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How to Manage Your Team in the Mobile App

Manage your team from the mobile app: view and edit profiles, assign training, and deactivate or remove someone who's left your business.

Written by Ben Brunken

Admins and Managers can view, edit, and manage their team directly from the Opus mobile app, without needing the dashboard.

Table of Contents:

Accessing and Editing Your Team

Tap the Team tab at the bottom of the home screen to see your whole team in a list view, sorted by user type. Anyone without an assigned Role will be flagged, making it easy to add it.

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 – Shows how many Check-ins you need to complete with your team

  • Team training overdue – Shows 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 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

  • Profile details like name, preferred language, role, and location

Editing Profile Information

  1. Tap the Team tab at the bottom of the home screen

  2. Find them by name or filter by location

  3. Open their profile and tap Edit in the top right corner

  4. Update details like name, preferred language, role, or location

Deactivating (Removing) a Profile in the App

If someone has left your business:

  1. Open their profile from the Team tab

  2. Tap Edit in the top right corner

  3. Select Remove Employee

Assigning Training

  1. From the home screen, tap Assign at the top

  2. Select one or more pieces of training, then tap Next

  3. Choose who to assign the training to

  4. Tap Confirm to complete the assignment

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. Learn more in How to Invite a Trainee.

What happens when I select "Remove Employee"?

Their profile is deactivated, not deleted. Deactivated profiles can be reactivated later if the person returns.

Can Managers see team members outside their assigned locations?

No. Managers only see and manage team members at their own locations.

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