Restricting Access for a Staff member

It is possible to restrict the information that any given staff member is able to see via the Nimbus system.

To do this, adjustment needs to be made on the Employee Profile as follows:

1. Edit the Employee profile and on the Access tab, click the option to Restrict Client View. This will then make the Clients tab visible.

2. Open

   

   Click the Clients tab and then select those Clients that you want the Staff member to be able to see when they login.

3. The system will then only show the Clients they are able to access.

4. Note that if you do not want the staff member to see all Business Documents, you would also either need to restrict these folders, OR remove access to the Documents menu:

5. Open