Subscription & Billing

• Nimbata pricing: understanding additional charges

  If you're reviewing your invoice and have questions about charges beyond your base subscription, this article explains what each charge covers. Local Number Usage Local numbers are charged based on your plan and usage.Few readers

• How to subscribe to a plan

  A help article on how to subscribe to a payment plan in NimbataSome readers

• How to upgrade, downgrade or update your subscription plan

  A help article about how to upgrade or downgrade your payment plan in NimbataSome readers

• How to cancel your subscription

  A help article about how to cancel your subscription with NimbataSome readers

• How to update your billing details

  Update your company information, Tax ID, billing address, or payment method directly from your Nimbata account. Step 1. Open Plans & Billing Go to Account Settings Plans & Billing. Step 2. Open Manage Subscription Click Manage Subscription. Step 3. Add or update your Tax ID Enter your Tax ID in the field provided.Few readers

• How to view and download your invoices

  A help article about how to view and download your Nimbata invoicesSome readers

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 accountSome readers

• How to edit an existing project

  A help article on how to edit an already existing project in NimbataSome readers

• How to export a project

  How to export a project in NimbataFew readers

• How to delete projects

  A help article on how to delete a project in NimbataSome readers

• If I want to pause a project, should I downgrade?

  If you want to pause a project without deleting it, because you or the client may want to resume it later, you do not need to downgrade your plan. The simplest approach is to delete the tracking numbers assigned to that project. You will stop being charged for them, and adding new ones when you resume is quick and straightforward. Detailed GuFew readers

Users & Permissions

• Organization roles: what they are and how to create or edit them

  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, CoreFew readers

• 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.Few readers

• How to add new users

  A help article about adding new users in your Nimbata accountSome readers

• How to delete users

  A help article on how to delete users from your Nimbata accountFew readers

• How to edit a user account's general and security information

  A help article about how to edit existing users in your Nimbata accountSome readers

Agency & Partner Features

• How projects work for agencies managing multiple clients

  In Nimbata, a project is the container for one client's tracking setup. Each project has its own tracking numbers, call flows, workflows, reports, and integrations. Everything is siloed by project, so data from one client never mixes with another. One project per client The standard agency setup is one project per client. If you manage 20 clients, you have 20 projects. Each client's tracking numbers, call data, recordings, and integrations live inside their project and are not visiFew readers

• How many clients can you have under a Nimbata account?

  The number of projects and users available to you depends on your plan. Projects correspond to client accounts or domains. Users (referred to as seats in plan documentation) are the people who can log in and access those projects.Few readers

• How to add child accounts to a manager account

  Child accounts sit under your master account and can be managed centrally. Each child account is a separate Nimbata account with its own projects, tracking numbers, and billing. Step 1. Sign into your master account Log in to your master Nimbata account. Step 2. Go to Child AcFew readers

• How to transfer an account to a client

  How to transfer account ownership to a client.Few readers

• How to become a Nimbata agency partner

  An article about the Niimbata Agency Partner program, its benefits and what an agency needs to become a partnerFew readers

• How to join the affiliate partner program

  The Nimbata Affiliate Partner Program is designed for marketers, creators, and educators who want to recommend Nimbata and earn recurring income. Affiliates earn a 15% lifetime commission on every referred customer, with no earning cap and a 60-day cookie window. Who is a good fit? The affiliate program suits content writers covering PPC, SEO, or lead generation; content creators producing videos or tutorials about Google Ads, call tracking, or GA4; paid search experts, course instrucFew readers

• How to white label your Nimbata account

  How to setup your Nimbata Call Tracking White Label AccountFew readers

System & API

• How to enable dark mode

  A help article about how to enable dark mode in NimbataFew readers

• How to find your customer ID for the API

  CustomerID in Nimbata and how to find itFew readers