Role-based permissions give you control over what actions a team member can take in Opus, as laid out by their role. By default, all users in Opus fall into one of three groups: Admins, Location Managers, and Trainees.
Admins
These are typically senior managers and executives - people who manage Opus across the organization. They must be invited by another Admin.
Click here to learn how to invite an Admin.
Location Managers
These are usually leaders of your frontline employees - general managers, location supervisors etc. Location Managers must be invited by an Admin.
Click here to learn about inviting someone as a Manager.
Trainees
Trainees are the end user of the Opus for Training mobile app — these are your frontline employees who will be completing modules, courses, and referring back to the app for access to shared files.
Trainees only have access to the app and they can only see material that has been assigned to them. Trainee information is only visible to Admins and Managers of their locations.
How to Create a Role-Based Permission
To create a new role-based permission, click "+" in the top left corner of the dashboard.
Select "Role"
Choose whether this role is an Admin, Location Manager, or Trainee.
From there, you'll be able to designate permissions associated at the Admin or Location Manager level.
For those permissions to take effect, you will need to assign users to that role. To learn how to assign roles to team members, click here.
To edit an existing role's permissions and user type:
Select the role you're trying to edit in the lefthand navigation.
Click "Edit role"
Change user type and permissions
Save!
Understanding Permissions
By default, the following permissions are available across all Admins & Managers unless designated otherwise.
Permission | Admin | Location Manager | Definition |
Change Org Settings | ✅ |
| Access to Billing, Compliance, Languages, Email, and Brand |
Manage Org Integrations | ✅ |
| Access to HRIS Integration |
Manage Billing | ✅ |
| Access to Settings > Billing, Ability to purchase credits |
Invite Others | ✅ | ✅ | Permission to invite other team members to Opus. |
Create Content | ✅ | ✅ | Permission to create content in Opus. |
Manage Library | ✅ | ✅ | Permission to archive content in the Library. |
Assign Content | ✅ | ✅ | Permission to assign content and mark assignments as complete. |
Unassign Content | ✅ | ✅ | Permission to unassign content. |
Update Automations | ✅ |
| Permission to create Automations. Note: Automations are managed at the org-level. |
View Reporting | ✅ | ✅ | Access to Reporting in dashboard. Note: users without this permission will not see the reporting tab at all. |
Send Messages | ✅ | ✅ | Ability to send messages. Users will still be able to see all messages sent across the org/their location. |
Edit Trainees | ✅ | ✅ | Ability to edit trainee profile. |
Deactivate Trainees | ✅ | ✅ | Ability to deactivate a trainee. |
Manage Premium Content | ✅ |
| Ability to purchase, set up, configure, assign premium content (whether or not it’s already in the library). |
Promote Trainees | ✅ | ✅ | Ability to promote employees. |
Update Automations and Library Access | ✅ |
| Ability to create and manage assignment automations and library access |
Note: Modules do not currently have permissions set. They are open to both admins and managers. Therefore managers can add content to modules even though they cannot edit the content that they have created.
User-Specific Overrides
In cases where you need to disable or enable permissions on a user-level, you can set a user-specific override.
Go to People or search for the employee using the Search bar
Click into that employee's profile
Click to view Permissions
Hit "Override user permissions"
Select "Always" to give that user access
Select "Never" to remove that user's access
Hit "Save"!