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.
How to Invite a Manager from the Dashboard
There are three user types in Opus: Admins, Managers and Trainees. Click here to learn more. Managers can only be invited by an Admin via the the Opus dashboard. Here's how:
Click the +New button in the top left corner and select Invite Users from the dropdown
Choose Admin or Manager and choose between Manager and Admin Role in the modal
Enter contact information in the required fields.
A phone number is optional for managers, but highly recommended
Assign one or more locations to the manager
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
Click the "Invite" button
Once invited, the user you invited 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 manager location access at any time. Here is how:
In your dashboard, select Users from the left hand menu
Search for and select the user whose permissions you'd like to update
In their profile, under Details, hover over Locations and click the pencil icon
Add or delete locations
Promote a Trainee to a Manager
Here is how to promote a Trainee to a Manager in Opus:
In your dashboard, select Users from the left hand menu
Under Details hover over User Type and click the pencil icon next to "User Type"
Select Manager
Enter their location(s) and email address
Optional: Add a role. Roles are optional and used for specific auto assignments - do not select the various roles they oversee
Click Save
