Set up staff departments
Show expandable text
Hide expandable textIf your firm has more than one department you can enter information about each of them.
Before you start
You will need the permission required to add and edit departments in Onvio.
Set up Departments
Go to Setup, then Firm Settings, then the Departments page to add information about each department.
Note: If you don't see Firm Settings in the Setup menu, ask your Onvio administrator to add you to the appropriate permission group on the Permission Groups setup screen or on the Staff setup screen.
Next steps
You can can now carry out the following related tasks.
- Assign staff to one or more departments.
- Assign project templates and projects to one or more staff departments.
- You can use Department as a filtering option in firm reports.
Contact us
Call 800-968-0600