All Collections
Getting Started
Regions, Locations, Departments, and Roles
Regions, Locations, Departments, and Roles
Written by David Lamont
Updated yesterday

Locations, regions, and roles serve two fundamental purposes

  1. Organizing trainees in your dashboard

  2. Setting up automatic course assignment

Locations typically segment trainees by unit or geography. Employees join Opus via a signup link specific to their location (click here to learn more about how employees sign up with Opus)

Regions allow you to segment and manage multiple locations into one group within your organization. In order to create regions, individual locations need to be added first.

Once created, location groups are listed under "locations" on the left navigation and have two pin icons next to the name to show it's a group.

Roles typically segment trainees by job title or function. Employees are added to roles after they've signed up with Opus.

Departments allow you to group users by role(s). Departments can stack on top of each other with sub-departments and a parent department.

Click the blue "+" button on the top left to create a new location, location group, or role. There's no limit to the number of locations, regions, and roles you can create in your dashboard.

Employees must sign up via one location to start. Once they've signed up for Opus at that initial location, assign them to additional roles and locations as necessary.

You can also create course automation for each location, region, and role. Adding assignment automation ensures that any employees added to that location, region, or role will automatically be assigned that course. (click here to learn more about course automation)

Did this answer your question?