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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

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.

Needs Attention

The Needs Attention section on Managers' and Admins' home screen helps you stay on top of key team management tasks:

  • Users without roles – Shows who still needs a Role assigned

  • Check-ins to facilitate – Shows which Check-ins you need to complete with your team

  • (If your business integrated their HRIS) Users not yet invited – Shows how many people 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 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

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