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Setup

Set up staff

Before you start

  • Make sure you're assigned to a permission group that has
    Staff
    ,
    Permission Groups
    , and
    Onvio Access
     enabled.
  • You'll need to have permission groups set up to assign staff to.
  • If staff are set up on My Account and have a Thomson Reuters ID, they'll already be in Onvio and have access. You'll only need to add them to a permission group.

Add a staff member

  1. Select
    Setup
    , then
    Staff
    .
  2. Select
    Add
    .
  3. Go to the
    General
     tab.
  4. Enter an
    ID
    ,
    Name
    , and
    Email Address
    .
    note
    The email address you enter here will be used by the staff member to register and sign in to Onvio.
  5. Go to the
    Onvio Access
     tab.
  6. Turn on
    Onvio Access
    .
  7. Verify the staff member's email address and update it if necessary.
  8. Choose whether to send the registration email now, or later.
  9. Turn on the switch switch for each permission group the staff member should belong to. Onvio shows the permissions for the highlighted permission group.
  10. You can also add rates, roles, and relationships to the staff member.
  11. Select
    Save
     when you're finished.

This article applies to:

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