Project roles: what they are and how to create or edit them
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
Nimbata includes five pre-built roles so you don't need to build from scratch for most cases.
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 |
Email Preferences | 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 |
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|
|
Custom Properties | 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 |
Full access | No access | Full access | Full access | No access | |
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 & Analytics |
|
|
|
|
|
Analytics Charts | Full access | Full access | Full access | Full access | Full access |
Analytics Dashboard | Full access | Full access | Full access | Full access | Full access |
Analytics Summary | Full access | Full access | Full access | Full access | Full access |
Calls | 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 |
How to create a project role
Step 1. Open Project Roles
- Go to Account > Roles.
- Click the Project Roles tab.
- Click + Add Role.
Step 2. Name and create the role
- Fill in the Project Role Name and Description fields.
- Click Create.
🎉 Your new project role appears in the list. Open it to configure its permissions.
Detailed Guide: Organization roles: what they are and how to create or edit them
Detailed Guide: How to add new users
Updated on: 15/04/2026
Thank you!