The module that automates your approval process and allows you to create a private network with organizations important to your business.
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Attention: It is only possible to update the registration if the status of your registration with the customer is Updating. Access your registration with the desired client in Certify > My Company > Click on the button Edit Register; In the Profile side menu, located in the left corner of the panel, browse the available options and fill in all the data requested for your company. After filling, click on the next tab to proceed. After filling in all the available tabs, check the information filled in and click on Save Register, in this way your client will have access to the information sent by your company and will be able to carry out the approval of your registration. |
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. |
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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. Important: The status will be available in Certify > Invites > Request Accesses. |
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To add the documents, access the Portal with your login and password, and follow the step by step below:
Remembering that the formats allowed are: Png, Jpeg, Gif, Word or Excel with up to 15MB. Important:
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To include your company's categories of activities, access Nimbi Network and navigate to Certify > My Customers; Select your client > 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. |
To perform this action it is necessary to have the Commercial Representative permission in Certify. To delete contacts from your company, navigate to Certify > My Customers. Select the desired customer > Edit Register, in Profile, click on the Contacts option; Click on Actions in List, select the contact you want to delete and click on Delete. 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. |
To search for suppliers from the entire Nimbi Network through the marketplace. navigate to Certify > My Suppliers. Activate the marketplace button hover over the desired company and click the Request Connection button. Select the form to be sent for the supplier to complete the register, click Next and confirm the submittal of the invitation. |
To save supplier searches, navigate to Certify > My Suppliers ; On My Connections page, perform your searches using the filters available for your search: either in the vertical menu on the left; Also in the search field, in the advanced filters or even in the category tree; After performing the search, click on the Save Search button, located at the bottom of the page in the side menu. Set a Name and Description for the search to be saved. Once this is done, click on the Save button. To resume previous searches, click on My Searches, also located on My Connections page. Accessing your saved searches, when hovering the mouse cursor over a search, the View and Delete aoptions are presented. |
To authorize a user's access to your company's Nimbi network: Go to Certify > Invites > Requests Access tab; Select the checkbox next to the desired user and, in the Actions on list option, Approve or Refuse this user's access. |
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. Navigate to Certify > My Company > Click on Edit Register. Fill in your company information, and click on Save Register |
To accept a connection request, check incoming requests, which are sent directly to your email or your company's registration notification card. In the logged area of the Nimbi Network, browse by Certify > Invites > Received Invites > select the desired invitation and click on Accept. You can filter incoming invitations by status and date received by changing the All and Last 30 days checkboxes to the desired value, respectively. |
To update your company's registration, go to My Register; Click on Edit Register; 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. 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. |
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. |
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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. Important: The status will be available in My To-Dos > Request For Accesses. |
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To add the documents, access the Portal with your login and password, and follow the step by step below:
Important:
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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. |
To delete contacts from your company, navigate to My Register; Click on Edit register and in the Profile sub-menu select the Contacts option; Click on Actions in List, select the contact you want to delete and click on Delete 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. |
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. |
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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