Set up staff
Before you start
Add a staff member
- Select Setup, then Staff.
- Select Add.
- Enter an ID and Name on the General tab.
- Enter an Email Address on the General tab. This will be the email the staff member uses to register and sign in to Onvio.
- Go to the Onvio Access tab.
- Turn on Onvio Access.
- Verify the email address for the client and update it if necessary.
- Choose whether to send the registration email now, or later.
- Turn on the toggle for each permission group the staff member should belong to. Onvio shows the permissions for the highlighted permission group.
- You can also add rates and relationships to the staff member.
- Select Save when you're finished.