The Report & [Access Control](../Settings/Access control/AccessControlOverview.md) Settings within the Nimbly Admin web interface give administrators unparalleled control over how reports are generated, formatted, and accessed, alongside how users interact with the Nimbly platform. These robust settings are essential for tailoring Nimbly to your organization’s unique requirements, ensuring data consistency, and maintaining appropriate access levels across your team.
Current Status & Availability
These features are fully released and deployed on production. 🚀
Platform Compatibility
- Web & Mobile Web (Admin Interface): This is your command center for configuring all global and role-based settings, offering a seamless and intuitive administrative experience. 🖥️📱
- Mobile App: The configurations you make here directly influence the behavior and capabilities available to your users on the Nimbly mobile application. This includes critical functions like camera resolution and offline audit options, ensuring a consistent and efficient experience for field teams. 📸📊
Access Requirements
To dive into these powerful settings, you’ll need:
- Role: High-level Administrator access to the main Settings module and its “Report” and “[Access Control](../Settings/Access control/AccessControlOverview.md)” sub-sections.
- Credentials: Your standard Nimbly login credentials. 🔑
Key Capabilities & Configuration Options
Nimbly provides two primary areas for granular control, empowering you to fine-tune your platform:
A. Report Settings (Settings > Report Tab) 📈
This section allows you to define the global parameters for report generation and media handling, ensuring your data is presented exactly how you need it.
- Default Report Format:
- Choose whether downloaded or generated reports should default to PDF or Excel Spreadsheet, optimizing for your preferred data consumption method.
- Report Sorting by Flag:
- Option to sort reports by flag (Yes/No), making it easier to quickly identify key insights. (The video shows ‘No’ selected here).
- Offline Audit Date/Time Source:
- Crucial for data accuracy in varied connectivity environments, choose between using the device submitted date/time or the server upload date/time for offline-completed audits.
- Cooling Off Period:
- Configure a customizable delay after an audit submission to prevent immediate re-audits.
- Auto: Defaults to 10 minutes.
- Custom: Set a specific duration in minutes (Min: 5, Max: 1440) to align with your operational workflows.
- Configure a customizable delay after an audit submission to prevent immediate re-audits.
- Media Capture - High Resolution:
- Option to enforce taking photos/videos with high resolution (Yes/No), ensuring visual clarity for your audits. 🖼️
- Media Source Control:
- Restrict photo capture to Camera only or allow access to both Camera and Gallery, enhancing data integrity and control.
- Camera Resolution Settings (Mobile App):
- Control the mobile app’s camera behavior for consistent media capture.
- Always Ask Once: Prompt users for resolution settings per session or audit.
- Set Default: Pre-define a default resolution.
- Control the mobile app’s camera behavior for consistent media capture.
- Active [Schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) Period (Global Default):
- Allow and set a default active period (e.g., 1 Day) before and after a scheduled date, providing flexibility for audit completion. This global default can be overridden at the individual [schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) level.
- Auto Mapping Users to Department (for [Schedules](../Schedule/Schedule Listing/ScheduleListingOverview.md)):
- Configure if users added to [schedules](../Schedule/Schedule Listing/ScheduleListingOverview.md) are automatically mapped to the relevant department (Single Auditor / Multiple Auditors toggles), streamlining [schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) management.
B. [Access Control](../Settings/Access control/AccessControlOverview.md) / [Permissions](../Settings/Access control/AccessControlOverview.md) (Settings > [Access Control](../Settings/Access control/AccessControlOverview.md) > [Permissions](../Settings/Access control/AccessControlOverview.md) Tab) 🔐
This powerful matrix allows you to define granular user [permissions](../Settings/Access control/AccessControlOverview.md) across virtually every module of the Nimbly platform, enforcing robust security protocols.
- Role-Based Permission Matrix:
- View and precisely modify [permissions](../Settings/Access control/AccessControlOverview.md), Admin, AOM, Nimbly Staff, Audit Staff, Finance, RMS Admin, Regional Manager, Supervisor, Area Coach, SPV Area, Area Manager, Area Coordinator 3, Auditor, Salesman, Staff, Paul Test Role, Cashier, Shift Leader.
- Granular Feature [Permissions](../Settings/Access control/AccessControlOverview.md):
- Control access (typically through
view/edit/create/deletevia checkboxes) for a comprehensive range of features, categorized by module. Here’s a glimpse:
- Control access (typically through
| Module | [Permissions](../Settings/Access control/AccessControlOverview.md) |
|---|---|
| Department | Add, Edit, Block |
| Questionnaire | View, Create/Clone, Edit, Delete |
| User | Add, Edit User Info, Update User Role, Block User Access |
| Sites | View All, Add, Edit Site Info, Delete |
| Reporting [Schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) | Create, Assign, Delete |
| Report Settings | Download report |
| (And many more…) | (Inventory, Stock Audit, etc., based on scrollable list) |
- Save/Reset [Permissions](../Settings/Access control/AccessControlOverview.md):
- The “Save” button applies all your permission changes instantly.
- The “Reset” button reverts all roles to their default system [permissions](../Settings/Access control/AccessControlOverview.md).
Core Workflows: A Step-by-Step Guide 🚶♀️
1. Accessing Report Settings
- Log in to the Nimbly Admin web interface.
- From the left-hand navigation menu, click Settings.
- On the “Settings Page,” locate and click the Report tab in the main content area.
- You’ll find the Report Settings Form, presenting various configuration options including radio buttons, dropdowns, input fields, and toggles.
