Opus

Invite your team into Opus in seconds directly from the dashboard or the mobile app, with backup options for anyone without a phone.

How to Invite a Trainee

This article will teach about the role of Managers and how to invite them.

How to Invite a Manager

This article will provide a walk through of how to invite an admin

How to Invite an Admin

In this article, you’ll learn how to track course progress, manage assignments, update user details, and deactivate users

How to Manage Users in the Dashboard

Learn how to create and manage Roles in Opus — including Admin, Manager, and Trainee permissions — and how to set up Manager Levels (Manager Role hierarchy) to control what…

How to Create & Manage Roles and Manager Levels

Connect Roles so Check-ins route to the right Manager automatically — and each Manager only sees the tasks for their own team.

How to Set Up Direct Reports

Role-based permissions let you designate which team members can perform which actions using role-based permissions in Opus.

Role-Based Permissions Overview

This article walks you through how to manage users and track performance directly from the Opus mobile app.

How to Manage Users in the Mobile App

Learn how to combine two user profiles into one.

Merging Duplicate User Profiles

Use training completion imports when you’re onboarding a team or migrating from another system and need to backfill assignment history.

How to Import Training Completions (Training Backfills)

Learn how to add location group memberships to Manager user profiles.

Manager Brand, Region, and Franchise Memberships

Ben Brunken

Find out how to add, organize, and track your team members across your organization.

Users

Create and manage Locations, Regions, Brands, and Franchises to organize your business, target assignments, and roll up reporting.

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

Edit or delete a location to keep your assignments and reporting accurate as your business changes.

How to Delete or Edit a Location

Locations

Find answers and get help from Intercom Support and Community Experts

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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.

Prototype answer unavailable

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