Set up staff departments

If your firm has more than one department, staff members who have appropriate permissions can enter information about each department in Setup > Departments.

Purpose

After you add staff departments, you can use Department as a filtering option in firm reports.

Access required

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

Next steps

Once you add staff departments, you can perform the following related tasks.

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.

Internal Employees: Submit HHTC feedback


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