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 joined Nimble, you can control what they can view, edit, and manage within your account. Nimble offers a range of permissions to help you manage access to contacts, deals, workflows, account settings, and other features.
You can assign permissions to individual users or create groups with shared permissions based on your team's responsibilities.
For more information about privacy settings, check out these guides:
Managing Team Permissions
Nimble allows you to control access to the following features and actions:
User & Team Management
Add or remove team members.
Create and manage groups.
Account & Billing
Manage billing, subscription plans, and add-ons.
Contact Management
View and edit contacts, regardless of their privacy settings.
Bulk delete and export contacts.
Permanently delete contacts from the Trash bin.
Customizations & Settings
Edit company settings.
Create and manage custom fields.
Manage custom activity types.
View teammates' assigned activities.
Web Forms & Shared Assets
Edit and publish Web Forms.
Edit shared resources, including email templates and saved searches.
Manage email marketing domains.
Workflows & Deal Pipelines
Create, edit, and archive workflows.
Manage deal pipelines.
Override workflow and deal pipeline stage changes.
Meeting Note Import
Manage meeting imports and control the ownership and privacy of contacts created during the import.
Privacy & API
View and edit private deals.
Access the Nimble API and generate API tokens for external integrations.
To learn more, visit our Nimble Privacy Settings – How to Manage Groups support guide.
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 billing@nimble.com and we'll be happy to assist!