Tips for permission groups
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Onvio permission groups let you give access separately to features and contacts.
As you set up permission groups, you can add staff to more than 1 permission group, so you can design focused permission groups to be combined with others. This enables you to “stack” permission groups for staff who need access to various areas of functionality for different sets of contacts.
Before you begin
- You need to be logged in as a staff member with administrative permissions to add and edit permission groups.
- If you're the Onvio Primary administrator, add yourself to the permission groups first.
- You can add a staff member to more than 1 permission group. They’ll have every permission granted by those groups combined.
Example permission groups
For firms with more than 1 staff member, we recommend you add these permission groups.
Applications and features that aren't listed in the following tables are at your discretion.
Clients permission group
Application or feature | Permission level |
|---|---|
Onvio Setup tab | Custom |
Client | Enable |
Client Center View | Enable |
Documents permission group
Application or feature | Permission level |
|---|---|
Documents tab | Custom |
Client Documents | Enable |
My Documents | Enable |
Open Documents Locally | Enable |
Sending Documents | Enable |
Partner permission group
Application or feature | Permission level |
|---|---|
Onvio Setup tab | Custom |
Client | Enable |
Client Center View | Enable |
Staff | Enable |
Contacts | Enable |
Firm | Enable |
Appearance | Enable |
Client Notifications | Enable |
Contact Categories | Enable |
Departments | Enable |
Offices | Enable |
Project Templates | Enable |
Service Charges | Enable |
Staff Levels | Enable |
Terms and Conditions | Enable |
Tracking Descriptions | Enable |
User Preferences | Enable |
Personally Identifiable Information | Enable |
Onvio Access | Enable |
Custom Fields | Enable |
Documents tab | Everything |
Project Manager tab | Everything |
Reporting tab | Everything |
Time and Billing tab | Everything |
Project Manager permission group
Application or feature | Permission level |
|---|---|
Project Manager tab | Everything |
Reporting tab | Custom |
Firm management reports | Enable |
Time Entry permission group
Application or feature | Permission level |
|---|---|
Time and Billing tab | Custom |
Time & Expenses | Enable |
Billing permission group
Application or feature | Permission level |
|---|---|
Time and Billing tab | Custom |
Billing | Enable |
Receipts & Adjustments | Enable |
