First-time setup for staff
Take the following steps to set up your account after registering for Onvio.
Set up your profile
Once you successfully log in to Onvio, you can create your profile by clicking your initials or picture in the top-right corner of the screen and following these steps.
- Set your profile photo- Click the Change Photo link to upload a photo. This photo will be visible in the Staff Availability widget on the Onvio Home dashboard.
- Update account information- Click the View Profile link to update your email address, name, language, and password, and to set up multi-factor authentication for your login.
- Update your preferences- Click the User Preferences link to update your selections for Time and Billing and the Onvio Tour.
Onvio Link
You use Onvio Link to print documents from your computer to Onvio and to edit documents stored in the Documents area from within Microsoft Office.
My Documents
The documents that you store in the My Documents tab of the Documents area will be available only to you. Within My Documents, you create a custom folder structure to organize your documents. You can use the following folder structure as a starting point. This structure is our recommended best practice based on firms currently using Onvio.
note
The recommendations below are a starting point for you. As you use Onvio, you can adjust the folders to fit your needs.
- Employment
- Legal
- Personal
- Tax
- Volunteer
Mobile app
In the Apple App Store or Google Play Store, search
Onvio
to locate and download the Onvio Documents and Onvio Client Centre apps. With the mobile app, you and your clients can adjust account settings, access all documents you have permission to see, and take a tour to familiarize yourself with the app.