Skip to main content

How to Invite a Manager

Invite Managers to the dashboard and app, invite many at once, promote a Trainee to Manager, and update a Manager's Locations.

Written by Ben Brunken

In Opus, Managers play a key role in supporting their teams — but they must be invited by an Admin to get started.

This guide walks you through how to invite a Manager from the dashboard, adjust their access, and promote a Trainee to a Manager role.

Table of Contents:

How to Invite a Manager from the Dashboard

There are three user types in Opus: Admins, Managers, and Trainees. Learn more in Role-Based Permissions Overview.

Managers can only be invited by an Admin via the Opus dashboard. Here's how:

  1. Click the +New button in the top left corner and select Invite Users from the dropdown

  2. Choose Admin or Manager and choose between Manager and Admin Role in the modal

  3. Enter contact information in the required fields.

    1. A phone number is optional for Managers, but highly recommended

  4. Assign one or more locations to the Manager

    1. Entering a Role is optional here; select the Role this person will have (example: General Manager or District Manager). Do not select the Roles that this person oversees

  5. Click the "Invite" button

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. As an Admin, you can modify a Manager's location access at any time. Here is how:

  1. In your dashboard, go to People in the left-hand menu, then select Users

  2. Search for and select the Manager whose permissions you'd like to update

  3. In their profile, under Details, hover over Locations and click the pencil icon

  4. Add or delete locations

Promote a Trainee to a Manager

Here is how to promote a Trainee to a Manager in Opus:

  1. In your dashboard, go to People in the left-hand menu, then select Users

  2. Under Details hover over User Type and click the pencil icon next to "User Type"

  3. Select Manager

  4. Enter their location(s) and email address

    1. Optional: Add a Role. Roles are optional and used for specific auto assignments — do not select the various Roles they oversee

  5. 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.

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.

Can I change a Manager's locations after they're invited?

Yes. Update their location access anytime from their profile under Details.

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 sign in at dashboard.opus.so with the email address you invited them with, or in the Opus Training app with their phone number. Learn more in How to Log In to Opus.

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.

Did this answer your question?