Edit a relationship

Before you start

Make sure you're assigned to a permission group that has Contacts enabled.

Edit a relationship

You can make changes to relationships and change who has access to clients in Onvio Centre.

  1. In Onvio Centre select Setup, then All Contacts.
  2. Select the contact, then select Edit .
  3. Select the Relationships tab.
  4. Select Edit.
  5. Make changes and select Save.