What Are Roles and Seats?

Understand the terms that describe different aspects of your JobNimbus Subscription.

The way in which you decide what feature(s) a team member can access is by assigning them to a role.

Details about each role can be found on the Manage Subscription page in your account settings.

Team members may be assigned to multiple roles, depending on which features you want to make available to them.

For example, if you want a user with a "Field" role to have access to Estimates, you would also need to assign them a seat under the "Sales" role.

The number of seats you purchase for a role indicates how many unique users will be given that level of access to JobNimbus features.

When you manage your Subscription, you can add or remove seats from a role under their respective section.

Please note:

Deactivating a team member does not automatically reduce the number of seats for which you are paying. You will need to manually decrease seats for that role by managing your Subscription.
You will not be credited or refunded for reducing number of seats during any point of your billing cycle.