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Articles on:
Account & Billing
Manage users, projects, subscriptions, billing details, and account settings.
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.
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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 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.
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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?
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 Gu
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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, Core
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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.
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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 a user account's 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 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.
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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 Ac
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How to transfer an account to a client
How to transfer account ownership to a client.
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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 partner
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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 instruc
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How to white label your Nimbata account
How to setup your Nimbata Call Tracking White Label Account
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System & API
How to enable dark mode
A help article about how to enable dark mode in Nimbata
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How to find your customer ID for the API
CustomerID in Nimbata and how to find it
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