Faq - User management

To register users, you must be an Administrator of the company account;

Access the Settings > Nimbi Network > Users;

Open

Click on the Users tab > Add > One user;

Open

Fill in the mandatory information and click Add.

The new user will receive a message via registered email requesting the creation of an access password.

To register multiple users, go to Settings > Nimbi Network > Users;

Click on the users tab > Add button > Multiple Users option;

Download the template to fill in > Set the permissions and in the “MAKE THE TEMPLATE UPLOAD COMPLETED” panel, click on “clips” or drag the completed spreadsheet to the corresponding field and click on the “Attach” button and then “Confirm”.

New users will receive a message to their registered email so they can create an access password.

To unify logins/users, access the Settings > Nimbi Network > Users option;

Select the Add > One user option;

In the Identification panel, fill in the data of the user you want to create on the Nimbi Network, paying attention to correctly fill in the Numeric Mask option and correctly select the Time Zone field.

In the Access Credentials panel, in the Default Application field, fill in the initial area that the user will have access to. When clicking Add, the system will display a message informing that the user is already registered on the Nimbi Network.

After reading the message, click Send to have a notification sent to the user.

After accepting unified access, the user will be able to browse among the Tax Number's by clicking on their name in the upper right corner of the screen and choosing the desired Tax Number.

Here are the steps to delegate/transfer the Administrator role:

Remembering that to carry out this action you must be the Account Administrator, and by granting this permission, in addition to you, the user will also be able to respond to negotiations and edit the company's registration.

Access the Settings > Nimbi Network > Permissions;

Find the user in the list that you also want to include as an administrator and activate the button available in the Account Administrator column, turning it green.

To reset/change a user's password, you must be the Administrator of the company account;

Access the Settings > Nimbi Network > Users;

Click on the desired username.

Scroll down to "Access Credentials" panel > "Reset Password" button.

Choose a secure but easy-to-remember password with at least 6 characters, no spaces, and containing at least 3 of the following criteria:

• a capital letter;

• a lowercase letter;

• a number

• a special symbol/character: { ? [ ] , . < > ; : " @ / # $ % & () + - = }

Enter your new password in the requested fields and click Redefine;