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Setting up your Teams
James Graham avatar
Written by James Graham
Updated over a week ago

Within your organization you will have different teams, for example:

  • SDRs

  • Account Execs

  • Success (Canada)

These can be mirrored in Jiminny to help segment your users and assign different preferences. Each team is assigned a Manager who is responsible for inviting their people and configuring those preferences.

The Account Owner should start by inviting Managers who can follow these steps:

  1. Visit Organization > Manage > Teams;

  2. Click the New Team button in the top-right;

Please provide the following information:

  • Name - a clear descriptive name of the team .e.g Inbound Sales;

  • Owner - select the manager of the team;

  • Playbook - the playbook they will use (can be changed later if not yet setup);

  • Country - the geo of the team, this impacts telco settings;

  • Language - the language (for now only US English is supported);

  • Color - click to choose a color to be used for avatars;

  • Timezone - default time zone, users can change this individually.

Next, you should invite your users and get them on board!

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