Add staff to permission groups

Before you begin

You'll need to log in with an account that is a member of a permission group that has access to staff, permission groups, and/or Onvio Access. If this is your first time adding staff to permission groups, the Onvio Primary Admin will need to complete this setup.
You'll need to have permission groups set up to assign staff to.
Staff will need to have Onvio Access enabled before you can assign them to permission groups.

Setup

Staff setup screen

Choose Setup and select Staff.
Select Edit next to a staff member.
Go to the Onvio Access tab.
In the Assigned Permission Groups area, use the toggle to turn on one or more permission groups for the staff member.
note
The Onvio Primary Admin is automatically added to the Administrative Permissions and the All Functionality and Non-confidential Data system groups.
Once you've assigned the staff member to one or more permission groups, you can use the tabs to view the specific permissions the staff member has.
Save your changes.

Permission Groups setup screen

Choose Setup and select Permission Groups.
Select the permission group you want to add members to.
Select
Step 4: Group Members
, or click Next until you get to the Group Members step.
Select Add to open a list of staff members.
note
If the list is empty, all staff are already added to the group or Onvio Access isn't turned on for certain staff members.
Tick the box for each staff member you want to add to the permission group.
Select Add Members.
Select Done to save your changes.