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Account & Billing
Manage users, projects, subscriptions, billing details, and account settings.
Subscription & Billing
Understanding Nimbata's pricing: Additional charges
If you're reviewing your invoice and have questions about additional charges, you're in the right place! Here's a breakdown of what may appear on your bill beyond your base subscription, organized by feature and usage. The charges included in this article are for the United States. For other countries, visit our pricing page and select your country: https://www.nimbata.com/pricing Local Number Usage Local numbers are charged based on your plan
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How to subscribe to a plan
A help article on how to subscribe to a payment plan in Nimbata
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How to upgrade, downgrade or update your subscription plan
A help article about how to upgrade or downgrade your payment plan in Nimbata
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How to cancel your subscription
A help article about how to cancel your subscription with Nimbata
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How can I change my billing details?
If you need to update your company information, Tax ID, billing address, or payment method, you can do it directly from your Nimbata account in just a few clicks. Follow the steps below to update your billing details so they’re reflected on your future invoices and charges. To update your details: Step 1. Go to Account Settings Plans & Billing. (https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/accou
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How to view and download your invoices
A help article about how to view and download your Nimbata invoices
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Projects & Organization
How to create a new project, add multiple ones or duplicate projects
A help article on how to add a new project in your Nimbata account
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How to edit an existing project
A help article on how to edit an already existing project in Nimbata
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How to export a project
How to export a project in Nimbata
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How to delete projects
A help article on how to delete a project in Nimbata
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If I want to pause a project, should I downgrade?
Should I downgrade when I pause a project? Sometimes, you might want to pause a project, but not delete it completely, because you or the client might want to pick it up again. Still, you don't want to keep paying as much as you do now. In that case, it would be better to delete the tracking numbers you acquired. That way, you won't have to pay for them anymore, and replacing them in the future will be easy and quick.
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Users & Permissions
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
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What are Project Roles? How do I create/edit them?
Nimbata's Project Roles Project roles define the permissions users have within one or multiple Nimbata projects. They help you control the extent of a user's project access as well as the number of projects they get access to. Access is granted on a project level, so the same user can have full access to one project, and limited or no access to another. By assigning project roles, you can: Manage access and permissions across your projects. Protect sensitive data and settings
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How to add new users
A help article about adding new users in your Nimbata account
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How to delete users
A help article on how to delete users from your Nimbata account
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How to edit existing user accounts to update their general and security information
A help article about how to edit existing users in your Nimbata account
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Agency & Partner Features
How many clients can I have under my Nimbata account?
Nimbata Projects vs Seats Nimbata's four plans come with a different number of seats and projects each. Seats refers to the number of users you can have under your account, while projects per account is more self-explanatory. We will therefore refer to 'Seats' as users in this guide for the purpose of simplicity. Projects and users for entry plans Entry users get access to 1 project with 1 user under it. Projects and users for Pro plans Pro users get
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How do I add one or more child accounts to a manager account?
Manager and Child Accounts Accounts in Nimbata are divided into Manager and Child accounts. When you want to create multiple child accounts, you must always sign into your Master account to create the child account from there. If you sign up for a trial account instead, this will create a separate account that can't sit under your Master account, so this distinction is important to make. How to add a Child Account to your Master Account Step 1. Sign into your Master ac
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Can I transfer an account to a client?
How to transfer account ownership to a client.
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How can I become a Nimbata agency partner?
An article about the Niimbata Agency Partner program, its benefits and what an agency needs to become a partner
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How can I join the Affiliate Partner Program?
Nimbata Affiliate Partner Program The Nimbata Affiliate Partner Program is designed for marketers, creators, and educators who want to recommend Nimbata and earn recurring commission on referred customers. Partners earn a 15% lifetime commission for each customer they refer, with no maximum capping and a 60-day cookie life. Who is the Affiliate Partner Program for? Nimbata’s affiliate program is a great match for: Content writers covering PPC, SEO, lead generati
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How to White Label your Nimbata account [Setup guide]
How to setup your Nimbata Call Tracking White Label Account
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System & API
How do I enable dark mode?
A help article about how to enable dark mode in Nimbata
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Where can I find the Customer ID to use my API?
CustomerID in Nimbata and how to find it
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