Edit staff members

Before you start

Make sure you're assigned to a permission group that has Staff, Permission Groups, Onvio Access, and View/Edit Time & Expenses for Other Staff enabled.
Staff can change the email address they use to log in to Onvio Center or update their name that appears in the Account tab of the Profile panel.

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

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

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

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
- Add an office
Departments
- Set up staff 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

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.

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 .

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

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