Case study:

The company has several commercial employees who need to digitize a series of expenses generated throughout the week. With this feature, each employee can easily scan invoices or supporting documents and integrate this information into nBanks for the finance department to consult.

‍

Step 1:

Select the Company in which you want to create the personalized account;

Step 2:

Select the Financial Management functionality;

Step 3:

Select the "Add account" option and then click on "Custom account";

Step 4:

Fill in the account fields shown to customize the account according to how you want to use it;

Step 5:

Click on "Create" to generate your personalized account;

Step 6:

Now all you have to do is invite the users you want to have access to this account. If you have already created the users, simply assign the access permissions by selecting the users you want and clicking Save.

Step 7:

To invite new users to access this personalized account, let's now select the users feature;

Step 8:

Click on Invite Users;

Step 9:

Enter the Name and Email of the user you want to invite;

Step 10:

Configure this user's Access Permissions for each of the nBanks features, and you can customize their access to each feature;

Step 11:

Confirm your consent when assigning permissions to the user;

Step 12:

Click on "Send Invitation" to send the email inviting the user to access nBanks.