Opus

Ben Brunken

David Lamont

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

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 your team signs up for Opus and what your HRIS does once they're in, so you can plan your rollout.

Sign-Up FAQs

Learn how Admins, and Managers with the View as others permission, see Opus exactly as a team member does, read-only.

How to View Opus as a Team Member

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 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

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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.

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.

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