User access options

 User access is broken down into user roles, menu settings, and permissions, that determine access to different parts of your Nimbus account.

User roles

User roles determine your users overall access levels.

• Account Admin Role – Administration menu access.
• Document Admin Role – Delete archived files and can check in documents checked out by other staff members.
• Allow Login – Log in to Nimbus.
• Redirect to – Redirect notifications to another employee.

Menu settings

Menu settings determine which menus the user is allowed to access.

Permissions

Permissions control access to specific Nimbus functions.

• Restrict Client View – Prevents the user from accessing specific client entities
• Enable Folder Modification – Add, edit, and delete folders and folder properties
• Enable Private Folders – Create private folders that cannot be accessed or edited by other staff
• Create Email Job – Create and send email jobs