Add or update staff information

You're already set up as a staff member if you can log in to Onvio. If you have appropriate permissions, you can add staff, update staff information, enable or disable Onvio access, and add staff to permission groups

Add a staff member

  1. Choose Setup > Staff and click Add Add.
  2. You must enter a staff ID and a name on the General tab before you can save the staff member. By default, all new staff that you enter are marked Active.
  3. You must enter a primary email address on the General tab before you can enable Onvio access. They will use that address to register and log in to Onvio.
  4. To enable access, select the Onvio Access tab and click On underneath Onvio Access. You can send the registration email now or later. If you choose Send Now, a registration email will be sent as soon as you save your changes. If you choose Send Later, you can return to the tab and send the email any time.

    If you do not see the Onvio Access tab, you are not a member of a permission group that has access to the tab.

  5. In the Assigned Permission Groups section, click the switch switch for each permission group to which the staff member should belong. Onvio shows the permissions for the highlighted permission group.
  6. You can add or edit staff relationships in the Relationships tab.
  7. If you're using Time and Billing, you must add at least one rate on the Rates tab.
  8. If you're using Onvio Tax, use the Roles tab to assign a tax role to a staff member.

Update staff information

Edit a staff member by choosing Setup > Staff. Click Edit Edit next to their name. You can edit one or more staff members by marking the box next to their names and clicking Edit Edit in the toolbar. See Edit multiple staff for more information.

Note: When you update a staff member's name or email address in the Staff screen, the changes will be reflected in the Contacts screen.

Staff members can change the email address they use to log in to Onvio Center or update the name that appears in the Account tab of the Profile panel by following the steps in Update your name or Change your email address.

Delete staff from Onvio

To delete a staff member, choose Setup > Staff. Mark the box next to the staff member's name and click Delete Delete in the toolbar.

You cannot delete staff if their record is attached to other information in your database. In that case, we recommend that you instead make the staff member inactive.

  1. Select a staff member and click Edit Edit.
  2. On the General tab, scroll to the bottom and click Inactive.
  3. Save your changes.

Note: Changing a staff member's status to inactive disables Onvio access for that staff member automatically. Changing status back to active does not restore Onvio access to the staff member — you must re-enable Onvio access manually.



The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.


Was this article helpful?