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
Setup
Staff Levels
.
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.