Manage your team's profiles, training progress, and assignments from People > Users in the dashboard.
Table of Contents:
Updating Team Member Details
To update a team member'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:
User type
Roles
Locations
Regions, Franchises, and Brands (if your business uses them)
Job Title (Admin profiles only, edited by Admins)
Language
Phone number
Email
š” Profile photos: Team members add their own photo in the Opus Training app. Admins and Managers can also add theirs in the dashboard. You can't add or change a photo for someone else. Learn more in How to Add a Profile Photo.
Tracking Training Progress
Incomplete Assignments
In the dashboard, go to People > Users.
Click a name and open the Assigned tab to see whether they have 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.
Managing Assignments for One Team Member
To manage assignments for one team member 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 Reporting > Assigned.
Find the team member and:
Check their status, or click their row to see their assignment timeline
Click the ā¦ menu on their row to Reassign, Message, Mark Complete, Update Due Date, Download Certificate, or Remove
Managing Assignments for Multiple Team Members
View a list of everyone who has been assigned or has completed a specific Course or Module.
To manage assignments for multiple team members 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 Reporting > Assigned.
From here, you can:
Check completion statuses
Select team members and click Reassign to reassign training
Select team members and click Message to send them a Message
Select team members and click Mark Complete to manually mark training as completed
Select team members and click Update Due Date or Remove
Deactivating (Removing) a Profile
If a team member has left your business, deactivate their profile to remove them from Opus. To deactivate a profile:
Open their profile.
Click the ā¦ menu in the top right corner and select Deactivate account.
Once deactivated, the profile's status changes to Deactivated. Deactivated profiles aren't deleted, so team members can be reactivated if they return.
š” Using an HRIS? If your HRIS integration is set up to sync deactivations, Opus deactivates team members when your HR system marks them inactive or on leave.
Reactivating a Profile
Reactivate a profile from the dashboard when a team member returns to your business:
Go to People > Users, open the Deactivated filter, choose Only deactivated, and open their profile.
Click Reactivate account in the top right corner.
Merging (Combining) Duplicate Profiles
If a team member ends up with duplicate profiles, merge them into one:
In the dashboard, find one of the duplicate profiles.
Click the ā¦ menu in the top right corner and select Deactivate account.
Click Merge user in the deactivated profile.
In Merge, choose the duplicate profile to remove. In Into, choose the active profile to keep.
Click Merge.
Check the email, phone number, and other profile details for accuracy before you merge. The training records move to the profile you keep.
ā ļø Merging can't be undone: The profile in Merge is permanently deleted. Where both profiles have the same training, only the more complete record is kept.
FAQ
What's the difference between deactivating and merging a profile?
Deactivating removes a team member's access when they leave your business. Merging combines two profiles for the same team member into one, and their training records move to the profile you keep.
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 a team member who no longer works here?
Deactivate their profile. Open their profile from People > Users, click the ā¦ menu in the top right corner, and select Deactivate account.
To remove several team members at once, select them on the Users page and click Deactivate.
Can I permanently delete a profile?
No. You can deactivate a profile, which keeps its training history, but you can't delete it. The only way a profile is removed is by merging it into another profile. 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. Merge the two profiles to combine them (see Merging (Combining) Duplicate Profiles above).
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.
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 team member 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 ā¦ 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.
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.
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 team members, 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.