Edit staff members

Before you start

Edit staff information

You can update a single staff member's, general information, access to Onvio, billing rates, tax roles, and relationships.

  1. In Onvio Center, choose Setup, then Staff.
  2. Select the staff member, then select Edit .

Editing multiple staff

You can change general information (such as staff level or office) and enable/disable Onvio access for multiple staff at once.

  1. In Onvio Center, choose Setup, then Staff.
  2. Select multiple staff names, then select Edit.
  3. Choose Change Staff General Information or Onvio Access and select Next.
  4. Make changes and select Next to review them.
  5. Review your changes, then select Done.

General

In the General tab you can change the following information for a staff member.

  • ID
  • Name
  • Address
  • Phone number
  • Email Address

    Note: Staff members can change the email address they use to sign in to Onvio.

  • Online Presence (Facebook, LinkedIn, or Twitter)
  • Office
  • Departments
  • Supervisor
  • Staff Level
  • Status (Active / Inactive)

    Note: Changing a staff member to Inactive disables all Onvio access for that staff member. If you are reactivating a staff member, you must re-enable Onvio access manually.

  • Hired / Left dates

Onvio Access

In the Onvio Access tab you can edit a staff member's access to Onvio. From this tab you can change the permission groups assigned to the account.

Rates

In the Rates tab you can set up staff rates. Staff rates are required to enter time and expenses for the staff member.

To change an existing rate select the rate, then select Edit .

Roles

In the Roles tab you can change the staff member's tax roles as a Preparer, Reviewer, or Representative.

Relationships

In the Relationships tab you can set up relationships to the staff member.

To update an existing relationship select the contact, then select Edit.


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