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Setup

Set up staff departments

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

Before you start

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

Set up Departments

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.

Next steps

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.

This article applies to:

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