First-time setup for staff

Take the following steps to set up your account after registering for Onvio.

Set up your profile

Once you successfully log in to Onvio, you can create your profile by clicking your initials or picture in the top-right corner of the screen and following these steps.

Set your profile photo - Click the Change Photo link to upload a photo. This photo will be visible in the Staff Availability widget on the Onvio Home dashboard.
Update account information - Click the View Profile link to update your email address, name, language, and password, and to set up multi-factor authentication for your login.
Update your preferences - Click the User Preferences link to update your selections for Time and Billing and the Onvio Tour.

For additional information, see User profile.

Onvio Link

You use Onvio Link to print documents from your computer to Onvio and to edit documents stored in the Documents area from within Microsoft Office.

To download and install Onvio Link, see Onvio Link.

My Documents

The documents that you store in the My Documents tab of the Documents area will be available only to you. Within My Documents, you create a custom folder structure to organize your documents. You can use the following folder structure as a starting point. This structure is our recommended best practice based on firms currently using Onvio.

Note: The recommendations below are a starting point for you. As you use Onvio, you can adjust the folders to fit your needs.

Employment
Legal
Personal
Tax
Volunteer

For additional information, see Documents area overview.

Mobile app

In the Apple App Store or Google Play Store, search Onvio to locate and download the Onvio Documents and Onvio Client Centre apps. With the mobile app, you and your clients can adjust account settings, access all documents you have permission to see, and take a tour to familiarize yourself with the app.

For additional information, see Onvio mobile apps.