Accessing and Editing your Team
Tap the Team tab at the bottom of the home screen to see all your team members in a list view, sorted by user type. Users without assigned roles will be flagged, making it easy to add their roles.
Needs Attention
The Needs Attention section on Managers' and Admins' home screen helps you stay on top of key user management tasks:
Users without roles – Shows users who still need a role assignment
Check-ins to facilitate – Shows which check-ins you need to complete with your team members
(If your company integrated their HRIS) Users not yet invited – Shows how many users from your HRIS integration haven't been invited to Opus yet
Tap any section to take action directly from the home screen.
How to View and Edit User Profiles
You can find your team members in the Team tab of the app, or by searching their name in the search bar. Each user profile shows:
Assigned and completed training
Check-ins and compliance certificates
User details like name, preferred language, role, and location
Editing User Information
Tap the Team tab at the bottom of the home screen
Find the user by name or filter by location
Open their profile and tap Edit in the top right corner
Update details like name, preferred language, role, or location
Deactivating (Removing) Users in the App
If a user has left your organization:
Open their profile from the Team tab
Tap Edit in the top right corner
Select Remove Employee
Assigning Training
From the home screen, tap Assign at the top
Select one or more pieces of training, then tap Next
Choose the users to assign the training to
Tap Confirm to complete the assignment