My Account

Get an Overview of your Account, know how to configure settings and setup user privileges.

Get an Overview of your Account, know how to configure settings and setup user privileges.

Steps
  • Navigate to ‘Admin/User’ in the left side menu, select Admin/user tab.
  • Click on Add New, Input the user information in user details tab.
  • Give corporation access in Assign Corporation tab. Click Save & Close.
  • Once user created successfully, navigate to user privileges tab and assign privileges.

Was this helpful.
Steps
  • Navigate to ‘Admin/User’ in the left side menu, select User Privileges tab.
  • Now, select the user login id and check access privileges as Full/Partial/None.
  • Assign privileges based on your choice, by expanding Core Nimble Accounting.
  • Select the privilege from dropdown and click on Apply.

Was this helpful.
Steps
  • Navigate to ‘Admin/User’ in the left side menu, select Corporation Setup tab.
  • Click on Add New. Input the Corporation details, Contact details, financial settings, Chart of Accounts & Attachments.
Note:
a) To create a corporation, user must cross check corporation count in their subscription.
b) User has to select either from default or import custom of Chart of Accounts.

Was this helpful.
Steps
  • Navigate to ‘Admin/User’ in the left side menu.
  • Click on ‘Role' tab, and hit Add New button.
  • Input Role Name and add Description.
  • Click on ‘Save & Next
Assign role privileges by selecting ‘Access Privileges

Was this helpful.
Steps
Nimble’s efficient support team will help you through the initial setup of your account and take you through a step by procedure.
Here’s what you need to get started with Nimble:
  • Corporation Name
  • Logo
  • Chart of Accounts
Was this helpful.
Yes it is, both master and the sub user who are enrolled in the subscription can access their accounts simultaneously from anywhere at any time.

Was this helpful.