Set up staff levels

Add staff level descriptions to distinguish between categories of staff within your firm, such as partners or associates.

To create or modify staff level descriptions, choose Setup > Staff Levels.

Note: If you cannot see the Staff Levels item in the Setup menu, you do not belong to a permission group that has access to the Staff Levels setup screen. Contact your firm's Onvio administrator to adjust your permission groups, or to make the needed changes on this screen.

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