Set up staff levels
Add staff level descriptions to distinguish between categories of staff within your firm, such as partners or associates.
To create or modify staff level descriptions, select .
note
If you can't see the
Staff Levels
item in the Setup
menu, you don’t belong to a permission group that has access to the Staff Levels
setup screen. Contact your firm's Onvio administrator to adjust your permission groups, or to make the needed changes on this screen.
