Set up permission groups

Before you start

You need to be logged in as a staff member with administrative permissions to add and edit permission groups.
If you're the Onvio Primary Admin, add yourself to permission groups.
You can add a staff member to more than 1 permission group. They’ll have every permission granted by those groups combined.
We recommend adding a new permission group for staff who need permission to access confidential contacts.

Add a new permission group

In Onvio Center, select
Setup
, then
Permission groups
.
Select
Add
to create a new permission group and open
Step 1: Name and Description
.
Add a
Name
and
Description
for the permission group.
Continue to
Step 2: Functionality
using either
Next
or by selecting the step at the top of the screen.
Open each tab and assign permission levels for Onvio applications to members of this group.
note
Select
Nothing
to deny members access to an application.
Select
Everything
to grant members complete access to an application.
Select
Custom
to specify permissions for each application. A custom permission level lets you select either
Disable
or
Enable
access to each feature.
Move onto
Step 3: Data
using either
Next
or by selecting the step at the top of the screen.
Choose the contacts that group members can access.
If you choose
No Contacts
, group members won’t be able to see any confidential contact data or clients.
If you choose
Selected Contacts
, you can specify if group members can see
Non-confidential contacts
and/or
Confidential Contacts
.
Confidential Contacts can be further specified to
All confidential contacts
or
Selected confidential contacts
.
Continue to
Step 4: Group Members
using either
Next
or by selecting the step at the top of the screen.
Select
Add
to add group members.
Mark the checkbox next to each staff member to add them to this group.
Select
Add Members
to save your selection.
Select
Done
to finish.
Staff members need to sign out and sign in again to see changes to their permissions.

System groups

Administrative Permissions
: Members of this group have administrator access to all permission groups, including the ability to create new groups and to assign permissions to staff. Use this group for the firm administrator and top-level leaders (for example, the owner, partners, and/or senior executives).
The Onvio Primary Admin can't be removed from this group.
All Functionality and Non-confidential Data
: Members of this group have permissions for all licensed functions in Onvio, but only for clients and contacts who aren’t confidential.