Setup

Set up staff departments

If your firm has more than one department you can enter information about each of them.

Before you start

You will need the permission required to add and edit departments in Onvio.

Set up Departments

Go to
Setup
, then
Firm Settings,
then the
Departments
 page to add information about each department.
note
If you don't see
Firm Settings
 in the
Setup
 menu, ask your Onvio administrator to add you to the appropriate permission group on the Permission Groups setup screen or on the Staff setup screen.

Next steps

You can can now carry out the following related tasks.
  • Assign staff to one or more departments.
  • Assign project templates and projects to one or more staff departments.
  • You can use
    Department
     as a filtering option in firm reports.

This article applies to:

  • Product: Onvio
  • Audiences: Staff