Adding Employees (if not using AutoMate)
If your Practice does not subscribe to Nimbus AutoMate, you can add and edit Employee details within Nimbus.
Create an employee login for each staff member within your Practice. This allows everyone to use Nimbus.
Watch the Video:
How to Add an Employee:
- Select Admin from the Navigation menu
- Click the Employees option
- Click the New Employee icon on the toolbar
- Add the relevant information for the new employee
| Field | Description |
|---|---|
| Login Code | The code used by the employee to login to the Nimbus system. |
| Salutation | The name used to address the staff member on all emails. |
| First Names | The employees first name. |
| Surname | The employees surname. |
| Position | Position of the employee |
| Mobile | Mobile number |
| Notes | Any Notes |
| Team | Teams the Employee belongs to |
- Click the Access tab to enter the areas of Nimbus this employee will be able to access.
- Nimbus will send the employee a Welcome to Nimbus email with a link to the Nimbus Practice Portal
Access Options
During the process of adding a new Employee it is important to provide access to the relevant Nimbus options. Select the options to allow access as follows:
| Access Option | Description | ||
|---|---|---|---|
| Clients | Access to Client details, files and folders | Restrict Client View | Tick this option to restrict the Client Entities this staff member can access |
| Contacts | Access to Contact details | ||
| Email Jobs | Access to the Email Jobs Grid | Create Email Jobs | Staff member is able to create and send email jobs |
| Documents | Access to All documents | Document Admin | This staff member is able to delete files from Archive, and can check in documents which have been checked out by other staff members |
| Folder Modification | Ability to add / edit / delete folders and the folder properties. If access is not provided, the staff member will not be able to ad-hoc create a new folder etc. | ||
| Private Folders | Ability to create a Private folder that no other staff can access. Also disables staff from adjusting folder properties and preventing other staff from accessing the folder. | ||
| Allow notifications | Emails from Nimbus can be sent to this staff member | ||
| Allow SMS Notifications | Select if the employee will receive SMS notifications from Nimbus. SMS notifications are sent during business hours (9am – 5pm, based on location) to remind an email notification has been sent by Nimbus | ||
| View Archive | Access to All Archived documents | ||
| Links & Calculators | Link and Calculators HTML Page | ||
| Appointments | Access to the Appointments Module | Available for Appts. | Others (Staff and Clients) can book appointments with this staff member |
| Templates | Access to System Templates | ||
| Training | Access to online training videos | ||
| Admin | Access to the Admin menu. Note that staff who have Admin access will receive all Quarantined emails. If you do not wish staff to receive these emails, you will need to remove Admin access. | Use SMS Pin for 2FA | Option to use Two Factor Authentication |
| Allow Login | Is able to Login to Nimbus | ||
| Redirect to | Redirect all notifications to different employee | ||
| Auto Hide Menu | When this is selected, the staff member can use the mouse to hover over the menu area causing it to contract to the left hand side of the browser window. |
Note: if access to a Nimbus module is selected, but the module is not subscribed to, the employee will see a dialog explaining what the subscription is used for, but will not be able to access the module.
When all fields are selected as required, click the Update button to save your changes.
You will then be able to send a "Welcome Email' to the staff member thereby allowing them to setup their Nimbus login.
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