Set up permission groups

When you establish permission groups, there are a few things to keep in mind.

  • Not all staff members need full access to all Onvio features.
  • A staff member can belong to more than one permission group and will have access to all features to which access is granted by one or more of those permission groups.

Add a new permission group

If this is your first time logging in as your firm's Onvio administrator, you must start with the steps below and assign yourself to a group. You'll then come back after setting up your staff to assign them to a permission group.

  1. Choose Setup > Permission groups and click Add to add a new group.
  2. Enter a name and description for the group and then click Next.
  3. Click each tab and specify the features or applications that the group needs to access. Click Custom to give group members access to some features while restricting access to others.
  4. Click Next.
  5. Mark the boxes for the staff members who should be included in the permission group.
  6. Click Add Selected at the top of the Available Users list to add the members to the group.
  7. Click Done.

To see the changes to your permission group, log out of Onvio and then log back in.


Edit an existing permission group

You can add staff members to existing permission groups from the Staff setup screen. See Add staff to permission groups.

  1. Choose Setup > Permission groups.
  2. Mark the box for the group and then click Edit.
  3. Edit the Name and Description fields, if desired, and then click Next.
  4. Click each tab and specify the features or applications that the group needs to access. Click Custom to give group members access to some features while restricting access to others.
  5. Click Next.
  6. Mark the boxes for the staff members who should be included in or excluded from the permission group.
  7. Click Add Selected at the top of the Available Users list to add the members to the group, or click Remove Selected at the top of the Members list to remove the members from the group.
  8. Click Done.
  9. If staff were logged in while you were making this change, instruct them to log out and log back in to Onvio to update their permissions.

Recommended permission groups for firms with more than one staff member

The following tables provide our recommended best practices based on firms currently using Onvio. Each section (separated by shaded rows) represents a different permission group. Fields not included in the table should be left at the default setting (disabled), and bold fields in the table denote tab names within the permission group setup in Onvio.

Note: The recommendations below are merely a starting point. As you use Onvio, you can adjust the groups to fit your needs.

In this table, the shaded rows are the suggested names for the permission groups, with the following rows representing various tabs (bolded text) and individual permissions on those tabs.

Administrative
Onvio Setup Everything
Documents Everything
Project Manager Everything
Reporting Everything
Time and Billing Everything
Clients
Onvio Setup Custom
Client Enable
Client Center View Enable
Documents
Documents Custom
Client Documents Enable
My Documents Enable
Open Documents Locally Enable
Sending Documents Enable
Partner
Onvio Setup Custom
Client Enable
Client Center View Enable
Staff Enable
Contacts Enable
Firm Enable
Appearance Enable
Client Notifications Enable
Contact Categories Enable
Departments Enable
Offices Enable
Project Templates Enable
Service Charges Enable
Staff Levels Enable
Terms and Conditions Enable
Tracking Descriptions Enable
User Preferences Enable
Personally Identifiable Information Enable
Documents Everything
Project Manager Everything
Reporting Everything
Time and Billing Everything
Project Manager
Project Manager Everything
Reporting Custom
Firm Reports Enable
Time Entry
Time and Billing Custom
Time & Expenses Enable
Billing
Time and Billing Custom
Receipts & Adjustments Enable

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

Internal Employees: Submit HHTC feedback


Was this article helpful?