Relating a Contact to a Client Entity - manually
- Debby Gibson
Regardless of your Practice Management integration, it is possible to manually create a relationship between a Client Entity and a Contact. Once this relationship has been created, the Contact, when they login to the Nimbus Client Portal, will be able to view all documents that have been shared / published for those Client Entities they have a relationship to.
To manually create a relationship (there must already be a Contact and a Client Entity for this process), perform the following:
Select the Contacts menu from the menu bar. Note: you can also access Contacts via the Client record in the same way if you prefer.
Locate the Contact by using the sort or filter options.
Once you've located the Contact, select the blue edit arrow on the far left to open the record.
The grid will drop down revealing more details of the entity relationships. This shows the entities that will be visible when the client logs into their portal.
To add access to another Entity, click the blue + circle icon as highlighted above. The New Contact Client dialog will display. Using the drop-down to the right of the Client field, locate the Client Entity you wish to create the relationship for.
Select the Contact Type - this defines what type of Contact you are adding. Generally, this will be Client.
Ensure you tick options for Folder access permitted and Read/Write
Folder access permitted - if this option is ticked, the Contact will be able to view and access any document that has been published in this Client Entity folder
Read / Write - if this option is ticked, the Contact will be able to remove files from the Client entity folder
Click the Update button to save your changes. Repeat for other entities if required.
