This article applies to:

Set up staff departments

If your firm has more than 1 department, you can enter information about each of them.

You will need the permission required to add and edit departments in Onvio.

Go to Setup
, then Firm Settings
, then the Departments
page to add information about each department.

note

If you don't see Firm Settings
in the Setup
menu, ask your Onvio administrator to add you to a permission group on the

Permission Groups

setup screen or on the

Staff

setup screen.

You can now do the following related tasks.

Assign staff to one or more departments.

Assign project templates and projects to one or more staff departments.

You can use Department
as a filtering option in firm reports.