Roles
First, let us explain the different Roles users can have.
In Jiminny, there are 3 types of roles you can apply to a user
1. Recorder: This role enables the user to record/stream into Jiminny. Each user with a Recorder role will be charged with a paying licence.
2. Recorder + Voice: This role is for users of the Jiminny Voice dialer only. It is available only in conjunction with a Recorder so the user can record their calls using Jiminny voice.
3. Analyst: This role is for users who actively coach and access reports but do not record their calls into Jiminny. It is used for listening and analysing calls and deals, and coaching users. This Role might be relevant for departmental stakeholders, such as Head of Product or Marketing, RevOps Leader, line managers that don't have customer meetings.
Permissions
In addition to those main roles, you apply permissions:
User: Manages only their own settings in Jiminny.
Manager: Appointed for each Team set up in Jiminny. They have default views over their teams for reporting and OnDemand. Managers can invite and manage their team members as well as manage custom setup for their team.
Admin - This gives full permissions and total control over all settings and configurations
Can I add users who don't have CRM access?
Yes you can add anyone to Jiminny with or without CRM. The only users who need CRM access are the ones that make calls and/or edit opportunity fields in the CRM through Deal Insights.
Calls made by users without CRM access may not be able to log their calls into the CRM although this depends on configuration as some users may not have CRM access but can push calls into the CRM from Jiminny.
To invite users to join Jiminny, all you need to do is go to Organisation Settings > Users > Invite User.
Billing
For now you are able to see the number of used licences your organisation is using.
This can be seen in Organisation Settings > Users:
We will be working on enabling your finance team to download invoices and configure billing settings.