Users, groups, and locations
Look up your JobNimbus users, groups, and office locations, and add a new office location.
Users, Groups, and Locations show your team and offices as they're set up in JobNimbus. You can search and filter them, and add an office location. To add a user, change a group, or edit an office, do it in JobNimbus. Each screen shows Last updated with the time the list was read from JobNimbus.
To control who can sign in to roofingBoss and what they can see, use Access control instead.
Look up a user
Open Sidebar → Settings → Users. The JobNimbus Users table shows each user's initials in their calendar color, then Name, Email, Role (their JobNimbus access profile), Location, Last Login, Status, Calendar Color, and Last Mobile Login.
- Type in Filter by name... to find someone.
- The Status: button shows Active users at first. Switch it to All or Inactive.
- Change how many rows show per page with the rows menu, and hide columns with Columns.
- Click Previous and Next to page through.
Last Login and Last Mobile Login are JobNimbus sign-ins. For roofingBoss sign-ins, check Last Sign In on Access control. To see who's using roofingBoss right now, open Team.
Your filters stay in the page address, so you can bookmark or share a filtered list.
See who's in a group
Open Sidebar → Settings → Groups. Each JobNimbus group has a card with a head count and two lists:
- Managers
- Members
Each person shows their name and email. Unknown user means the group lists someone who isn't in the JobNimbus user list anymore, such as a deleted user.
Look up an office location
Open Sidebar → Settings → Locations. The table lists each office's Name, Address, City, State, ZIP, Phone, and Status.
- Type in Filter by name..., or use the menus to filter by status (All Statuses, Active, Inactive) and by state (All States).
- Click the arrow at the start of a row to see more: Location Details, Calendar Settings (business hours, whether weekends are on, and the first day of the week), and Branding colors.
Locations are used across jobs and products. See Products.
Add an office location
Anyone signed in to the dashboard can add a location. It's saved to JobNimbus for the whole account, so check with your admin first. Extra locations may need a higher JobNimbus plan.
- On Sidebar → Settings → Locations, click Add Location.
- Enter the Location Name. It can't match an existing location's name.
- Fill in any of Code, Address Line 1, Address Line 2, City, ZIP, and Phone.
- Leave Active on so people can pick the location on jobs and products.
- Click Create Location.
The new location appears in the table. Set its state, branding colors, logo, and business hours in JobNimbus, since roofingBoss can't set those. Locations can't be edited or deleted here.