Give staff access to Onvio Centre
Before a staff member can log in to Onvio Centre, they'll need to have Onvio Access enabled for them.
Before you start
- Make sure you're assigned to a permission group that allows you to enable Onvio access for other staff members.
- You'll need to have staff members added in Onvio with a primary email address and a first and last name.
- After you enable Onvio access for additional staff members, we will charge your firm for those additional users on a monthly basis.
Enable access in Onvio
- Choose Setup and select Staff.
- Select Edit next to a staff member in the list.
You can use the checkboxes to select multiple staff and enable access at once.
- Go to the Onvio Access tab.
- Turn on Onvio Access.
- Verify the email address for the registration email and update it if necessary.
- Choose if you want to send the registration email now or later.
- If you choose Send Now, a registration email will be sent as soon as you save your changes.
- If you choose Send Later, you can return to this tab and send the email any time. The registration email contains a link for the staff to enter their email address and create a password for Onvio Centre.
- Once you enable Onvio Access, you'll have to assign permission groups. Staff will need to be in at least one permission group before they can perform basic tasks in Onvio.
- Select Save when you're finished.
The staff member will also be able to access Onvio Centre features through Onvio mobile apps.