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, choose Setup > Staff Levels.

Note: If you cannot see the Staff Levels command in the Setup menu, you do not 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.

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 helpful?