Brand Settings
Add New Project
Add new brands when managing multiple clients under your account There are 2 ways to add a new brand to your Account. First Way - Directly from Brand Menu Step 1: Select the "Create brand" option from the brands' drop-down menu. Step 2: Click on the "+" button, located at the bottom of the pane. Step 3: Ιnput the name of your brand and click on "Create Brand". Second Way - FFew readersEdit Existing Project
To edit one of your existing projects follow the steps below: Step 1: Click on your user avatar and then on " Projects ". Step 2: Click on the name of the project you wish to edit. Step 3: In a new screen you will be able to change the project name, adjust the timezone of the reports, and see which integrations and add-ons are enabled. Your changes areFew readersDelete Projects
To delete one of your existing projects follow the steps below: Step 1: Click on your user avatar and then on " Projects ". Step 2: Click on the project you wish to delete. Step 3: In a new screen you will be able to delete your project simply by clicking on the "Remove" button. (https://storage.crisp.chat/users/helpdesk/website/2f459a49cf382400/iFew readers
User Settings
Add New Users
Add New Users to your Nimbata account, under one or multiple brands and give specific permissions. To invite new teammates to join your account, click your avatar at the top right-hand side of the screen and select Account Settings. Step 1: From the "Account Settings" menu, click on the "Users" tab. (https://storage.crisp.chat/users/helpdesk/website/2f459a49cf382400Few readersEdit Existing Users
To edit one of your existing users follow the steps below: Step 1: Click on your user avatar and then go to Account Settings Users. Step 2: Click on the pencil icon for the user you wish to edit. Step 3: Customize the settings as needed for the user you've just selected. Under the "General" section you can add/edit usFew readersDelete Users
Delete User To delete a user, click on your avatar at the top right-hand side of the screen and select Account Settings. Step 1: From the "Account Settings" menu, click on the "Users" tab. Step 2: Click on the pencil icon for the user you wish to delete. (https://storage.crisp.chat/users/helpdesk/website/2f459a49cf382400/screenshot-2024-01-03-atFew readers
Account Settings
How to subscribe to a plan
Subscribe to a plan If you'd like to subscribe to a plan you should follow these steps: Step 1: Click on your user avatar and then go to Account Settings Plans & Billing. Step 2: Review the plans and select the one that best fits your business needs.Few readersHow to upgrade or downgrade from a plan
Easily Upgrade or Downgrade from a plan Step 1: Click on your user avatar and then go to Account Settings Plans & Billing. Step 2: Choose the plan you wish to switch to by clicking the "Upgrade/Downgrade" button based on your case. Step 3: Confirm your decision by clicking "Yes" in the pop-up box, only if you are certain about proceedFew readersHow to view & download your invoices
View & download your invoices Whenever a successful payment is made, Nimbata will send you the invoice via email. To locate all your invoices, navigate to Account Settings Plans & Billing and check the Billing History section where all your issued invoices are stored. View Invoices To view a specific invoice simply click on the blue "View" button on the specific invoice you wish to review. Download Invoices ToFew readersHow to cancel your subscription
Cancel your Subscription Step 1: Click on your user avatar and then go to Account Settings Plans & Billing. Step 2: Click on "Manage Subscription" Step 3: Click on "I'm sure I want to cancel"Few readers