Setting Up Your Workspace

Your workspace is the foundation of your Nymble experience. This guide covers the key settings you should configure when getting started.

Company details

Navigate to System > Properties to configure:

• Company name and legal entity — Used on contracts and invoices
• Address and contact information — Appears on official documents
• Industry and company size — Helps tailor your experience
• Logo — Displayed on agreements, invoices, and reports

Services and rates

Define the services your agency offers:

1. Go to Accounting > Rates to set up billing rates
2. Create rate cards for different service types
3. Set default rates for employees and contractors

Roles and permissions

Nymble includes 45+ granular permission policies. To configure roles:

1. Navigate to System > Permissions
2. Create custom roles based on your team structure
3. Assign permissions for each feature area

Common role examples:

• Account Manager — CRM access, contracts, limited billing
• Project Manager — Projects, tasks, time tracking, reporting
• Developer/Designer — Time tracking, tasks, limited project access
• Finance — Full billing, payables, receivables, reporting

Integrations

Connect your existing tools:

• HubSpot — Bi-directional CRM sync
• Slack — Team notifications
• RescueTime — Automatic time tracking
• Google Drive — Document storage

See our integration guides for setup instructions.