instructions

How-To Guides

Visual step-by-step instructions

Training Guide

For Trainers or For Trainees

Software Guides

Point-of-sale or scheduling software

Job Aids

Infographics, visual aids, etc.

Newsletters

Weekly, Monthly, Quarterly newsletters

💡 Recommended file types: Opus supports many file types, but we recommend PDFs for documents, JPEGs for photos, and MP4s for video or audio. See the full list in Resources Overview.

Step 2: Organize with Tags

Tags help everyone find what they need fast. Pin them or make them Filterable in app so your team can filter their Library in the app.

Common approaches:

  • Your business's own terms

  • Training categories

  • Role or Department (Sales Floor, Stockroom, Front Desk)

  • Internal labels for Admins

Apply multiple Tags to one item, using terms your team already uses.

🎯 Example: A point-of-sale Module can be tagged "Sales Floor" and "Tools and Technology," so your team can find it under either Tag.

To create a Tag:

  1. Go to Settings > Tags.

  2. Click + New Tag in the top right corner.

To edit or delete a Tag later, use the … menu at the end of its row.

💡 Filterable in app applies to the Tag: When it's off, the Tag is only visible to team members with the Manage Library permission, in the dashboard and the app. Managers see it only if their Role includes Manage Library. It doesn't hide the content tagged with it.

Settings › Tags with Pin and Filterable in app

➡️ Learn more:

Step 3: Set Up Library Access

Library Access lets your team self-serve training. With access, team members can even take Modules and Courses on their own.

To set up access:

  1. Open the Resource. It opens on the Overview tab.

  2. Find Available in library and click Make available.

  3. Select the groups who should have access, like All Trainees or a Role, then click Save. To limit access to a Location, pair the Location with a user type or Role.

The Resource must be published before you can make it available.

To change access later, click Edit on the Available in library row.

⚠️ Standalone Resources can't be assigned: Share them through Library Access, or include them in a Course or Module that you assign.

➡️ Learn more:


Resource Library Best Practices

  • Picture a Trainee mid-shift: make Resources easy to reach in the app and name them with terms your team recognizes.

  • Design for different learning styles: mix images, video, and text.

  • Involve the teams who use them: confirm with your Managers that Resources will get used, and check engagement on the Reporting tab.

  • Use bulk actions: select many items in the Library to tag them and set Library Access at once.


FAQ

Where can Trainees find the Resource Library?

Trainees find their Library in the Opus Training app by tapping Library in the bottom navigation.

What's included in the Library? What file types are accepted?

You can upload most common file types into Opus. See the full list in Resources Overview.

Who can upload a Resource? Who can download?

Anyone with the Create Content permission can upload Resources to Opus. Once someone has access to a Resource in their Library, they can download it to their personal device.

Can I limit access? If someone is assigned content, are they granted access at that time?

Yes. Library Access controls who can find each item.

  • Assigned Courses and Modules are automatically added to a team member's Library once completed.

  • When someone has access to a Module, Course, or Resource, they can choose to take that training.

  • Resources can't be assigned. They can only be shared through Library Access.

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