Add staff to permission groups

Before you begin

You'll need to sign 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 administrator 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
Permission Groups setup screen

Select
Setup
, then
Staff
.
Select
Edit
next to a staff member.
Go to the
Onvio Access
tab.
Use the switch to turn on one or more permission groups for the staff member in the
Assigned Permission Groups
area.
note
The Onvio Primary administrator 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.

Select
Setup
, then select
Permission Groups
.
Select the permission group you want to add members to.
Select
Step 4: Group Members
, or select
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.
Mark the checkbox for each staff member you want to add to the permission group.
Select
Add Members
.
Select
Done
to save your changes.