Restrict Staff Access to a Business Folder

Owned by Debby Gibson
Jun 23, 2020
1 min read

Nimbus allows you to setup folder access restrictions to any Business Folder.  

Instructions

  1. Via the Document menu, locate the Business folder and click the blue edit arrow to show the folder details

    1. Click the Access tab

  2. A list of all staff members, and Teams will display

  3. Select the Staff / Teams who will have access to view this clients details

  4. Click the Update button to save.