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💡 Manage your

partners

registration and expand your business network

with Certify

.

<< Back

 

Status
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titleMy Register

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titleHow to update my company's registerdelete my contacts?

To update your company's registration, go delete a contact, navigate to My Register;

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Click click on the Edit Register button on the right, in Sections select the Contacts tab;

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Complete the requirements requested in the sections available in the Profile submenu. At each completed section it is important to save the inclusion, to proceed to the next update.

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Then click the Actions in List link, select the contact you want to delete, and click Delete.

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Info

Important:

If you wish, you can also update your company's registration with the customer by navigating to My Customers > select the customer you want to update the registration.

To delete contacts from your company, navigate to My Register;

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Click on Edit register and in the Profile sub-menu select the Contacts option;

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Click on Actions in List, select the contact you want to delete and click on Delete

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Expand
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titleHow to delete my contacts?
titleSynchronizing Public Data

This company data is automatically synchronized with the Internal Revenue Service.

The synchronism with the Revenue is an external service and, for this reason, we can not guarantee the proper functioning of the same, even in cases where, apparently, there are no systemic impediments to the sending.

As an option to send invitations, we indicate to use the load by the template of Excel during the period of unavailability.

Expand
titleRegistry Status

  • Approved: The company (Supplier/Business Partner) is connected to the Certify and up-to-date with the Buyer/Customer certification process.

  • In Approval: Supplier/Business Partner certification is in approval by the Buyer/Customer.

  • In Check: The documentation sent by the Supplier/Business Partner, for certification, is in conference by the Buyer/Customer.

  • In Update: Any documentation or information requested by the Buyer/Customer, for the approval of the Supplier/Business Partner registration, is being updated.

  • Connected: The company (Supplier/Business Partner) has a basic connection, that is, not homologated in the Certify, with a Buyer / Customer. This connection status is defined based on the registration form associated with the connection (basic or custom forms without approval workflow, will result in connections between companies under this status). With this, the invited company (Supplier/Business Partner) will have to update the registration in the Certify after the acceptance of the invitation of connection.

  • Pending: Supplier/Business Partner received the invitation for certification with Buyer/Customer but has not yet accepted it. 

  • Returned: The documentation sent by the Supplier/Business Partner was not accepted by the Buyer/Customer, and was returned, so that the necessary adjustments can be made.

  • Refused: The documentation sent by Supplier/Business Partner to Buyer/Customer was declined and not approved.

  • Inactive: The Supplier/Business Partner has been blocked by the Buyer/Customer, but not by the Nimbi Network.

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titleStatus of Access Requests

Waiting Confirmation - The Administrator user has already approved but the user has not yet accepted or reset the password in the new company;

Validated - The new user of the company has accepted and reset the password;

Discarded - Request for access was generated via another action, in duplicate form, thus discarding the others after approval;

Pending Approval - The request is awaiting acceptance of the company’s account Administrator at Nimbi Network;

Refused - Request was declined by the company account Administrator at Nimbi Network.

Info

Important:

The status will be available in My To-Dos > Request For Accesses.

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How do I change my company name

To change your company name in your registration, navigate to My Registers > Edit Register;

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In the Sections tab, click on the Registration tab and change the Trade Name and Corporate Name fields. Once done, click Save Register.

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Expand
titleHow do I update my company address?

To update your company's address, access My Register > Sections > Edit Register > Register tab;

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Change the desired address or register a new one and click Save Register.

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Info

Observation:

Although the operation is carried out through your registration with a specific

customer

client, as it is basic data, such data

are

is updated with all

customers.

Status
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titleADMINISTRATOR

clients.

Expand
titleADMINISTRATOR - How do I authorize user access to My Company's Nimbi Account?

To authorize a user's access to your company's Nimbi network, access My To-Dos 

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Then Requests for Access;

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Scroll the mouse cursor down, in the list that will appear, select the check box next to the desired user and, in the Actions in list option, Approve or Refuse this user's access.

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Status
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titleMy To-DOs

Expand
titleAuthorize user access to your company's Nimbi account

Access your company's Nimbi network: Go to My To-Dos > Requests for access;

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Check the checkbox next to the desired user and, in the Actions on list option, Approve or Refuse access for this user.

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Info

Important:

This action can also be performed by accessing My Historic > Requests Access;

StatuscolourYellowtitleOperation
Update my company's registration as a supplier?

Remembering that to carry out the registration update, the registration status must be In Update.

Access My Customers > Select the desired customers;

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Expand
titleHow do I include operation categories?

On My Register

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Click on Edit Register button > Operation tab.

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In the Category panel, click Add; 

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Select the category(ies) you want to include via the search field.

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Click on the Add button to complete the operation.

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Click on Save Register to save the changes made.

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Note:

Although the operation is carried out through your registration with a specific customer, as it is basic data, such data are updated with all customers.

Status
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titleDOCUMENTS

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titleDocumentation Supplier

To add the documents, access the Portal with your login and password, and follow the step by step below:

  • Access the application My Customers

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  • Search for the company that wants to update the registration

  • Click to open the required Documentation

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  • Click on the "clips" (attach button);

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  • Select the required file and click on Attach

  • Remembering that the formats allowed are: Png, Jpeg, Gif, Word or Excel with up to 15MB.

Info

Important:

This option is not displayed if the company that invited you does not request the inclusion of this information.

Status
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titleINVITATIONS

Expand
titleConnection Request Status

  • Accepted - The invited user, created his user, the password, registered his company in Nimbi by Certify and accepted the
    invitation, being up to date with the connection process in the Certify;

  • Pending Accept - The invitation has been generated and successfully sent to the informed user's email. In this way, the
    Administrator of the invited company is informed via e-mail and by notification on the platform to accept the invitation and to
    connect with the business partner by Certify;

  • Forwarded (Request Access) - The invitation has been generated for a company already connected to yours in the Certify.
    However, the invited contact is not registered with the partner company to accept the invitation. In this way, the invited
    company’s Administrator user must approve or deny guest user access;

  • Being Processed - The invitation was registered in the Nimbi Network (generation via template), however it is in the queue to be sent to connection (user/invited company);

  • Canceled - Invitation canceled by the company issuing the invitation or after 1 year without acceptance of the supplier;

  • Error - The invitation was registered in the Nimbi Network but presented failure in the delivery or acceptance process. Thus, a new invitation must be generated;

  • Refused - The invitation was successfully generated and sent to the informed user's email, but the connection (guest user /
    company) rejected it.

When receiving an invitation email to connect to the Nimbi network, click on Accept Invitation.

Once this is done, a message will be forwarded to the invitation email to set the access password. Your login will be the same email address where the invitation was received and, if you cannot find the message in your inbox, check your spam and deleted emails box.

In the message received, click on the Reset Password link and create a password according to the parameters exposed, completing the operation by clicking on Reset Password.

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When accessing Nimbi Network for the first time, carefully read the terms of use of the platform and, if you agree, select the check box and click on Accept.

After confirming your registration, you need to fill in your company data.Go to My Register;

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Click on Edit Register;

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Fill in your company information, and click on Save Registration.

If you wish, you can also update your company's registration with the customer by navigating to My Customers > select the customer you want to update the registration.
Expand
titleHow to accept an invitation and publish my register?
change my company logo as a supplier?

To change your company's logo, you must have authorization from the Commercial Responsible.

Access My Register > Edit Register > Sections, click on the Register tab.

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Go to the bottom of the Business Information panel and click on the Change logotype link;

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Click “clips” (attachment button), select the desired image and click Attach.

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Complete the operation by clicking the Save Register button;

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