Opus

Ben Brunken

Learn how to add and organize your team, Locations, and Roles, and keep everyone informed.

Team & Locations

Learn how to manage team member profiles from People > Users, so your team's details and training stay up to date.

How to Manage Users in the Dashboard

Learn how to add, change, or remove your profile photo in the Opus Training app or the dashboard, so your team can recognize you.

How to Add a Profile Photo

Learn how Admins and Managers manage their team in the Opus Training app, so you can edit profiles, assign training, and remove someone who has left your business.

How to Manage Your Team in the Mobile App

Learn how to invite an Admin from the Opus dashboard, so they can sign in and help manage your team's training.

How to Invite an Admin

Learn how to invite Managers to Opus and update their access, so every Location has the right leaders in place.

How to Invite a Manager

Learn how Trainees join Opus from a Location's QR code or signup link, so your team can start training in minutes.

How to Invite a Trainee

Learn how to set up one shared profile on a store device, so your team can train and complete Tasks from a single login.

How to Create a Shared User Profile in Opus

Learn how to merge two profiles for the same team member into one, so their training history stays in one place.

Merging Duplicate User Profiles

Learn how to invite Admins, Managers, and Trainees and keep their profiles up to date.

Invite & Manage Your Team

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

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

Roles & Permissions

Learn how to add Locations and group them into Regions, Brands, and Franchises, so you can assign training and view reporting across many sites at once.

How to Create & Manage Locations, Brands, Franchises and Regions

Learn how to edit or delete a Location in Opus, so your assignments and reporting stay accurate as your business changes.

How to Delete or Edit a Location

Learn how to create and manage Locations, Brands, Franchises, and Regions.

Locations

Learn how Admins and Managers send Messages from the Opus Training app, so your team stays informed.

How to Send a Message from the Mobile App

Learn how Messages in the dashboard reach your whole team or selected team members, so you can share updates and track who read them.

How to Send a Message from the Dashboard

Learn how to send targeted messages to keep your team informed and engaged.

Messages

Learn how Account History logs every change to a team member's profile, so you can see who changed what and when.

User Account History & Training Records

Learn how training imports bring your team's past completions into Opus, so their profiles and reports show training they already finished.

How to Import Training Completions (Training Backfills)

Learn how team members view their certificates in the Opus Training app and how Admins and Managers download them, so you always have proof of completed training.

How to View & Download Certificates

Learn how to view, import, and download each team member's training history and certificates.

Training Records

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

Connect your stack

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

{appName} in 60 seconds

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.