Set up staff levels
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Hide expandable textAdd staff level descriptions to distinguish between categories of staff within your firm, such as partners or associates.
To create or modify staff level descriptions, choose Setup > Staff Levels.
Note: If you cannot see the Staff Levels item in the Setup menu, you do not belong to a permission group that has access to the Staff Levels setup screen. Contact your firm's Onvio administrator to adjust your permission groups, or to make the needed changes on this screen.