Setup

Delete staff members

If you have appropriate permissions, you can remove staff from Onvio or mark them as inactive.

Before you start

You can't delete staff if they are attached to other information, such as time and billing entries. In that case, we recommend you mark the staff member as inactive.
An inactive staff member doesn't have Onvio access and can't be assigned to future projects, tasks, or bills. Marking a staff member inactive does not remove the staff member from any of their current assignments.
After deleting or marking a staff member as inactive, your firm's admin will also want to remove the user from My Account.

Delete staff from Onvio

  1. In Onvio Centre, choose Setup, then Staff.
  2. Select the staff member.
  3. Select Delete.

Mark staff as inactive

  1. In Onvio Centre, choose Setup, then Staff.
  2. Select the staff member and select Edit.
  3. On the General tab, scroll to the bottom and select
    Inactive
    .
  4. Save your changes.
note
Changing the status back to active does not restore Onvio access to the staff member — you must enable Onvio access manually.

Remove staff from My Account

  1. Sign in to My Account.
  2. Select Manage Accounts.
    note
    Only a firm admin can access Manage Accounts to add, modify, or delete staff.
  3. Select the staff member.
  4. Scroll to the bottom and choose
    Delete Selected
    .
note
Instead of deleting the user you can
Modify
 the staff member and change their Permissions to
Web Only
. This will limit the staff member's access to software.

This article applies to:

  • Product: Onvio
  • Audiences: Staff