Assign a Manager to a Brand, Region, or Franchise to give them access to every Location in it at once. Their view stays scoped to the Locations they oversee.
✅ Before you start: Only Admins can add or change Brand, Region, and Franchise memberships, and they're set on Manager profiles.
💡 Good fit: District Managers, Regional Managers, Franchisees, or any Manager who oversees several Locations.
Table of Contents
Why Use Manager Group Memberships?
One assignment, instant access. Assign a Manager to a Region once, and they get access to every Location in it, including Locations added later.
Focused dashboards. Managers see only the Locations in their groups, plus any Locations assigned to them directly. A Regional Manager won't see data from other Regions.
Automatic upkeep. When a Location moves between Regions or a new Location opens, the Manager's access updates automatically.
How to Assign a Membership
In the dashboard:
Go to People > Users and open the Manager's profile.
Click the Regions, Franchises, or Brands field and select one or more groups.
Click outside the field to save.
You can also add memberships when you invite a Manager. In the invite form, choose their Locations under Which locations do they manage?, then pick groups under Which regions do they manage?, Which franchises do they manage?, or Which brands do they manage?
In the Opus Training app, open the Manager's profile, tap Regions, Brands, or Franchises, and select the groups.
You can combine a group membership with direct Location assignments if a Manager needs access to Locations outside their group. Removing a group membership removes the Manager's access to that group's Locations, except Locations assigned to them directly.
❓ Inviting a Manager who will oversee a group? The invite still needs at least one Location. Choose one Location in their group, or a dedicated HQ Location.
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, in the dashboard and the Opus Training app
Receive assignments from Automations that target 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 group, including any nested Regions, Brands, or Franchises inside it.
What happens when a new Location is added to the Region, Franchise, or Brand?
The Manager gets access to the new Location automatically. No action needed.
Why isn't the Manager showing up in Location reports?
Location reports only count profiles with a direct Location assignment. Add the Location to their profile to include them.
Can I assign a Manager to more than one group?
Yes. You can assign several Regions, Brands, or Franchises to one Manager's profile.