Give staff permission to use Onvio Company Formations

Before you start

Using permission groups

Use an existing or new permission group to grant access to Onvio Company Formations

In Onvio Centre select
Setup
>
Permission Groups
from the menu bar.
To use an existing permission group, select the name of the group, then
Next
. Alternatively, to use a new group, select
Add
from the toolbar, enter a
Name
and
Description
, then select
Next
.
Select the Company Formations tab.
Set the
Register limited companies with Companies House
permission to Enable, then select
Next
.
Check that the Members list includes all staff who need access to Onvio Company Formations.
To add members from the Available Users list, select the checkbox to the left of their name, then
Add
.
To remove members from the Members list, select the checkbox to the left of their name, then
Remove
.
When you've finished checking the Members list, select
Done
.

Check whether a staff member has access to Onvio Company Formations

Go to
Setup > Staff
.
Select
Edit
to the left of the staff member's name.
Select the Onvio Access tab.
Select the Company Formations tab.
Check that the
Register limited companies with Companies House
permission is set to Enable.