Show each team member the training that matters to them. Library Access decides what appears in their Library, based on groups like Role and Location.
Table of Contents:
What is Library Access?
With Library Access, you control what team members see in their Library based on their Region, Brand, Franchise, Department, Location, and Role.
How to Set Library Access
✅ Before you start: Content must be published before you can share it with Library Access. Setting Library Access also needs the Update Automations and Library Access permission, which only Admins can have.
You can set Library Access for Courses, Modules, Resources, Checklists, and Audits, one by one or in bulk.
When a team member has Library Access to content, it shows up in their Library. Trainees can also take any content they have access to on their own.
Setting Library Access for a Content Piece
To set Library Access for a single piece of content:
Open the Course, Module, Resource, Checklist, or Audit.
On the Overview tab, click Make available in the Available in library row.
For a Course or Module, you can also click Assign > Make available in library.
Choose who gets access based on the available filters, then click Save. Locations, Regions, Brands, and Franchises on their own don't select anyone, so pair them with All Trainees, All Managers, a Role, or a Department.
To change access later, click Edit in the Available in library row, add or change segments, and click Done.
💡 SCORM Courses work differently: SCORM Courses set it from their Library Access section instead.
Setting Library Access in Bulk
To set Library Access for multiple items at once:
In the dashboard, go to Training > Library (select a filter like Resources to narrow the list) and select multiple pieces of content.
Click Library Access in the toolbar at the bottom of the screen.
Click Change Access to set Library Access rules, or Remove Access to take access away.
Give access based on Roles, Locations, Departments, Regions, Brands, or Franchises. Pair any Location with All Trainees, All Managers, a Role, or a Department.
⚠️ Remove Access takes effect right away: Removing access immediately removes the content from team members' Libraries.
💡 Reach separate groups: Click Add a segment to give access to separate groups of team members within your business.
What's the difference between Library Access and Assignment?
Library Access works much like assignment, but they serve different purposes in Opus.
Assignments: you can assign any Module or Course. Assigned training is required, and your team completes it in Opus.
Library Access: content in a team member's Library (Modules, Courses, and Resources) is optional to complete.
Learn more in How to Assign Courses and Modules in Opus.
How completions are tracked:
Assignment completions are reported in Completion Grids. Learn more in Completion Grids Overview.
Module or Course completions through Library Access:
Are tracked in the Module or Course under Reporting > Self-serve.
Are counted in Self-serve completions on the Overview tab.
Aren't included in Completion Grids.
Resources can't be assigned unless they're part of a Module or Course. Stand-alone Resources can only reach a team member's Library through Library Access.
FAQ
How do I give everyone access to something?
When you set Library Access, choose everyone in your business, or groups like All Trainees, All Managers, a Role, or a Department. To limit access to certain Locations, add them to one of these groups, like All Trainees at Downtown.
Can I give access to several team members by name?
Not in the dashboard. Library Access rules use groups (like Roles, Locations, Departments, All Trainees or All Managers, and days after hire) rather than individual names.
To get training to specific team members, assign it to them instead.
Why can't some team members see the content?
If the rule uses Days after hire, it applies to everyone in the rule, but team members see the content only after that many days.
Hire dates come from your HRIS, or the date the team member was added to Opus.
Who can set Library Access?
Admins with the Update Automations and Library Access permission. Only Admins can have this permission. Learn more in Role-Based Permissions Overview.