What are Organization Roles? How do I create and/or edit them?
Nimbata's Organization Roles
Organizational roles define what users can see and do inside a Nimbata organization. They help you control access to settings, data, and features, ensuring each team member has the right level of visibility and responsibility.
By assigning roles, you can:
- Manage access and permissions across your organization
- Protect sensitive data and settings by limiting who can make changes
- Collaborate more effectively by giving users access based on their responsibilities
List of organization features and settings inside Nimbata
When creating an organization role, Nimbata offers access to the following features and settings to select from.
Account
- API Access
- Billing
- Manager Accounts
- Organization
- Roles
- Users
- White Label
Project
- Audit Log
- Core
- Email Preferences
- Identities
- Media Library
- Roles
- Users
Tracking
- Call Flows
- Destinations
- Forms
- Tracking Code
- Tracking Numbers
Workflows
- Workflows
Data Tools
- Custom Properties
- Sources
- Spam Callers
- Tags
Integrations
- Cometly
- Criteo
- Google Ads
- Google Analytics
- Google Sheets
- HubSpot
- Microsoft Ads
- Microsoft Dynamics
- Pipedrive
- Salesforce
- Slack
- Webhook
- Zapier
- Zoho
Activity & Analytics
- Analytics Charts
- Analytics Dashboard
- Analytics Summary
- Calls
- Forms
- Live
- SMS Log
Additionally, each item from the list above can have its permissions further configured. You can make your selection from 'Read', 'Create', 'Update', and 'Delete'.
How do I create an Organization Role?
Step 1. Go to Account > Roles and click on the '+ Add Role' button.
Step 2. Fill out the 'Role Name' and 'Description' fields and click on 'Create'.
Step 3. Your Organization Role has been created and sits under the list of roles. You can view its total permissions, edit its name, or go into it and edit the permissions granted.
How do I edit an Organization Role?
Step 1. Click on the Organization Role you wish to edit under Account > Roles.
Step 2. Toggle the permission(s) you wish to change on or off. Nimbata will save all changes automatically!
Gray = no permissions, Blue = some permissions, Green = all permissions.
Step 2.5. Note: If you wish to provide full permission access or revoke all access quickly, go inside the Organization Role in question and click on the 'Presets' button above the list. You'll be given the option to provide 'All Permissions' or 'No Permissions'.
And you're done!
Updated on: 14/01/2026
Thank you!