Set up a shared profile so your team can train and complete Tasks on one store device. Opus is built for team members to train on their own smartphones, but some customers prefer a shared device.
A shared device keeps training on-site during work hours and supports compliance alongside the clock-in feature. For easy login, use a store-specific email address and a simple password. Many customers also create a dedicated Role, such as "iPad" or "Shared Restaurant Login", to keep this profile separate from individual Trainee profiles.
⚠️ Individual tracking: A shared store profile limits the ability to track individual training progress or Task completion. If monitoring individual performance matters to your team, we recommend that each team member use their own profile whenever possible.
Table of Contents:
How to Create a Shared Profile
You can set up the shared device as a Trainee profile or as a Manager or Admin profile.
Trainee: Completes training and finds Resources, like any Trainee.
Manager or Admin: Has more permissions, and needs an email address to be invited.
Learn more about how permissions work in Role-Based Permissions Overview.
Option 1: Trainee Profile (recommended)
This option is simple and works even if your store phone number is a landline.
Get your Location's invite link or QR code from the dashboard or the app.
On the dashboard, click New in the top left corner, then Invite Users > Trainee, and select the Location.
Below the QR code, click Copy as URL to send the link in an email or text message.
Learn more in How to Invite a Trainee.
Open the link on your store device, or scan the QR code with it. Either one opens the sign-up page.
Complete the sign-up form:
Choose your preferred language.
Enter a first and last name, for example "Store" and "Tablet".
Tap Don't have a phone? Use an email instead. and enter an email and a password of at least 8 characters.
Tap Sign up for free.
Download the Opus Training app from the App Store or Google Play when prompted.
In the app, tap Don't have a phone number? and log in with the email and password you just created.
Option 2: Manager or Admin Profile
On the dashboard, click New in the top left corner.
Select Invite Users > Admin or Manager. Managers see Manager here.
At the top of the Invite user dialog, select Manager. Only Admins see this choice.
Fill in the contact information.
First name, last name and email address are required.
A mobile phone number is optional but highly recommended for easier login.
Under Which locations do they manage?, select one or more Locations.
(Optional) Under What is their role?, select a Role for this profile, for example "Shared Restaurant Login".
Click Invite.
Download the Opus Training app from the App Store or Google Play to your store device.
Log in on your store device with the phone number or email address you entered. To log in with the email, tap Don't have a phone number?, then Forgot password? the first time to set a password.
Best Practices
Use a shared store email that can be accessed from your store device.
Create a simple password everyone can remember, at least 8 characters long.
Create a dedicated Role, for example "Store Device" or "Shared Login".
For a Manager or Admin profile, customize the Role's permissions. Learn more in Role-Based Permissions Overview.
FAQ
Do I need a phone number to create a shared profile?
No. If you have a store phone number that can receive SMS and everyone using the device can access it, phone number sign-up is recommended. Otherwise, signing up with a shared email and password is the easiest and most reliable option.
Should I use a Manager profile for the store device?
Usually not. A Trainee profile mirrors what your team sees in the app and keeps things simple. A Manager profile can work if you want broader access or visibility into reporting, but most shared store profiles don't need it.
Can I restrict what the store device shows?
Yes. By creating a specific Role for store devices, adding specific locations, and customizing permissions, you can restrict what they can access. Trainees see only the content assigned to them.
Can multiple team members use the same store profile?
Yes, store profiles are designed for shared logins on a single device.