Add an office

If your firm has more than one office, staff who have appropriate permissions can enter information about each of your firm's locations in Setup > Offices.

Purpose

When you add an office, it can be used as a filtering option in various firm reports.

Permission required

If you don't see Offices in the menu, you don't have access enabled. Ask your Onvio administrator to add you to the appropriate permission group via the Permission Groups screen or the Staff setup screen.

Next steps

Add offices to staff members, contacts, or clients, and then use Office as a filtering option in reports.

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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