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Setup

Change the Onvio Primary Admin

Before you begin

You can change the Onvio primary administrator only if you're the current Onvio primary administrator or the firm licensee.

Change the Onvio Primary Admin

  1. Sign in to
    My Account
    .
  2. Select
    Manage Accounts
     in the
    My Firm
     section.
  3. Select
    Reassign
     next to the
    Onvio Primary Admin
     contact.
  4. Select the new contact’s name in the
    Onvio Primary Admin
     dropdown.
  5. Select
    Reassign
     to complete the change.
  6. Select
    Close
     to finish.

After changing the
Onvio Primary Admin

  • The current Onvio primary administrator needs to sign out and sign back in to
    My Account
     to see the change in permissions.
  • Review the previous Onvio primary administrator's permission level. The licensee and new Onvio primary administrator can make changes on
    My Account
    .
  • The new Onvio primary administrator and the licensee will get a confirmation email of changes.

Licensee vs Onvio Primary Admin

The licensee and Onvio Primary Admin have similar account permissions with some key differences:
Authorization
Licensee
Onvio Primary Admin
Legal right to client data
Yes
No
Account administrator for all Thomson Reuters products used by the firm
Yes
No
Manage Firm information, including security requirements, demographic information, and name changes
Yes
No
Change the licensee's email address
Yes
No
View order history, invoices, and change payment methods
Yes
Yes
Change permissions assigned to staff CS Web accounts
Yes
Yes
Change who the Onvio Primary Admin is
Yes
Yes
Oversee Onvio setup, staff setup, and Onvio use
No
Yes
Manage staff access to Onvio
No
Yes
Change Onvio Primary Admin's email address
No
Yes

This article applies to:

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