Embedded Files
NOTE - if you are using Single Sign On (SSO) the process is slightly different as users will be using their company credentials to log in. Please refer to the documents > help folder in Site Documents for client specific instructions.
Manager Steps
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 things 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.
Step 1
Step 1
From My Dashboard, click on "Pick workspace" and select the site where the employee is located
Step 2
Step 2
From the site inbox, click the 'Switch to Manage Mode' button
Step 3
Step 3
Click 'All Employees' on the manage sidebar.
Step 4
Step 4
In the employee list, click the blue 'Link to Opus Account' next to the employee record.
Step 5
Step 5
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 using the button at the bottom 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:
You can include a message like this to help:
Welcome to the Opus Compliance Cloud
There are two steps to registration:
Step 1. Creating your Opus account
To get started, please click on your unique registration link below and select 'Sign up' to create your Opus account:
[registration link]
Step 2. Linking your Opus account to your employee record by clicking on 'Link my Opus account' on the following page.
Once you’ve successfully registered, we suggest bookmarking your landing page. Or to access in future, visit our website at www.opus-safety.co.uk and select 'Log in' via the menu in the top right corner.
If you need any assistance, our Opus Knowledge Base is always available, you can access it by clicking on your profile icon in the top right corner of the system and selecting Support.
We recommend having a look at these articles:
System Overview for Managers - a quick introduction to the system
Training Videos - a series of 15 short videos that cover the basics
Subscribing to Email and In-System Notifications - remember to subscribe if you want to receive email notifications
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
User Steps
After following the link or scanning the QR code, users will see a screen with two options - "Sign up" or "Sign in":
Desktop/Laptop view
Desktop/Laptop view
Mobile view
Mobile view
Step 1
Step 1
Create an Opus Account
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
Step 2
Link Your Opus Account to an Employee
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, if they skip this they'll have an Opus account without an associated employee record - see incomplete registration in the Troubleshooting Login / Registration Problems guide.
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 to use the system in future.
Step 3
Step 3
Users will receive an email address confirmation after registering. Please select "Confirm my email".
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