Set up staff departments
Show expandable text
Hide expandable textIf your firm has more than one department, staff members who have appropriate permissions can enter information about each department in Setup > Departments.
Purpose
After you add staff departments, you can use Department as a filtering option in firm reports.
Access required
If you don't see Departments in the menu, you don't have access enabled. 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
Once you add staff departments, you can perform the following related tasks.
- Assign staff to one or more departments
- Assign project templates and projects to one or more staff departments