- Modify settings as needed (e.g., changing “Report format should be in…” from “PDF (default)” to “Excel Spreadsheet”).
- Click the Save button, located at the top right of the page, to apply your changes. ✅
2. Accessing and Modifying [Access Control](../Settings/Access control/AccessControlOverview.md) ([Permissions](../Settings/Access control/AccessControlOverview.md))
- From the Settings page, click [Access Control](../Settings/Access control/AccessControlOverview.md) in the left sub-menu.
- On the “[Access Control](../Settings/Access control/AccessControlOverview.md) Page,” click the [Permissions](../Settings/Access control/AccessControlOverview.md) tab.
- You will see the [Permissions](../Settings/Access control/AccessControlOverview.md) Matrix, a large table displaying roles and features.
- Rows represent specific features or actions, logically grouped by module.
- Columns represent the various user roles defined within your system.
- Cells contain checkboxes. A checked box signifies that the role in that column possesses the corresponding permission for the feature/action in that row.
- You will see the [Permissions](../Settings/Access control/AccessControlOverview.md) Matrix, a large table displaying roles and features.
- Scroll through the matrix to pinpoint the desired feature and role combination.
- Check or uncheck the relevant boxes to grant or revoke [permissions](../Settings/Access control/AccessControlOverview.md) (e.g., enable “Audit Staff” to “Create reporting [schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md)” by checking the appropriate box).
- After making your desired modifications, click the Save button (top right of the [permissions](../Settings/Access control/AccessControlOverview.md) matrix) to commit your changes. ✅
- To revert all roles to their system default permission settings, click the Reset button.
Maximizing Your Nimbly Experience: Customization & Security 🚀🔒
These settings offer profound capabilities for Nimbly administrators, enabling a highly customized and secure environment:
- Tailored Report Behavior: Configure default report formats, offline data handling, cooling-off periods, and media quality/source settings to perfectly align with your operational workflows and data requirements.
- Enhanced Mobile App Experience: Directly influence your mobile users’ experience by setting defaults for camera resolution and enabling features like the Active [Schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) Period, ensuring efficiency on the go.
- Robust Security & Access Segregation: Leverage the extensive [permissions](../Settings/Access control/AccessControlOverview.md) matrix to enforce the principle of least privilege. This critical security measure ensures users only have access to the features and data absolutely necessary for their roles, safeguarding data integrity and confidentiality.
- Flexible Role Definition: While not detailed here, the “Role Manager” section works in conjunction with [Access Control](../Settings/Access control/AccessControlOverview.md), allowing you to create and define the specific user roles that appear in the [Permissions](../Settings/Access control/AccessControlOverview.md) matrix, offering unparalleled organizational flexibility.
Interconnected Features & System Dependencies 🔗
The settings you configure here have a ripple effect across the Nimbly platform:
- All Report Generation/Download Features: Your Report settings (format, sorting) universally affect every instance where reports are viewed or downloaded across both web and mobile platforms.
- Mobile App Camera Usage: Settings for resolution and source (camera/gallery) directly dictate how the mobile app’s camera functions, impacting data collection quality.
- Report Scheduling: The “Active [Schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) Period” default and “Auto Mapping Users” settings are fundamental to how new [schedules](../Schedule/Schedule Listing/ScheduleListingOverview.md) are created and assigned.
- Entire Nimbly Platform: The [Access Control](../Settings/Access control/AccessControlOverview.md) ([Permissions](../Settings/Access control/AccessControlOverview.md)) settings serve as the core governance layer, controlling user access to virtually every module and feature within Nimbly.
- User Management: User roles assigned in the User Management section are the direct link to the permission sets defined in [Access Control](../Settings/Access control/AccessControlOverview.md), determining each individual user’s capabilities.
Best Practices for Administrators ✨
To ensure optimal performance, security, and user experience with Nimbly’s Report & [Access Control](../Settings/Access control/AccessControlOverview.md) Settings, consider these essential best practices:
- Align Report Settings with Operational Needs: Choose default report formats and other settings that best serve the majority of your organization’s use cases and reporting requirements.
- Embrace the Principle of Least Privilege: Always grant only the absolutely necessary [permissions](../Settings/Access control/AccessControlOverview.md) to each user role. Avoid over-privileged accounts to minimize security risks.
- Regularly Review [Permissions](../Settings/Access control/AccessControlOverview.md): Periodically audit user role [permissions](../Settings/Access control/AccessControlOverview.md). This ensures they remain appropriate as roles evolve, new features are introduced, or organizational structures change.
- Thoroughly Test Permission Changes: After modifying [permissions](../Settings/Access control/AccessControlOverview.md), always test the changes with a user account assigned to that role to confirm they behave precisely as expected.
- Document Custom Roles & [Permissions](../Settings/Access control/AccessControlOverview.md): If your organization creates custom roles or significantly alters default [permissions](../Settings/Access control/AccessControlOverview.md), maintain clear internal documentation explaining these configurations for future reference and continuity.
- Exercise Caution with “Reset”: The “Reset” button for [permissions](../Settings/Access control/AccessControlOverview.md) will revert all roles to system defaults. Use this feature with extreme care, as it will undo any intentional customizations.
- Always Save Your Work: Remember to click “Save” after making any modifications on either the Report tab or the [Access Control](../Settings/Access control/AccessControlOverview.md) > [Permissions](../Settings/Access control/AccessControlOverview.md) tab to ensure your changes are applied.
Video: