Admins and Managers can view, edit, and manage their team directly from the Opus Training app, without needing the dashboard.
✅ Before you start: The Team tab and the Team section on Home appear for Admins and Managers.
Managers need the Edit Trainees permission to change profiles and the Deactivate Trainees permission to remove someone.
Table of Contents:
Accessing and Editing Your Team
Tap the Team tab at the bottom of the screen to see the team at one Location, split into Managers and Trainees. Anyone without a Role shows No Role under their name, so it's easy to spot and add.
If you have more than one Location, tap the Location card at the top to switch to another.
Team Section on the Home Screen
The Team section on Managers' and Admins' Home screen helps you stay on top of your team:
Locations: A table of up to six Locations, each with its Users past due count and Completion percentage. Tap a Location to open it in the Team tab.
Check-ins to facilitate: How many Check-ins are waiting for you to complete with your team.
Team training overdue: How many team members are past due on training. Only appears when someone is past due.
Tap any item to see the details.
How to View and Edit Profiles
You can find anyone on your team in the Team tab, or by tapping Search at the top and typing their name. Each profile has three tabs:
Training: Their assigned and completed training.
Check-ins: Their Check-ins and where each one stands.
Profile: Contact details, language, Locations, Roles, account activity, and compliance certificates when they have any.
Editing Profile Information
Tap the Team tab at the bottom of the screen.
Find them in the list, or tap Search and type their name.
Open their profile and tap Edit in the top right corner. On iPhone, it's the pencil icon.
Update their first name, last name, phone number, language, Role, or Location, then tap Save.
Deactivating (Removing) a Profile in the App
If someone has left your business:
Open their profile from the Team tab.
Tap Edit in the top right corner.
Tap Remove employee.
Tap Remove to confirm.
Assigning Training
From the Home screen, tap Assign at the top.
Select one or more pieces of training, then tap Next.
Choose who to assign the training to by team member, Location, or Role, then tap Next.
Review your selection and tap Assign.
FAQ
Can I invite a new team member from the mobile app?
Yes, for Trainees. Tap Invite on the Home screen and select a Location. Trainees can scan the QR code on your screen, or you can tap Copy Signup Link and send them the link.
What happens when I tap "Remove employee"?
Their profile is deactivated, not deleted, and they can no longer access Opus. You can reactivate them later if they return.
Why can't I edit or remove someone?
Managers need the Edit Trainees permission to change profile details and the Deactivate Trainees permission to remove someone. Ask an Admin at your business to turn these on.
Can Managers see team members outside their assigned Locations?
No. Managers only see and manage team members at their own Locations.