Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Setup

Edit staff members

Before you begin

  • Make sure you're assigned to a permission group that has
    Staff
    ,
    Permission Groups,
    Onvio Access
    , and
    View/Edit Time & Expenses for Other Staff
     enabled.
  • Staff can change the email address they use to sign in to Onvio Center or update their name that appears in the
    Account
     tab of the
    Profile
     panel.

Edit staff information

You can update a single staff member's, general information, access to Onvio, billing rates, tax roles, and relationships.
  1. In Onvio Center, select
    Setup
    , then
    Staff
    .
  2. Select the staff member, then select
    Edit
    .

Editing multiple staff

You can change general information (such as staff level or office) and turn on or off Onvio access for multiple staff at once.
  1. Select
    Setup
    , then
    Staff
     in Onvio Center.
  2. Select multiple staff names, then select
    Edit
    .
  3. Select
    Change Staff General Information
     or
    Onvio Access
     and select
    Next
    .
  4. Make changes and select
    Next
     to review them.
  5. Review your changes, then select
    Done
    .

General

On the
General
 tab, you can change the following information for a staff member.
  • ID
  • Name
  • Address
  • Phone number
  • Email Address
    note
    Staff members can change the email address they use to sign in to Onvio.
  • Online Presence (Facebook, LinkedIn, or Twitter)
  • Office
  • Departments
  • Supervisor
  • Staff Level
  • Status (Active/Inactive)
    note
    Changing a staff member to
    Inactive
     turns off all Onvio access for that staff member. If you are re-activating a staff member, you'll need to re-enable Onvio access manually.
  • Hired/Left dates

Onvio access

In the
Onvio Access
 tab, you can edit a staff member's access to Onvio. From this tab, you can change the permission groups assigned to the account.

Rates

In the
Rates
 tab, you can set up staff rates. Staff rates are required to enter time and expenses for the staff member.
To change an existing rate select the rate, then select
Edit
.

Roles

In the
Roles
 tab you can change the staff member's tax roles as a
Preparer
,
Reviewer
, or
Representative
.

Relationships

In the
Relationships
 tab, you can set up relationships to the staff member.
To update an existing relationship select the contact, then select
Edit
.

This article applies to:

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