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Setting Up Your Organization & Team in Opus

Learn the basics of adding users, locations, regions, roles, and departments in Opus.

Written by Ben Brunken

Locations, Regions, Roles, and Departments

Locations, regions, roles, and departments help you organize users and automate training assignments.

Locations segment users by unit or geography

  • Employees join Opus through a signup link specific to their location (learn more about signup)

  • Each employee must sign up via one location to start

  • You can add them to additional locations after signup

Regions group multiple locations together

  • Use regions to manage several locations as one group

  • You must create individual locations before creating regions

  • Region groups appear under "Locations" in the left navigation with two pin icons next to the name

Roles segment users by job title or function

  • Employees are added to roles after they've signed up with Opus

  • You can assign users to multiple roles as needed

Departments group users by role(s)

  • Departments can be organized hierarchically with sub-departments and parent departments

Creating Locations, Regions, Roles, and Departments

Click the blue + New button in the top left to create a new location, region, role, or department. There's no limit to how many you can create.

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