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 permissions can an organization role 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, 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, Email, Facebook, 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

Each item can be configured with Read, Create, Update, and Delete permissions independently.

How to create an organization role

Step 1. Open Roles

• Go to Account > Roles.
• Click + Add Role.

Step 2. Name and create the role

• Fill in the Role Name and Description fields.
• Click Create.

🎉 The role appears in your roles list. You can now open it to configure its permissions.

How to edit an organization role

Step 1. Open the role

• Go to Account > Roles.
• Click the role you want to edit.

Step 2. Toggle permissions

• Toggle each permission on or off as needed.
• Changes save automatically.

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

Detailed Guide: Project roles: what they are and how to create or edit them

Detailed Guide: How to add new users

Updated on: 15/04/2026