Adding an Employee

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:

  1. Select Admin from the Navigation menu

  2. Click the Employees option

  3. Click the New Employee icon on the toolbar

  4. Add the relevant information for the new employee

 

Field

Description

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

  1. Click the Access tab to enter the areas of Nimbus this employee will be able to access.

  2. 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





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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