Opus

Learn how Roles set what Admins, Managers, and Trainees can do in Opus, so each team member has the right access.

Role-Based Permissions Overview

Learn how Roles and Manager Levels set what each team member can do and see, so the right training reaches the right team.

How to Create & Manage Roles and Manager Levels

Learn how Direct Reports connect Roles, so each Check-in goes to the right Manager.

How to Set Up Direct Reports

Learn how Admins assign a Manager to a Brand, Region, or Franchise, so the Manager gets access to every Location in it.

Manager Brand, Region, and Franchise Memberships

Ben Brunken

Learn how Roles, permissions, and manager memberships control what each team member can see and do.

Roles & Permissions

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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