Account Settings

• How to subscribe to a plan

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

• 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/accouFew readers

• 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 theirFew 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 view and download your invoices

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

• How to cancel your subscription

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

• How to White Label your Nimbata account [+ setup]

  How to setup your Nimbata Call Tracking White Label AccountFew readers

Project Settings

• How to export a project

  How to export a project in NimbataFew readers

• 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 settingsFew readers

• 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 NimbataFew readers

• How to delete projects

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

User Settings

• How to add new users

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

• 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 accountFew readers

• How to delete users

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