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Setup

Add a client

Before you begin

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

Create a new client

While you work in Onvio, you can add new clients as needed. If the client you need isn't listed, select
Add a New Client
 or
Add a Client
 at the end of the existing client list.
  1. Select
    Setup
    , then
    Clients
     in Onvio Center
    .
  2. Select
    Add
    .
  3. Enter an
    ID
     and
    Name
    .
  4. Select the
    Entity Type
     for the client.
  5. Optionally, you can select the client as confidential, add relationships, and grant Client Center access to the client.
    note
    • Only individuals can access Onvio Client Center. Add an individual contact as a relationship, then grant them Client Center access on behalf of the client.
    • Each email address should be unique for the associated contact.
  6. Select
    Save
     when you're finished.

Create a new client from an existing contact

  1. Select
    Setup
    , then
    Clients
     in Onvio Center.
  2. Select
    Add
    .
  3. Enter an
    ID
    .
  4. Select the
    Select Existing Contact
     at the beginning of the
    Name
     field
    .
  5. Select the Contact, then select
    Save
    .
  6. Select
    Save
     again.

This article applies to:

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