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Setup

Assign a contact to a client

You can give a contact access to clients in Client Center by adding relationships. A contact can have access to several clients by setting up relationships to multiple clients.

Before you begin

Make sure you're assigned to a permission group that has
Contacts
 enabled.

Add a contact

  1. Select
    Setup
    , then
    All Contacts
     in Onvio Center.
  2. Add a contact with the Entity set to
    Individual
    .
    1. The primary email address is required to turn on Onvio Client Center.
    2. If the contact already exists, continue to the next steps.

Add a client

  1. Select
    Setup
    , then
    Clients
     in Onvio Center.
  2. Add a client. If the client already exists, continue to the next steps.

Add the relationship and turn on client center access

  1. Select
    Setup
    , then
    Clients
     in Onvio Center.
  2. Select the client, then select
    Edit
    .
  3. Select the
    Relationships
     tab.
  4. Select
    Add
    .
  5. Select the relationship.
  6. Select
    Select Existing Contact
     and select the contact.
  7. Select
    Save
    .
  8. Select the
    Client Center Access
     tab.
  9. Select the
    Client Center
     switch to turn it on.
    note
    If you don't see this switch, you can't turn on Client Center for the client. Make sure the client's entity is
    Individual
     and you have entered a primary email address on the
    General
     tab.
  10. If Client Center is already enabled, select
    Save
    .
    1. Onvio will ask for an email address if one hasn’t been entered for this contact.
  11. Select when to send the contact an invitation to register their account:
    1. Select
      Send Now
       to send the registration email immediately after you select
      Save
      .
    2. If you want to wait and send the registration email later, select
      Send Later
      .
    3. You can return to this screen and select
      Show Details
       to send the registration email at any time.

Next steps

After a relationship has been added between the contact and the client, the contact might want to register a Client Center portal.

This article applies to:

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