Roles in Opus help you identify an employee’s job title or function. They also allow you to tailor training and communication to specific groups of employees.
Roles are added to an employee’s profile by an Admin or Manager after they sign up with Opus. If you have an HRIS integration in place, the role will be automatically populated for all new team members who sign up.
Once created, all roles will appear on the Roles tab on the lefthand side of your dashboard.
How to add a new role
Go to Roles in the right-hand menu of your dashboard
Click the blue + New Role button in the top right
Enter the Role Name
(Optional) Select a Department if needed.
(Optional) Assign Direct Reports.
Choose the permission level for your role:
Admin: Manages Opus overall (full access).
Manager: Oversees specific locations or teams.
Trainee: Completes training and task lists and accesses resources.
Manager Role Hierarchy
Admins can set up a Manager role hierarchy to control what different Managers can see in Opus. Here is how it works:
Managers can only see users and activity at their level and below. This includes assignments, messages, and reporting.
Levels only apply to Manager roles:
Admins always have full access. They are above all manager roles and levels.
Trainees are always below all manager roles and levels.
By default, all Manager roles are at the same level. This means there’s no visibility restriction until an admin creates the hierarchy.
Creating or Editing Manager Roles
When creating a new Manager role, you’ll choose its level, and it defaults to the highest level.
How to Edit Your Hierarchy
Go to Roles in your dashboard
Click Edit Manager Levels in the top right corner
Drag and drop or select levels to arrange your manager roles
Save your changes
You can edit existing Manager roles anytime to assign them a level in the role settings. There’s no limit to how many levels you can create.
FAQ
What happens if I delete a role?
If you delete a role, any users assigned to it will lose their role until you assign them to a new one. Deleting a role does not delete the users themselves.
What’s the difference between an Admin, Manager, and Trainee?
Admins can access and manage everything in the account, including content, users, and settings.
Managers oversee their teams: they can assign training, track progress, and message their team.
Trainees can complete training and task lists, and access resources and messages.
What happens if I don’t set up a hierarchy?
Nothing changes. All manager roles start at the same level by default, so everyone continues to see the same information as before.
Can I change a manager’s level later?
Yes! Admins can edit manager roles at any time to adjust their level in the hierarchy.
Is there a limit to how many roles and levels I can create?
No, there’s no limit. You can create as many roles and manager levels as your organization needs.
Does the hierarchy affect Admins or Trainees?
No. Admins always have full access to everything, and Trainees are always below all manager roles regardless of levels.