Inviting others to your Client Portal
Clients can if they wish, invite others to access the documents and files stored on their Client Portal.
If the Client who owns the Portal login has access to more than one Client Entity, they can decide what Client Entity Folders they wish to share.
Instructions
Client to Login to their Secure Client Portal
Select My Details from the menu
Click the Invites tab
Click the New Login icon located in the Top Right on the Toolbar.
The New Invite dialog will display:
Add the Contact information for the person you wish to invite
Select the menu options you require for their login
Click the Folder Access tab
Select / De-select which Client Entities you would like them to access
Click the Update button
Nimbus will automatically send the Contact a Login to their Client PortalĀ
Remember that you can control what this person is able to access within your Portal