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💡 Manage your registration and expand your business network.
MY REGISTER
To delete a contact, navigate to My Register click on the Edit Register button on the right, in Sections select the Contacts tab;
Then click the Actions in List link, select the contact you want to delete, and click Delete.
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 change your company name in your registration, navigate to My Registers > Edit Register;
In the Sections tab, click on the Registration tab and change the Trade Name and Corporate Name fields. Once done, click Save Register.
To update your company's address, access My Register > Sections > Edit Register > Register tab;
Change the desired address or register a new one and click Save Register.
Observation:
Although the operation is carried out through your registration with a specific client, as it is basic data, such data is updated with all clients.
Remembering that to carry out the registration update, the registration status must be In Update.
Access My Customers > Select the desired customers;
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.
Go to the bottom of the Business Information panel and click on the Change logotype link;
Click “clips” (attachment button), select the desired image and click Attach.
Complete the operation by clicking the Save Register button;
ADMINISTRATOR
To authorize a user's access to your company's Nimbi network, access My To-Dos
Then Requests for Access;
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.
MY TO-DOS
Access your company's Nimbi network: Go to My To-Dos > Requests for access;
Check the checkbox next to the desired user and, in the Actions on list option, Approve or Refuse access for this user.
Important:
This action can also be performed by accessing My Historic > Requests Access;
OPERATION
On My Register
Click on Edit Register button > Operation tab.
In the Category panel, click Add;
Select the category(ies) you want to include via the search field.
Click on the Add button to complete the operation.
Click on Save Register to save the changes made.
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.
DOCUMENTS
To add the documents, access the Portal with your login and password, and follow the step by step below:
Access the application My Customers
Search for the company that wants to update the registration
Click to open the required Documentation
Click on the "clips" (attach button);
Select the required file and click on Attach
Remembering that the formats allowed are: Png, Jpeg, Gif, Word or Excel with up to 15MB.
Important:
This option is not displayed if the company that invited you does not request the inclusion of this information.
INVITATIONS
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.
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;
Click on Edit Register;
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.
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