# Users and roles Add teammates to your Nimbata account and control exactly which projects and features each person can access. Organization roles control access across the account; project roles control it one project at a time. ## Add users > **Warning:** Before proceeding, make sure you are logged in with an admin account. 1. **Go to Users** - Go to [Account > Users](https://app.nimbata.com/account/users). 2. **Open the invite form** - Click **Invite user** in the upper-right corner of the screen. 3. **Fill in the user details and set permissions** **Under User Details:** - Enter the user's **Email Address**. This will be their username. They will receive their password in their inbox. - Enter their **Full Name**. - Optionally, enter their **Phone Number** with country prefix. **Under Options (Optional):** - Check **Add phone number as call tracking destinations** to add the user's phone number as a forwarding destination. **Under User Roles:** - Under **Organization** (access across the entire organization), click **+ Add Role** to grant an organization role. - Under **Projects**, click **+ Manage Roles** to grant the user a role in one or more projects. - The roles you can grant are your account's organization roles and project roles: see [Organization roles](https://help.nimbata.com/account/users-and-roles#organization-roles) and [Project roles](https://help.nimbata.com/account/users-and-roles#project-roles). **List of roles:** | Role | Access | | ---------------------------- | ----------------------------------------------------------------------------------------------- | | **Admin** | Full administrative access; can add tracking numbers, set up call flows, manage users, and more | | **Power** | Can create and view users, but does not have full admin privileges | | **User** | Access to Analytics, Integrations, and Tagging | | **Analytics & Integrations** | Access to Analytics and Integrations only | | **Analytics & Tagging Only** | Access to Analytics and Tagging only | | **Analytics Only** | Access to Analytics only | > **Tip:** Hover over the ? icon next to each role for a detailed breakdown of its permissions. 4. **Save the new user** - Click **Send Invitation** at the bottom-right of the form. - This will invite your user to join the account. ![The invite form under Account > Users > Add, with the user's details, the Options checkboxes, Organization and Projects roles under User Roles, and Send Invitation marked.](https://help.nimbata.com/_astro/01-screenshot-2026-04-08-140509_1e80lz5.D7wHdTb6_1O9OBH.webp) 🎉 The user has been created. They will receive an invitation email with their login credentials. Detailed guide: [Organization roles](https://help.nimbata.com/account/users-and-roles#organization-roles)\ Detailed guide: [Project roles](https://help.nimbata.com/account/users-and-roles#project-roles)\ Detailed guide: [Remove a user](https://help.nimbata.com/account/users-and-roles#remove-a-user) ## Edit a user You can edit a user account's general and security information. 1. **Open Account Settings** - Click your **user avatar** in the top-right corner. - Select [Account Settings](https://app.nimbata.com/account/users). 2. **Go to the Users tab** - Click the **Users** tab. 3. **Open the user** - Click the name of the user you want to edit. 4. **Make your changes** In the **General** section you can update the user's information, access rights, and project access. ![The General section of a user, with Email, Name, Phone, the Role options and Project Access.](https://help.nimbata.com/_astro/01-image_196mk6p.CupAFJaw_1eB6EO.webp) In the **Security** section you can enable or disable two-factor authentication, reset the user's password, or remove the user from the account. ![The Security section of a user, with Password and Reset, the Two Factor Verification switch, Remove User and Re-send Invitation Email.](https://help.nimbata.com/_astro/02-image_19lcdo5.B7pjKW2R_DqAjw.webp) 🎉 The user's settings have been updated successfully. Detailed guide: [Add users](https://help.nimbata.com/account/users-and-roles#add-users)\ Detailed guide: [Remove a user](https://help.nimbata.com/account/users-and-roles#remove-a-user) ## Remove a user > **Warning:** Before proceeding, make sure you are logged in with an admin account. 1. **Open Account Settings** - Click your **user avatar** in the top-right corner. - Select [Account Settings](https://app.nimbata.com/account/profile). 2. **Go to the Users tab** - Click the **Users** tab in the Account Settings menu. 3. **Open the user** - Click the name of the user you want to delete. 4. **Click Remove** - Scroll to the **Security** section. - Click the **Remove** button. ![A user's Edit page with the General and Security sections, and Remove marked next to Remove User.](https://help.nimbata.com/_astro/01-image_rs3k7a.CQYAlF2J_1qRpL0.webp) 5. **Confirm deletion** - Click **Remove** again in the confirmation pop-up. 🎉 The user has been permanently removed from your account. Detailed guide: [Add users](https://help.nimbata.com/account/users-and-roles#add-users)\ Detailed guide: [Edit a user](https://help.nimbata.com/account/users-and-roles#edit-a-user) ## Organization roles Organization roles define what users can see and do inside a Nimbata account. They control access to settings, data, and features, so each team member has the right level of visibility and responsibility. ### What an organization role can include When creating an organization role, you can grant or restrict access to any of the following features and settings. **Account:** API Access, Billing, Manager Accounts, Organization, Roles, Users, White Label\ **Project:** Audit Log, Core, Scheduled Emails, Identities, Media Library, Roles, Users\ **Tracking:** Call Flows, Destinations, Forms, Tracking Code, Tracking Numbers\ **Workflows:** Workflows\ **Data Tools:** Fields, Sources, Spam Callers, Tags\ **Integrations:** Cometly, Criteo, Email, Facebook, Google Ads, Google Analytics, Google Sheets, HubSpot, Microsoft Ads, Microsoft Dynamics, Pipedrive, Salesforce, Slack, Webhook, Zapier, Zoho\ **Activity & Dashboards:** Dashboards Views, Calls, Recordings & Transcriptions, Forms, Live, SMS Log Each item can be configured with **Read**, **Create**, **Update**, and **Delete** permissions independently. ### Create an organization role 1. **Open Roles** - Go to [Account > Roles](https://app.nimbata.com/account/roles). - Click **+ Add Role**. ![The