User Accounts

Adding Users via LDAP/Active Directory
Enterprise-level clients only. Please contact USClientSuccess@opus2.com for more information. Opus 2 allows you to use the same username and password that...
Tue, 29 Oct, 2019 at 8:51 PM
Changing the Email Address for an Existing User
Users with System Admin rights can change other users' email addresses in Opus 2 while still ensuring that all notes, annotations and any other work do...
Tue, 29 Oct, 2019 at 8:54 PM
Creating and Managing Notes Groups (Workspace Admin only)
Notes Groups are used to separate and group together sets of User accounts (e.g. create a Note Group for each law firm). Note Groups are used to set viewing...
Mon, 25 Jun, 2018 at 10:03 PM
Creating and Managing Security Groups (Workspace Admin only)
This Opus 2 feature is useful for assigning users into groups to control access to specific Documents and Transcripts. This allows restriction of access for...
Tue, 29 Oct, 2019 at 8:55 PM
Creating and Managing a User Account (Workspace Admin only)
Workspace administrators can add new users to Opus 2 and manage their roles within the workspace.  Step-by-step guide Creating a new User Account: T...
Tue, 29 Oct, 2019 at 8:56 PM
Default Roles Overview
This document lists, in detail, the capabilities associated with the DEFAULT roles within your Opus 2 workspace. Please note that CUSTOM ROLES can also be ...
Sat, 23 Apr, 2022 at 12:29 AM
Importing Roles from Another Workspace (Workspace Admin only)
Step-by-step guide Navigate to the Admin Tab and select Roles. Scroll to the very bottom of the Roles page to locate the Import Roles box. Click on the d...
Tue, 29 Oct, 2019 at 11:26 PM
User Account Status Legend
When a user account is created in Opus 2, it is  activated once the user receives the registration link sent to their email  account and sets up their crede...
Tue, 29 Oct, 2019 at 10:42 PM
Opus 2 Two-Factor Secure Login Overview
This Guidance is applicable to Opus 2 Magnum, REL781. Overview For non-SSO Users that require an additional layer of security, Opus 2 allows Syste...
Mon, 14 Mar, 2022 at 4:35 PM
Create a Custom Role
There are four DEFAULT roles in Opus 2, with varying levels of access to functionality: Workspace Administrator, Power User, User and Viewer. However, CUST...
Tue, 29 Oct, 2019 at 10:43 PM