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Login to your Nimbus account as an admin user
Select Admin from the menu panel
Select Manage Employees
Click the New Employee icon in the top right toolbar
Enter a Login Code, Salutation, First Name, Surname and Email:
The login code and names can be any values that will help you recognise this is an API user.
The email address must be valid to receive the Welcome email which will allow you to setup a password.
On the Access tab, tick API User:
Once ticked, the other menu items will be deselected and greyed out.
In the Doc. Mgt. tab you may add workflow status' that you want to be available when profiling the document in the third party integration. Alternatively, you can add the API User to any Teams that you have setup with workflow status'.
Click Update. The API User will be added to the Employees grid. A Welcome email will be sent to the nominated email address
Note: If your Nimbus is account is using an SSO to log in (Microsoft, Practice Protect or Xero) then the Welcome email will not be sent automatically. Follow these instructions to use the Forgot Password process for the API User.Click the Account Login link in the Welcome email. The First Password screen will be opened in the browser
Enter a Password or Passkey and if required, a 2FA Pin. Click Login.
The Nimbus account home page will be displayed. You now have your API User credentials ready to use with the third party integration.
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