Organization Roles tab under Account > Roles, with + Add Role marked.](https://help.nimbata.com/_astro/01-image_wfnx8i.B1f4Yu0K_2pFzuK.webp) 2. **Name and create the role** - Fill in the **Role Name** and **Description** fields. - Click **Create**. ![The Create organization role pop-up with Role Name and Description filled in, and Create marked.](https://help.nimbata.com/_astro/02-image_91gn66.BNHd7bz1_Z13vn58.webp) 🎉 The role appears in your roles list. You can now open it to configure its permissions. ### Edit an organization role 1. **Open the role** - Go to [Account > Roles](https://app.nimbata.com/account/roles). - Click the role you want to edit. 2. **Toggle permissions** - Toggle each permission on or off as needed. - Changes save automatically. Gray = no permissions. Blue = some permissions. Green = all permissions. ![An organization role's Account permissions (API Access, Billing, Manager Accounts, Organization, Roles, Users, White Label) with every switch on, and the Presets button above them.](https://help.nimbata.com/_astro/03-image_1k8mg19.DIjZWJKj_Z2dMjRF.webp) > **Tip:** To grant or revoke all permissions at once, click the Presets button at the top of the role and choose All Permissions or No Permissions. Detailed guide: [Project roles](https://help.nimbata.com/account/users-and-roles#project-roles)\ Detailed guide: [Add users](https://help.nimbata.com/account/users-and-roles#add-users) ## Project roles Project roles define the permissions a user has within one or more Nimbata projects. The same user can have full access to one project and limited or no access to another. Access is controlled at the project level. ### Pre-built project roles New accounts start with two pre-built roles, **Project Admin** and **Analytics Only**, so you don't need to build from scratch for most cases. Older accounts may also have the **Power User**, **Analytics & Integrations** and **Analytics & Tagging Only** roles in the table below. | Permissions | Project Admin | Analytics Only | Power User | Analytics & Integrations | Analytics & Tagging Only | | --------------------------- | -------------- | -------------- | -------------- | ------------------------ | ------------------------ | | **Project** | | | | | | | Audit Log | Full access | No access | No access | No access | No access | | Core | Full access | Limited access | Limited access | Limited access | Limited access | | Scheduled Emails | Limited access | No access | Limited access | Limited access | Limited access | | Identities | Limited access | No access | Limited access | Limited access | No access | | Media Library | Limited access | No access | Limited access | Limited access | No access | | Roles | Full access | No access | Limited access | No access | No access | | Users | Full access | No access | Limited access | No access | No access | | **Tracking** | | | | | | | Call Flows | Full access | No access | Limited access | Limited access | No access | | Destinations | Full access | No access | Limited access | Limited access | No access | | Forms | Full access | No access | Limited access | Limited access | No access | | Tracking Code | Full access | No access | Limited access | Limited access | No access | | Tracking Numbers | Full access | No access | Limited access | Limited access | Limited access | | **Workflows** | | | | | | | Workflows | Full access | No access | Limited access | Limited access | No access | | **Data Tools** | | | | | | | Fields | Full access | No access | Limited access | Limited access | Limited access | | Sources | Full access | No access | Full access | Limited access | No access | | Spam Callers | Full access | No access | Full access | Limited access | Full access | | Tags | Full access | No access | Full access | Limited access | Limited access | | **Integrations** | | | | | | | Cometly | Full access | No access | Full access | Full access | No access | | Criteo | Full access | No access | Full access | Full access | No access | | Email | Full access | No access | Full access | Full access | No access | | Facebook | Full access | No access | Full access | Full access | No access | | Google Ads | Full access | No access | Full access | Full access | No access | | Google Analytics | Full access | No access | Full access | Full access | No access | | Google Sheets | Full access | No access | Full access | Full access | No access | | HubSpot | Full access | No access | Full access | Full access | No access | | Microsoft Ads | Full access | No access | Full access | Full access | No access | | Microsoft Dynamics | Full access | No access | Full access | Full access | No access | | Pipedrive | Full access | No access | Full access | Full access | No access | | Salesforce | Full access | No access | Full access | Full access | No access | | Slack | Full access | No access | Full access | Full access | No access | | Webhook | Full access | No access | Full access | Full access | No access | | Zapier | Full access | No access | Full access | Full access | No access | | Zoho | Full access | No access | Full access | Full access | No access | | **Activity & Dashboards** | | | | | | | Dashboards Views | Full access | Full access | Full access | Full access | Full access | | Calls | Full access | Full access | Full access | Full access | Full access | | Recordings & Transcriptions | Full access | Full access | Full access | Full access | Full access | | Forms | Full access | Full access | Full access | Full access | Full access | | Live | Full access | Full access | Full access | Full access | Full access | | SMS Log | Full access | Full access | Full access | Full access | Full access | ### Create a project role 1. **Open Project Roles** - Go to [Account > Roles](https://app.nimbata.com/account/roles). - Click the **Project Roles** tab. - Click **+ Add Role**. 2. **Name and create the role** - In the **Create project role** pop-up, fill in the **Role Name** and **Description** fields. - Click **Create**. ![The Create project role pop-up over the Project Roles tab, with Role Name and Description filled in, and Create marked.](https://help.nimbata.com/_astro/01-image_1nalfyc.CaiZivGw_ZCxETJ.webp) 🎉 Your new project role appears in the list. Open it to configure its permissions. Detailed guide: [Organization roles](https://help.nimbata.com/account/users-and-roles#organization-roles)\ Detailed guide: [Add users](https://help.nimbata.com/account/users-and-roles#add-users)