Set up staff

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.

Select Setup
, then Staff
.

Select Add
.

Go to the General
tab.

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.

Go to the Onvio Access
tab.

Turn on Onvio Access
.

Verify the staff member's email address and update it if necessary.

Choose whether to send the registration email now, or later.

Turn on the toggle switch

for each permission group the staff member should belong to. Onvio shows the permissions for the highlighted permission group.

You can also add rates and relationships to the staff member.

Select Save
when you're finished.