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Before you start

• Make sure you're assigned to a permission group that has Staff, Permission Groups, and Onvio Access enabled.
• You'll need to have permission groups set up to assign staff to.
• If staff are set up on My Account and have a Thomson Reuters ID, they will already exist in Onvio and have Onvio access enabled. You just need to add them to a permission group.

Add a staff member

1. Select Setup, then Staff.
2. Select Add.
3. Go to the General tab.
4. Enter an ID, Name, and Email Address.

   Note: The email address you enter here will be used by the staff member to register and sign in to Onvio.

5. Go to the Onvio Access tab.
6. Turn on Onvio Access.
7. Verify the staff member's email address and update it if necessary.
8. Choose whether to send the registration email now, or later.
9. Turn on the toggle for each permission group the staff member should belong to. Onvio shows the permissions for the highlighted permission group.
10. You can also add rates, roles, and relationships to the staff member.
    • Set up staff rates
    • Assign tax roles
    • Relationships
11. Select Save when you're finished.

Add staff to permission groups

Give staff access to Onvio Center

Two-step verification overview