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Setup

Add staff to permission groups

You'll need to assign staff to permission groups to give them access to additional features and areas of Onvio Center.

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

You can use the Staff setup screen or the Permission Groups setup screen to add staff to permission groups. Select a tab in the following to view information for that screen.
  • Staff setup screen
  • Permission Groups setup screen
  1. Select
    Setup
    , then
    Staff
    .
  2. Select
    Edit
     next to a staff member.
  3. Go to the
    Onvio Access
     tab.
  4. Use the switch 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.
  5. 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.
  6. Save your changes.
  1. Select
    Setup
    , then select
    Permission Groups
    .
  2. Select the permission group you want to add members to.
  3. Select
    Step 4: Group Members
    , or select
    Next
     until you get to the Group Members step.
  4. 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.
  5. Mark the checkbox for each staff member you want to add to the permission group.
  6. Select
    Add Members
    .
  7. Select
    Done
     to save your changes.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff