Add staff to permission groups

You can add staff to permission groups on the Permission Groups setup screen or on the Staff setup screen.

Permission Groups setup screen

The video below shows how to create a permission group and add staff to it on the Permission Groups setup screen.

Click the Maximize button near the lower right corner of the video window to view the video at full size.

Staff setup screen

The procedure below describes how to add staff to existing permission groups on the Staff setup screen. To add or modify permission groups, see Set up permission groups.

  1. Choose Setup > Staff to open the Staff setup screen.
  2. Click Add to add a new staff member, or click the Edit Edit button next to an existing staff member.

    If adding a new staff member, enter information on the General tab before continuing.

  3. Click the Onvio Access tab.

    Note: Staff must have access to Onvio Center before they can be assigned to permission groups. Enable Onvio access on this tab by clicking the Enable Onvio Center switch. For more information, see Give staff access to Onvio Center.

  4. Click the Select (or Edit) button to choose permission groups for the staff member.
  5. Check the box for each permission group to which the staff member should belong. 
  6. Click Done. Onvio shows the combined permissions for the staff member below the list of selected permission groups.
  7. Click Save.

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.

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