How to add new users
How to add new users
Add teammates to your Nimbata account and control exactly which projects and features each person can access.
Step 1. Open account settings
- Click your user avatar in the top-right corner.
- Select Account Settings.
Step 2. Go to the Users tab
- In the Account Settings menu, click the Users tab.
Step 3. Open the invite form
- Click the + Add button in the upper-right corner of the screen.
Step 4. 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 name.
- Optionally, enter their phone number with country prefix.
Under Options (Optional):
- Check Add the user's number to call tracking destinations.
- Check BCC yourself in the invitation email.
Under User Roles:
- Click on + Add Role to select the project or projects the user can access.
- Admin, Power, and Regular users can be granted access to one or more projects under your account.
- Then, click on + Manage Roles to grant their role(s) for specific projects.
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 |
Regular | 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 |
Step 5. Save the new user
- Click Send invitation at the bottom-right of the form.
- This will invite your user to join the account.
🎉 The user has been created. They will receive an invitation email with their login credentials.
Detailed Guide: Organization roles: what they are and how to create or edit them
Detailed Guide: Project roles: what they are and how to create or edit them
Detailed Guide: How to delete users
Updated on: 08/04/2026
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