Account Management - Nimonik Inc.

2 Account Management Overview

Marie-France Binette — Wed, 12 Oct 2022 15:04:51 +0000

The Account Management section outlines the functionality that structures your overall account. We cover your subscription parameters, user management, team management, tags, risk matrix and other settings that cut across your entire Nimonik account. Settings and functionality that are specific to a module (Obligations, Actions, Audits) will be covered in their respective modules.

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2.1 Subscription Settings

Marie-France Binette — Wed, 12 Oct 2022 15:04:14 +0000

A Nimonik subscription will include: Topics Jurisdictions Industry Sectors Document Types Document Status Quantity of users Quantify of audits per year To see your current subscription, please go to your Settings page in your account on NimonikApp. To make any changes to your subscription, please contact us at support@nimonik.com

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2.10 Mandatory Notes Settings

Janelle Stone — Wed, 24 May 2023 02:32:32 +0000

Nimonik allows account admins to make the following notes mandatory in their accounts: Assessment notes – The notes that can be entered when a user changes the assessment of a document or clause in a CO register External action closure notes – The notes that can be entered when a user closes an external action ... Read more

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2.11 Delete Your Company Account

Marie-France Binette — Wed, 12 Oct 2022 15:02:39 +0000

To completely delete your account (there is NO UNDO, all data, users and information will be permanently deleted). Click on “More” menu in the top-right corner and select “Settings”. In the right-hand menu, click on “Nimonik Account Management” and select “Edit Nimonik Account”. Click on the “Delete your Account” option at the bottom of the ... Read more

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2.12 User Logs

Marie-France Binette — Wed, 12 Oct 2022 15:02:39 +0000

Logs: Tracking Activity in Your Account The logs can be used to see what changes other users have made to the elements of your account to which you have access. A Company Administrator can see everything. A General User can see what they have access to. To see the logs of changes in your account: ... Read more

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2.13 User Email Settings

Marie-France Binette — Wed, 12 Oct 2022 15:02:39 +0000

Email Settings : How to Change your Email Settings To change the emails you receive: Click on More menu in the top-right corner and select “Settings” Go to “My Profile” in the right hand menu. Make the desired changes to your subscription using the checkboxes, and click “Update” to apply the changes. Please note that ... Read more

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2.14 Management Reports

Marie-France Binette — Wed, 12 Oct 2022 15:03:14 +0000

Management Reports are only available to account administrators. They allow you to track trends and activity across your entire account by facility, user, date range, and much more. Currently, Nimonik offers the following management reports: Internal Actions – Provides information about internal actions, including completion status. Company Audit Template – Compares the results from Audits ... Read more

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2.16 Custom Fields Directory

Marie-France Binette — Wed, 12 Oct 2022 15:05:24 +0000

Account level custom fields allow account administrators to create custom fields that will allow users to add additional information to Audits Internal Actions Compliance Obligation The custom fields directory lists all of the custom fields in the account. On this page, account administrators can create and edit custom fields by following the steps below. Create ... Read more

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2.17 Reorder Custom Fields in your Account

Marie-France Binette — Wed, 12 Oct 2022 15:05:24 +0000

Account admins can adjust the order of custom fields in the custom fields directory. To do so, simply click on the title of the custom field that you would like to adjust, and drag and drop it to your desired location. The order in which custom fields appear on the directory page (top to bottom) ... Read more

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2.18 Whitelisting Emails sent to you by Nimonik

Ramzy Yakan — Thu, 09 May 2024 16:28:22 +0000

Whitelisting Nimonik Emails: How to ensure you receive emails from Nimonik Not receiving emails from Nimonik? The best solution to ensure you receive all emails sent from Nimonik is to whitelist our email domains and whitelist our email IP addresses. Here is how you can do this. Add “subscription@nimonik.com” to your Whitelist (Trusted Contacts or Safe ... Read more

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