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How do I create a new User?

In this article we will describe how to create a new user and edit current users.

 

User creation is quick and straightforward.

Navigate to User Setup

New User 2

  1. Log in to the site.

  2. Go to the Setup tab.

  3. Hover over it and select User Setup.

Note: Only users with the appropriate security profile can create new users.

Click Create New User.

New User 3-1

You’ll be taken to a slightly different screen where you’ll enter the new user information.

Enter Basic User Information

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New User 4

 

Fill out the following fields:

  1. Login
    Typically this is the user’s email prefix (everything before the @).
    Example: jsmith@client.com → JSmith

  2. Email Address
    Example: jsmith@client.com

  3. First Name
    Example: John

  4. Last Name
    Example: Smith

  5. Security Profile(s)
    Assign the appropriate security profile(s).
    ⚠️ At least one security profile must be selected.

    Note: The above 5 items are required for all Nimbello users, below we'll go over some optional fields.
  6. OCR Access

    If the user needs access to the OCR module:

    • Assign the OCR security profile.

    • Email support@nimbello.com so the backend OCR connection can be completed.

  7. SSO Identity (If Applicable)
    If your company uses Single Sign-On (SSO), you must enter the correct value in the SSO Identity field. This value varies by organization depending on your SSO setup, but often is entered as the user's email address.
  8. Vacation Setting

    The Vacation checkbox marks a user as temporarily unavailable.

    ➡️They will be skipped in approval routing.

    ➡️If they are the final approver, the invoice will route to an AP Admin for review.

  9. Approval Group Limits
    If the user will be in a Limited Approval Group, you must set a Max Limit.

    • This is the highest dollar amount the user can approve across all of their approval groups.

    • Set the Max Limit to match the largest group limit they belong to.

    Example:
    John is in three groups:

    • $10

    • $100

    • $5,000

    John’s Max Limit should be set to $5,000.

Final Step

Click Save to create the user.

You can update security profiles and user details later if changes are needed.