Table of Contents:
Updating User Details
To update someone's details:
Find them by searching in the Users page or by opening 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
From the Dashboard, go to the Users page
Click a name and open the Assigned tab. This will show you if that person is incomplete or past-due on their training.
Completed Assignments
From the Users page, click a name and open the Completed tab
Click on a completed course or module to see the assignment history, when the training was started, and completed
Select Show Responses to see 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 > Courses or Modules
Select the course or module you'd like to manage
Open the Manage tab
From here, you can:
Check completion statuses
Bulk-select people to reassign training
Send a message
Manually mark training as completed
Managing Assignments for Multiple People
You can view a list of everyone who has been assigned or completed a specific course or module.
To manage assignments for multiple people at once:
In the dashboard, go to Training > Courses or Modules
Select the course or module you want to manage
Open the Manage tab
From here, you can:
Check completion statuses
Bulk-select people to reassign training
Send a message to selected people
Manually mark training as completed
Deleting, Removing, or Deactivating a Profile
If someone has left your business, you can deactivate their profile from the dashboard. Follow these steps if you want to delete a profile:
Open their profile
Click the ellipsis (…) in the top right corner, then select Deactivate account.
Once deactivated, the profile's status will be updated to Deactivated. No profiles are permanently deleted, so your team 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 the blue "Reactivate account" button in the top right corner.
Merging (Combining) Duplicate Profiles
Sometimes someone ends up with duplicate profiles. Follow these steps to merge them into one:
Go to the dashboard and locate one of the duplicate profiles
Click the ellipsis ... in the top right corner to deactivate the profile
Click the blue "Merge User" button that appears in the deactivated profile
Use the two dropdown menus to select the profiles you want to merge
Please remember to look over the email, phone number, and other profile details for accuracy. Once merged, the training progress and profile information will be combined into a single profile.
If your HRIS is integrated with Opus, deactivations happen automatically once someone is removed from your HR system. Learn more about HRIS integrations.