Add staff to permission groups

You can add staff to permission groups on the Permission Groups setup screen or on the Staff setup screen. Click a tab below to view information for one of these screens.

For information on adding or modifying 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.

    Notes

    • If you do not see the Onvio Access tab, you are not a member of a permission group that has access to the tab.
    • 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. 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. Click Save.
  1. Choose Setup > Permission Groups to open the Permission Groups setup screen.
  2. Click Add to add a new permission group, or click the name of a permission group in the list to open that group.
  3. Update steps 1 through 3 as needed, and proceed to step 4: Group Members.

    You can click step 4 in the band across the top of the screen to navigate directly to step 4.

  4. Click Add to open a list of staff members.
  5. Mark the box for each staff member you want to add to the permission group.
  6. Click the Add Members button.
  7. Click Done to save your changes to the permission group.

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?