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Client Onboarding Process

Client Onboarding Process

Owned by Renaldo Figueiredo (Unlicensed)
Oct 11, 2018

Follow these steps prior to sending a Contact (individual Person) a Nimbus Welcome Email.  The Welcome Email (either sent manually, or automatically) allows a Contact to set their Nimbus login and password detail to then be able to Login to their Secure Nimbus Portal.

  1. Login to Nimbus, select Contacts from the menu, and locate the Contact (Person) using the filtering options.
  2. Ensure that the Contact details are correct. Nimbus will use these details to send email notifications – please check the First Name, Surname, Email Salutation and Email Address. If these details are incorrect, they will need to be edited in APS.

  3. Check to see which Entities this Contact is associated with, by clicking the expand icon or (the icon shown will depend on the theme used on your Nimbus account) on the left hand side of the grid. When the Contact Person logs into Nimbus they will see the folders for each of these entities (if they have folder visibility).


  4. To change the Folder visibility, click the blue edit arrow  for the Entity required (as shown in the above screen). The Edit Contact Client relationship dialog will display. Click both the Folder access permitted and the Read/Write check boxes.  Then click the Update button.


  5. You are now ready to send a “Welcome Email” to the Contact. Click the  icon against the Contact. Nimbus will automatically send a “ Welcome Email” to the Contact.