Set up staff

Before you start

Add a staff member

  1. Select Setup, then Staff.
  2. Select Add.
  3. Enter an ID and Name on the General tab.
  4. Enter an Email Address on the General tab. This will be the email the staff member uses to register and sign in to Onvio.
  5. Go to the Onvio Access tab.
  6. Turn on Onvio Access.
  7. Verify the email address for the client and update it if necessary.
  8. Choose whether to send the registration email now, or later.
  9. Turn on the toggle switch 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.
  11. Select Save when you're finished.

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