Locations and Roles decide who gets which training and how your reporting rolls up. Set them up before you invite your team, so every assignment and report can reach the right team members.
✅ Before you start: Creating Locations, Roles, and their groups needs the Change Org Settings permission.
Admins have it by default. Managers have it only when their Role turns it on.
Everything here is on the web dashboard, under People in the left menu. There's no limit to how many you can create.
Table of Contents:
Locations and Location Groups
Locations are the base of your setup. Group them into Regions, Brands, or Franchises to assign training and filter reporting across many sites at once.
Locations
A Location is one site where your team works. Each Location has its own signup link and QR code, and Trainees join the Location whose link they use.
To add one, go to People > Locations and click New Location in the top right corner.
Regions
Regions group Locations, often by geography. A Region can sit inside a parent Region, so you can nest them.
To add one, go to People > Regions and click New Region.
Brands
Brands group Locations that share a brand. Add a logo and color, and Trainees and Managers who belong to one Brand see them in the Opus Training app.
To add one, go to People > Brands and click New Brand.
Franchises
Franchises group Locations by franchisee.
To add one, go to People > Franchises and click New Franchise.
💡 Don't see Regions, Brands, or Franchises? Each group type appears under People once it's turned on for your business. To turn one on, message our team through chat or email support@opus.so.
➡️ Learn more:
How to Create & Manage Locations, Brands, Franchises and Regions: step-by-step setup for each one.
How to Delete or Edit a Location: rename, update, or remove a Location.
Manager Brand, Region, and Franchise Memberships: let a Manager oversee a whole group.
Roles and Departments
Roles and Departments describe what your team members do, so you can assign training by job.
Roles
A Role is a job title or function. Each Role also carries a permission level, which decides what its team members can do in Opus.
To add one, go to People > Roles and click New Role. Add Roles to a Trainee's profile after they sign up.
Departments
Departments group Roles. A Department can sit inside a parent Department, so you can nest them.
To add one, go to People > Departments and click New Department.
➡️ Learn more:
How to Create & Manage Roles and Manager Levels: Role permissions and Manager visibility.
Role-Based Permissions Overview: what each permission allows.
Recommended Setup Order
Create your Locations. Trainees join through a Location, so these come first.
Group your Locations. Add Regions, Brands, or Franchises if your business uses them.
Create your Roles. Then group them into Departments.
Invite your team. Share each Location's signup link or QR code with Trainees, and invite Admins and Managers by email.
➡️ Learn more:
How to Invite a Trainee: signup links, QR codes, and verification.
How to Invite a Manager: dashboard and app access for Managers.
How to Invite an Admin: give someone full access.
FAQ
Why can't I create a Location or Role?
Creating them needs the Change Org Settings permission. Ask an Admin to create it for you, or to turn the permission on for your Role.
Can a team member belong to more than one Location or Role?
Yes. Add more Locations and Roles from their profile under People > Users.
Can a Location be in more than one group?
A Location can be in several Regions, but only one Brand and one Franchise.