Admins can assign managers to a brand, region, or franchise instead of adding locations one by one. This gives managers automatic access to every location in that group and keeps their view scoped to what’s relevant to them.
💡 This is especially useful for roles like District Manager, Regional Manager, Franchisee, or any manager who oversees multiple locations across a group.
Table of Contents
Why Use Group Memberships?
One assignment, instant access. Assign a manager to a region once, and they get access to every location in it, including any new locations added later. No manual updates needed.
Focused dashboards. Managers only see the locations, teams, and roles relevant to them. A regional manager won’t see data from other regions, and a franchise manager stays scoped to their own franchise.
Automatic upkeep. When locations move between regions or a new location opens, the manager’s access updates automatically.
How to Assign a Membership
Memberships can only be added from the Opus dashboard and only after a manager has been invited.
Open the manager’s profile in the dashboard.
Update the region, brand, and/or franchise fields.
Save.
Memberships can also be added from the Opus Training app. Find the manager’s profile, select the location field, and add a region, brand, and/or franchise membership.
You can combine a group membership with individual location assignments if a manager needs access to locations outside their region.
Removing a group membership removes the manager’s access to all locations in that group.
❓ When inviting a manager who will oversee a location group, assign them a "home location" during the invite. This can be one location within their group, or a dedicated HQ or admin location. You can add their region, brand, or franchise membership once their profile is created.
Access vs. Reporting
Group memberships control access and visibility, but they do not affect who is counted in a location’s reporting.
Group memberships let a manager:
See all locations in that group (dashboard + mobile)
Receive training automation assignments for those locations
View completion, adoption, and headcount for those locations
Group memberships do not:
Count the manager in a location’s completion, adoption, or headcount numbers
❓ Need the manager included in a location’s reported metrics? Add that location directly to their profile in addition to the group membership.
FAQ
Does a region assignment include sub-regions?
Yes — access extends to all locations in the region, including sub-regions, sub-brands, and sub-franchises.
What happens when a new location is added to the region, franchise, or brand?
The manager gets access automatically to the additional location. No action needed.
Why isn't the manager showing up in location reports?
Location reports only count users with a direct location assignment. Add one to their profile to include them.
Can I assign a manager to more than one group?
Yes — you can assign multiple regions, brands, or franchises to a single manager profile.