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 AccountUsers: click your user avatar in the top-right corner and select Users.

  2. Open the invite form

    Click Invite user in the upper-right corner of the screen.

    Users

    Search
    EmailNameRoleProjects
    sam@harborpine.exampleSam RiveraOwner2
    jordan@harborpine.exampleJordan LeeAdmin2
    casey@harborpine.exampleNo name setViewer1
    Users lists everyone on the account: click Invite user (1) to add someone.

  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 (1) to grant an organization role.
    • Under Projects, click Manage Roles (2) 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 and 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.
    Invite user
    Invite a new team member to your organization
    User DetailsBasic information for the new user
    Email Address
    jordan@harborpine.example
    Full Name
    Jordan Lee
    Phone Number
    Phone (Optional)
    OptionsAdditional settings for this user
    Add phone number as call tracking destinationsThe user’s phone number will be added as a forwarding destination
    User Roles

    Assign roles to define what this user can access and do

    OrganizationAccess across the entire organization
    Admin
    ProjectsRoles scoped to individual projects
    No project roles assigned
    The Invite user page. Fill in User Details and Options, grant roles with Add Role (1) and Manage Roles (2), then click Send Invitation (3).

🎉 The user has been created. They will receive an invitation email with their login credentials.

Detailed guide: Organization roles
Detailed guide: Project roles
Detailed guide: Remove a user

Edit a user

You can edit a user account’s general and security information.

  1. Open Users

    • Click your user avatar in the top-right corner.
    • Select Users, which opens AccountUsers.

  2. Open the user

    • Click the email of the user you want to edit.

  3. Make your changes

    In the General section you can update the user’s Name and Phone (the Email cannot be changed). In the Roles section you set their access rights and project access: the organization roles under Organization, and the roles in each project under Projects. Changes save as you make them.

    Edit User

    General

    Your personal information

    Email
    jordan@harborpine.example
    Name
    Jordan Lee
    Phone
    (415) 555-0125
    Roles

    Manage your roles within the organization and projects

    OrganizationAccess across the entire organization
    Admin
    ProjectsRoles scoped to individual projects
    Harbor & Pine Plumbing
    Project Admin
    Harbor & Pine Drain Cleaning
    Analytics Only
    A user's page: General holds their details, Roles their organization roles and their roles in each project.

    In the Security section you can turn off the user’s authenticator app (two-factor authentication), turn on or off the email verification code they confirm password sign-ins with, resend their invitation while it is pending, or remove the user from the account. A user changes their own password from their own profile.

    Security

    Manage your account security

    Authenticator app
    Not configured for this user.
    Email verification code
    Turn on to confirm password sign-ins with a code sent to this email.
    Invitation pending
    This user hasn’t accepted their invitation yet.
    Remove User
    The Security section of another user's page.

🎉 The user’s settings have been updated successfully.

Detailed guide: Add users
Detailed guide: Remove a user

Remove a user

Warning

Before proceeding, make sure you are logged in with an admin account.

  1. Open Users

    • Click your user avatar in the top-right corner.
    • Select Users, which opens AccountUsers.

  2. Open the user

    • Click the email of the user you want to delete.

  3. Click Remove

    • Scroll to the Security section.
    • Click Remove next to Remove User.
    Remove User
    At the bottom of the Security section, click Remove (1).

  4. Confirm deletion

    • Click Remove again in the confirmation pop-up.
    Click Remove (1) to remove the user for good.

🎉 The user has been permanently removed from your account.

Detailed guide: Add users
Detailed guide: 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 AccountRoles.
    • On the Organization Roles tab, click Add Role.

    Account Roles

    Organization RolesProject Roles
    RoleDescriptionPermissions
    AdminFull access to every setting42
    Billing ManagerPlans, invoices and payment methods3
    Account Roles: on the Organization Roles tab, click Add Role (1).

  2. Name and create the role

    • Fill in the Role Name and Description fields.
    • Click Create.
    Name and describe the role, then click Create (1).

🎉 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 AccountRoles.
    • Click the role you want to edit.

  2. Toggle permissions

    • Pick a category on the left, such as Account.
    • Toggle each permission on or off as needed. Open a permission to tick its Read, Create, Update and Delete actions one by one.
    • Changes save automatically.

    Gray = no permissions. Blue = some permissions. Green = all permissions.

    Account Manager
    Manages users and billing
    • Account
    • Project
    • Tracking
    • Workflows
    • Data Tools
    • Integrations
    • Activity & Dashboards
    API Access
    Billing1
    Manager Accounts
    Organization
    Roles
    Users
    White Label
    A role's permissions, category by category: toggle a permission (1), or apply a preset to the whole role (2).

Tip

To set all permissions at once, click Apply Preset at the top of the role and choose Full Access, Read Only, Manager, Analyst or No Permissions. A preset replaces the current selection.

Detailed guide: Project roles
Detailed guide: 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 AccountRoles.
    • Click the Project Roles tab.
    • Click Add Role (1).
    Organization RolesProject Roles
    RoleDescriptionPermissions
    Project AdminFull access to the project38
    Analytics OnlyReports and dashboards only6
    On the Project Roles tab, click Add Role (1).

  2. Name and create the role

    • In the Create project role pop-up, fill in the Role Name and Description fields.
    • Click Create.
    Name and describe the project role, then click Create (1).

🎉 Your new project role appears in the list. Open it to configure its permissions.

Detailed guide: Organization roles
Detailed guide: Add users