Add an office
If your firm has more than 1 office, staff with the proper permissions can enter information about each location in .
Purpose
When you add an office, it can be used as a filtering option in various firm reports.
Permission required
If you don't see Offices in the menu, you don't have access enabled. Ask your Onvio administrator to add you to the permission group via the
Permission Groups
screen or the Staff
set screen.Next steps
Add offices to staff members, contacts, or clients, and then use Office as a filtering option in reports.
