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 User access allows you to add users, manage their access, and manage planner delegation and DM workflow states.

To set up a new user you need to add them, and then provide them with user access to use the software.

Adding a new user

Staff who have access to their account Administration are able to invite new users to access their account.

Once a new User (team member) is setup, you are able to send a “Welcome Email”, which will allow the new user to setup their Nimbus SSO and login to the account.

  1. Login to your Nimbus account

  2. Select Administration from the menu

  3. Select User Access

  4. Select Add new user

  5. Complete the General tab. Make sure you enter details into all the mandatory fields.

  6. Click Apply. A confirmation message will show the addition of the new user via the Toast pop-up

  7. Click Send Email to send the welcome email straight away. You can choose to send it later if you like.

Give the new user access to your Nimbus account

Before the user is able to do anything using your Nimbus account, you need to give them the appropriate access.

  1. Click the Access tab.
  2. Enable the appropriate user roles, menu settings, and permission. For detailed information, see User access options.
  3. Click Apply to save the changes.


 

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