Invite Managers from the Web 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 web dashboard, here's how:
Click the blue "+" button in the top left corner
Hover over "Invite" from the dropdown menu
Click "Admin or Manager" from the dropdown menu
On the left, enter the name and phone number of the manager you are inviting
On the right, select the "Manager" role, under Permissions
Assign one or more locations to the manager.
Entering a Role is optional here; do not select the roles that this person oversees
Enter their email address
Click the "Invite" button
Once invited, the manager you created will receive a short series of emails introducing them to the platform and the basic functions of the mobile app.
Edit Manager Access
Managers only have access to trainees at the locations you've assigned them. As an admin, you can update what locations your managers have access to at any time. Follow these steps:
Head to your People page
Click the name of the manager whose permissions you'd like to update
In their profile, under Details, hover over Locations and click the pencil icon
Select locations to add
Click the "x" next to location you'd like to remove
Promote a Trainee to a Manager
Here is how to promote a Trainee to a Manager in Opus:
Go to their profile
Under "Details" hover over where it says "Employee" and click the pencil icon next to "User Type"
Select "Manager"
Enter their Location, Email address and Role (Role is optional and used for specific auto assignments - do not select the various roles they oversee)
Click Save