Registering an Employee as a User

Manager Steps

Employees can do lots of things like E-learning, checking out site documents, and reporting near misses without being registered users. But signing them up as users makes things even easier and lets them handle more tasks on their own.

To register an employee as a user, they will need an email address. The employee will enter their email address when they register for an Opus account, you do not add the email address to the employee record.

IMPORTANT - do not use registration links for other employees when you or someone else is logged into the system otherwise their employee records will be linked to your Opus Compliance Cloud account. You will see a warning if you try to do this.

Please follow the steps below to register employees as users on the system.

In the employee list, click the blue 'Link' next to the employee record.

A QR code page will show.

Now, you can either:

• Ask the employee to scan the QR code with their phone (remind them to log out if they're using someone else's phone).

• Copy the link and send it to the employee through email or an internal messaging system (like Teams or Slack)

You can include a message like this to help:

Your unique Opus registration link is below, after clicking on it please select 'sign up' to create a new account linked to your employee record:

[registration link]

Then don't forget to complete the second step on the following screen by clicking on 'Link my account'.

The registration links are one time use only and unique to you.

Once registered please bookmark the Opus system web address or go to www.opus-safety.co.uk and click on 'log in' on the top right corner of the home page.

You can find the Opus Knowledge Base here or by clicking on your profile (icon in the top right) in the system and selecting 'support'.

You can also include any additional information or context that you think is necessary for your staff members such as company specific instructions or a personalised message from a senior manager. This can make for a much warmer and more engaging interaction than a generic email from the system would provide.

User Steps

After following the link or scanning the QR code, users will see a screen with two options:

Step 1 - Create an Opus Account

Click "Sign up" (Use "Sign in" only if the employee has already created an Opus account)

Follow the instructions to create a new Opus account. 

Step 2 - Link Your Opus Account to an Employee

You'll now see a Link Confirmation page:

Double-check the name is correct, and click "Link my account". 

This step is super important, or they'll have an Opus account without an associated employee record - see incomplete registration below

Remember, Registration links are one-time use. Users should bookmark the Opus system web address or visit www.opus-safety.co.uk and click 'Log in' at the top right.

Users will receive an email address confirmation after registering:

Incomplete Registration

If a user only completes Step 1, they'll see a screen saying "Cannot find what you are looking for", which means they aren't linked to an employee record.

To fix this, send them the correct employee link. Instead of choosing "Sign Up", they should pick "Sign In" to link the correct employee to their Opus account they have created.