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A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
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2026 SKILLS showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
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Future of professionals report 2025
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Tips for permission groups
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
Application or feature | Permission level |
|---|---|
Onvio Setup tab | Custom |
Client | Enable |
Client Center View | Enable |
Application or feature | Permission level |
|---|---|
Documents tab | Custom |
Client Documents | Enable |
My Documents | Enable |
Open Documents Locally | Enable |
Sending Documents | Enable |
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 |
Application or feature | Permission level |
|---|---|
Project Manager tab | Everything |
Reporting tab | Custom |
Firm management reports | Enable |
Application or feature | Permission level |
|---|---|
Time and Billing tab | Custom |
Time & Expenses | Enable |
Application or feature | Permission level |
|---|---|
Time and Billing tab | Custom |
Billing | Enable |
Receipts & Adjustments | Enable |
This article applies to:
- Product: Onvio
- Subject: Setup
- Audiences: Staff