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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
Updated over a week ago

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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