Setting up Your Profile

Before you get started using JobNimbus, make sure to set up your profile.

Navigating JobNimbus

Welcome to JobNimbus! We are super excited to have you here with us. In the following courses, we will show you the basics of using JobNimbus every day, but before we get started, let’s give you a quick tour of what your account looks like.

If you can pull up your JobNimbus account in a second window, we suggest you follow along to get the most out of learning with us.

 

HubSpot Video

 

When you log into JobNimbus, your dashboard will automatically open up.

1.1 Setting up Profile - Navigation - Dashboard

This dashboard helps you stay in the know with what is happening in your company.

 

The navigation menu at the top helps you get around JobNimbus.

1.1 Setting up Profile - Navigation - Nav Menu

 

The resource center is in the bottom left.

1.1 Setting up Profile - Navigation - Resource Center


Setting up your Profile

HubSpot Video

 

Click on your profile icon and select Profile.

1.2 Setting up Profile - Profile Icon



Set up your notification preferences.

  • Email notifications will email you when something happens in JobNimbus
  • Push notifications will send a notification to your smart device.

1.2 Setting up Profile - Notifications


Set up your 3rd party calendar sync.

1.2 Setting up Profile - Calendar Sync

The 3rd party calendars you can sync with are Google Calendar, iCal, and Outlook. JobNimbus only sends tasks to the iCal and Outlook calendars; this is called a one-way sync. Google Calendar has more options for syncing and can send tasks or task edits from Google back to JobNimbus; this is called a two-way sync.

 

What's next?

Let’s move on to getting into the system further. Before we move on, to help understand what you need to learn, I want you to look at your navigation bar.

Do you see an icon for Jobs in the navigation menu right here?

1.2 Setting up Profile - Jobs icon

If so, move on to the course that discusses jobs & contacts. If you don’t, visit our course on contacts.

Contacts                                                Jobs & Contacts