Manage your team's profiles, training progress, and assignments from People > Users in the dashboard.
Table of Contents:
Updating User Details
To update someone's details:
Go to People > Users, search for the team member, and open their profile.
In the Details section, update any of the following fields:
Role
Location
Job Title
Language
Phone Number
Email
Tracking Training Progress
Incomplete Assignments
In the dashboard, go to People > Users.
Click a name and open the Assigned tab to see whether that person has incomplete or past-due training.
Completed Assignments
From People > Users, click a name and open the Completed tab.
Click a completed Course or Module to see the assignment history, including when the training was started and completed.
Select Show Responses to see their answers to quiz questions and their grade for the training.
Managing Assignments for a Single Person
To manage assignments for one person at a time from the dashboard:
Go to Training > Library and select the Courses or Modules filter.
Open the Course or Module you'd like to manage.
Go to Manage > Assignments.
Find the person and:
Check their status, or click their row to see their assignment timeline
Click the … menu on their row to Reassign, Message, Mark Complete, Update Due Date, Download Certificate, or Remove
Managing Assignments for Multiple People
You can view a list of everyone who has been assigned or has completed a specific Course or Module.
To manage assignments for multiple people at once:
In the dashboard, go to Training > Library and select the Courses or Modules filter.
Open the Course or Module you want to manage.
Go to Manage > Assignments.
From here, you can:
Check completion statuses
Select people and click Reassign to reassign training
Select people and click Message to send them a Message
Select people and click Mark Complete to manually mark training as completed
Deactivating (Removing) a Profile
If someone has left your business, deactivate their profile to remove them from Opus. There's no separate delete option: deactivating is how you remove a former team member, and it keeps their training history. To deactivate a profile:
Open their profile.
Click the … menu in the top right and select Deactivate account.
Once deactivated, the profile's status changes to Deactivated. No profiles are permanently deleted, so team members can be reactivated if they return.
Reactivating a Profile
If someone was deactivated, either by mistake or on purpose, and is returning to your business, you can reactivate their profile from the dashboard:
Find their profile using the search bar at the top of the dashboard.
Click Reactivate account in the top right.
Merging (Combining) Duplicate Profiles
Sometimes someone ends up with duplicate profiles. Follow these steps to merge them into one:
In the dashboard, find one of the duplicate profiles.
Click the … menu in the top right and deactivate the profile.
Click Merge User in the deactivated profile.
Use the two dropdown menus to select the profiles you want to merge.
Check the email, phone number, and other profile details for accuracy. Once merged, the training progress and profile information are combined into a single profile.
💡 Using an HRIS? If your HRIS is integrated with Opus, deactivations happen automatically once someone is removed from your HR system. Learn more in HRIS Integration Overview.
FAQ
What's the difference between deactivating and merging a profile?
Deactivating removes someone's access when they leave your business. Merging combines two profiles for the same person into one, keeping all their training history.
Can I reactivate someone after deactivating them by mistake?
Yes. Find their profile and click Reactivate account.
Will deactivating someone delete their training history?
No. Training history stays intact and reappears if the profile is reactivated.
How do I remove an employee who no longer works here?
Deactivate their profile. Open their profile from People > Users, click the … menu in the top right, and select Deactivate account. To remove several people at once, select them on the Users page and click Deactivate.
Can I permanently delete a profile?
No. Profiles can be deactivated, but not deleted, so training history is never lost. A deactivated team member can't sign in or be assigned training.
How do I change a team member's phone number?
Open their profile from People > Users and update the Phone number field. They don't need access to their old number. Next time they sign in, they'll get a code at the new number.
If you see "Sorry another user has this phone number," that number already belongs to another profile, often a duplicate. Learn how to combine them in Merging Duplicate User Profiles.
Can I reset a team member's password?
No. Team members who sign in with email can reset their own password from the Forgot password? link. Team members who sign in with a phone number don't have a password. They get a code by text. Learn more in How to Log In to Opus.
Where can I see deactivated team members?
Go to People > Users, open the Deactivated filter, and choose Only deactivated. You'll also see when each person was deactivated, and by whom.
Can I pause someone who's on leave?
There's no pause option. To stop notifications while they're away, open their profile, click the … menu, and select Disable push notifications. You can also deactivate their profile and reactivate it when they return. Their training history is kept either way.
Who can deactivate and reactivate team members?
Anyone whose Role has the Deactivate Trainees permission. Admins have it, and Manager Roles have it by default. Managers can't deactivate Admins, or Managers in a more senior Role. Learn more in Role-Based Permissions Overview.
Does removing someone from our HRIS deactivate them in Opus?
It can. If your HRIS integration is set up to sync deactivations, Opus deactivates team members when your HR system marks them inactive or on leave, and reactivates them when they're active again. Ask your CSM how your integration is set up. Learn more in HRIS Integration Overview.
How do I add someone to another Location?
Open their profile from People > Users and add the Location in the Locations field. To update several people, select them on the Users page and click Add to locations. Managers can only choose Locations they manage. An Admin needs to add someone to any other Location.