Folders group Modules, Courses, Resources, Check-ins, and Checklists into clear structures, so your team can go straight to what they need as your Library grows.
Library Access controls who can see each Folder.
Folders appear in both the dashboard and the Opus Training app.
Table of Contents:
How to Set Up Folders
Creating a New Folder
✅ Before you start: You need the Manage Library permission to create, edit, or delete Folders.
In the dashboard, go to Training > Library with All selected.
Click New folder next to Folders.
Enter a Name.
(Optional) Add a Description and choose a cover:
A color
An emoji
A cover image (16:9, at least 1200×675 px, JPG or PNG)
Click Save.
💡 Name Folders the way your team talks: Clear, familiar names help everyone find what they need.
Adding Content to Folders
Add content from inside the Folder or directly from your Library.
From Inside a Folder
Open the Folder.
Click Select content. The Add Content to Folder dialog opens.
In the list on the left, click any item to add it. Selected items appear on the right. Click one there to remove it.
Click Add.
To upload new files straight into the Folder, click Upload files.
From Your Library
Go to Training > Library. Select a filter like Modules or Courses to narrow the list, or filter by Tags.
Select items using the checkboxes.
Click Add to Folder in the bar at the bottom of the screen.
Choose the Folders, then click Add.
💡 Build Folders in bulk: With All selected, the Library shows all your training in one place. Filter by Tags to find specific content, then add it to Folders in bulk.
Setting Library Access for Folders
Library Access controls who can see a Folder and its contents in their Library.
Go to Training > Library and open the Folder.
In the Library Access card, click Add Access (or edit the existing rules).
Choose who should see this Folder by Role, Department, or other criteria, optionally narrowed to specific Locations.
Removing Library Access from a Folder doesn't delete the content. It hides the Folder from team members who no longer have access.
⚠️ Subfolder access depends on the parent: Team members can't see a Subfolder unless they have access to its parent Folder.
➡️ Learn more:
Library Access Overview: choose who can find content in their Library.
Creating Subfolders
Create Folders within Folders (Subfolders) to organize content even further.
Open the Folder where you want to add a Subfolder.
Click + Subfolder in the Subfolders section, or select … > Add subfolder at the top of the page.
Enter a Name.
(Optional) Add a Description and a cover.
Set Library Access for the Subfolder.
💡 Subfolders inherit access: By default, Subfolders inherit their parent Folder's Library Access, and you can restrict it further.
🎯 Example: A parent Folder might be visible to all Managers, while a Subfolder is limited to Managers at specific Locations.
Removing Content from a Folder
Remove items from a Folder at any time without deleting the content itself.
Remove One Item
Open the Folder.
Click the … menu next to the item.
Select Remove from Folder.
Remove Several Items at Once
In the Folder, select items using the checkboxes.
Click Remove from Folder in the bar at the bottom of the screen.
💡 Removing isn't deleting: The item stays in your Library and can be added to other Folders at any time.
Deleting a Folder
Deleting a Folder doesn't delete the content inside. It only removes the organizational structure.
Go to Training > Library with All selected.
Hover over the Folder and click its … menu. (Or open the Folder and select … > Delete folder at the top of the page.)
Select Delete folder.
⚠️ Check access first: Deleting a Folder can remove Library Access from content that doesn't have its own Library Access rules.
Folders in the Opus Training App
You create and organize Folders in the dashboard. In the Opus Training app, Folders appear at the top of the Library, so team members can find training on the go.
Each team member only sees the Folders and Subfolders they have access to.
Tips for Organizing Your Folders
Think about how your team searches: Name your Folders the way your team talks about their work.
Start with Tags, then build Folders: Tag your content by topic, Role, or Location first. Then filter by Tags in your Library and add content to Folders in bulk.
Match your structure: Organize by Role (like "Sales Associates" or "Team Leads") or by training topic (like Seasonal Promotions, Career Development, or New Hire Onboarding).
Keep the hierarchy simple: Team members need access to the parent Folder to reach Subfolders.
Be careful with sensitive content: Avoid putting it in a Subfolder if the parent Folder has wide access.
Plan Library Access early: Set access before creating multiple Subfolders. It's easier than fixing it later.
FAQ
Can I create Folders within Folders?
Yes. Create Subfolders to organize content in multiple levels.
Who can see the Folders I create?
Admins, Managers, and team members with Library Access to a Folder can see it.
Can I give someone access to a Subfolder only?
No. Team members need Library Access to the parent Folder to see any of its Subfolders.
What happens if I remove someone from a Folder?
They lose access to the Folder and all Subfolders inside it, but the content stays in the Library.
What happens to the content if I delete a Folder?
Nothing. The content stays in your Library. Deleting a Folder only removes the organizational structure.
Are Folders visible in the Opus Training app?
Yes. Folders appear at the top of the Library in the app for anyone with access to them.
Can I move content from one Folder to another?
Yes. Remove it from one Folder and add it to another at any time.
Can the same content be in multiple Folders?
Yes. One piece of content can be in multiple Folders, including Subfolders, so you can organize the same training in different ways for different audiences.
Can I give someone access to one piece of content without giving them the whole Folder?
Yes. You can still set Library Access on individual content. Learn more: Library Access Overview: choose who can find content in their Library.
Can I move a Folder into another Folder?
No. To build a Folder structure, open the parent Folder and click + Subfolder.
How do I make a Folder visible to everyone?
Open the Folder and, in the Library Access card, give access to everyone or to groups like All Trainees or a Role, optionally narrowed to specific Locations. Everything inside the Folder becomes visible to them too.
What's the difference between a Folder and a Module?
A Folder organizes content in your team's Library so it's easy to find. A Module is training you assign, with an order, Sections, and completion tracking. Learn more: How to Create and Manage Modules: build, organize, and assign Modules.
Can I download the files in a Folder?
Yes. In the dashboard, open a Resource and select … > Download (for an Opus Doc, Export PDF).
To download several at once, go to Training > Library, select the Resources filter, select them, and click Download.