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Login Code Already Exists

Login Code Already Exists

Owned by Debby Gibson
Apr 11, 2019

Depending on the setup of your Client Portal and the way your Nimbus system relates Client Contacts to Client Entities, you may have a requirement for a Client Contact to have one login to the Nimbus Client Portal, but have access to documents and files stored in many Client Entities.

Each Contact within your Nimbus account must have a login to the Client Portal to be able to see files you share with them, and be able to share files with your business.

The login process is setup such that the system will automatically default the Client Contacts email address into the Login Code field.  Note that this can be changed by the Client should they wish.  So long as the Login code is Unique (i.e., is not used anywhere else on your Nimbus account), Nimbus will allow the login code.

If the login code has been used elsewhere within your system, Nimbus will advise the Client Contact that the Login code has already been used.  In this instance the Client Contact must choose a different login code

Instructions

You may have sent the Client Contact a new Welcome email, and the client has tried to login to their Client Portal.  The Initial Login setup requires a unique login code.

  1. In this instance, the login code has previously been used before.  Therefore there must be another Client Contact within your Nimbus account which uses the exact same login code.  You can search for this via your Client grid, or your Contact grid (if you have a Contacts menu - not applicable for Nimbus Basic customers).
  2. Add in the Login Code field on to your Client / Contact grid and filter the listing for this login code.
  3. Ask your Client Contact to choose a different login code.  It doesn't matter what it is (and does not have to be an email address) so long as the login code is unique.
  4. As soon as the Client Contact chooses a different login code, the system will remove the error.




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