Invite Managers so they can support their team at the Locations they manage. You can also update a Manager's Locations or promote a Trainee to Manager.
✅ Before you start: Admins can invite Managers and Admins.
Managers can invite other Managers when they have the Invite Others permission, which is on by default.
Table of Contents:
How to Invite a Manager from the Dashboard
Each team member in Opus is an Admin, Manager, or Trainee. Learn more in Role-Based Permissions Overview.
Click New at the top of the left nav, then select Invite Users > Admin or Manager
You can also go to People > Users and click Invite Users in the top right corner
In the Invite user dialog, select Manager
Enter their First Name, Last Name, and Email Address
A Mobile Phone Number is optional, but highly recommended so they can log in to the Opus Training app
Under Which locations do they manage?, select one or more Locations
Optional: under What is their role?, select the Role this person holds (for example, General Manager or District Manager)
Do not select the Roles this person oversees
Click Invite
Once invited, the Manager can log in to the dashboard with the email address you entered.
Once invited, the new Manager will receive a short series of emails introducing them to the platform and the basic functions of the Opus Training app.
Edit Manager Access
Managers can only access Trainees at their assigned Locations. You can change a Manager's Locations at any time.
Go to People > Users
Search for and select the Manager
On the Profile tab, under Details, hover over Locations and click the pencil icon
Add or remove Locations
Promote a Trainee to a Manager
Admins can promote any Trainee. Managers can promote Trainees to Manager when they have the Promote Trainees permission.
Go to People > Users
Search for and select the Trainee
On the Profile tab, under Details, hover over User type and click the pencil icon
In the Edit user type dialog, select Manager
Select their Locations and enter their Email
Optional: add a Role. Only select the Role they hold, not the Roles they oversee
Click Save
FAQ
Can a Manager invite other Managers?
Yes. Managers can invite other Managers to the Locations they manage. Only Admins can invite Admins.
Can I invite many Managers at once?
Yes. Admins can go to Settings > Scheduled Invites and click Schedule Invites to upload a CSV of Managers or Admins, with their Locations and Roles. Send the invites right away, or choose a date and time.
How do I resend an invite to a Manager?
There's no resend option, and a Manager doesn't need a new invite to get started. They can log in at dashboard.opus.so with the email address you invited them with, or in the Opus Training app with their phone number.
Can I change a Manager's Locations after they're invited?
Yes. Update their Locations anytime from the Profile tab on their profile, under Details.
What happens if I assign a Role when inviting a Manager?
The Role determines which permissions and Automations apply to them. Only select the Role this person holds, not the Roles they oversee.