Nimble’s pricing is based on the # of licenses you have allocated in your account. To add new team members to your account, you will first need to add a license.
How do I add Licenses and Users?
1. Go to Settings
2. Select the Billing tab on the left
3. Go to Manage Users and select “Add Licenses” and then use the "+" icon to select the # of licenses you wish to add to your account.
4. You will then be asked to confirm the number of licenses you are adding to your account. You will be billed at the time of adding a license to your account on a pro-rated basis.
5. Once you have added license to your account, select “Invite Users”.
Type in the email address for the team members you are inviting to Nimble and choose a group. Learn more about this here: Nimble Privacy Settings - How to Manage Groups
6. Your team members will then receive an invitation to join. When they click on the link, all they have to do is enter their name and create a password and they will join your team account.
How do I reassign a license to a new Nimble team member?
If you wish to reassign the license to a new team member, do not remove the associated license when removing a user. Otherwise, you will have to pay to add a new license.
Once you have removed the user, select "Invite Users" to occupy the empty license.
Questions about setting Permissions
Once your team members have successfully joined, you may choose who on the account can bulk edit/delete contacts, see/edit contacts, access the Nimble API, and configure pipelines, as well as individual deal privacy settings for each user
Permission includes, but are not limited to, enabling users to bulk export, bulk delete, access API, configure deal's pipeline and deal privacy.
Bulk Export - Allows users on your team to export contacts in bulk to a CSV file. Learn more here
Bulk Delete - Allows users on your team to delete contacts in bulk. Contacts deleted by a team member will be moved to the trash bin for a period of time where the admin can then delete them permanently. Learn more here
Contact Privacy - Allows users to create private and public contacts that can be managed individually, by the account admin and/or the users of an appointed group.
API access - Allows users the ability to access the API to perform imports through 3rd party apps. Disabling this feature will restrict all external integrations. Learn more here
Configure Pipelines - Allows users the ability to modify deal pipelines
Deal Privacy - Delegate privacy rights to specific team members
Other permissions include:
Manage billing, plan changes, and add-ons
Deal pipeline management
View/Edit Private Deals
Manage activities settings
Manage custom fields
Questions about adding Licenses
When am I billed?
You will be billed for the total number of seats at the start of your billing period. If you add an additional seat during your billing cycle, you will be billed a pro-rated amount at the time the seat is added. You will be charged in full at the start of the next cycle. No refunds are issued.
Will I be billed for unoccupied licenses?
Yes, if you have more licenses than users, you will be billed monthly for those additional licenses.
What happens if I decrease the number of licenses on my account?
You will be charged only for the total # of licenses you have on your billing period. There are no refunds for licenses removed during a billing period.
What if I'm a customer of a Microsoft reseller?
If you are a customer of a Microsoft reseller, you will need to purchase your licenses through your reseller. You will get access to the additional licenses once the order has been placed.
If you have questions about billing, please write to us at firstname.lastname@example.org and we'll be happy to assist!