Deciding which Role a person needs

Written By Bekkie Wetz (Super Administrator)

Updated at August 9th, 2022

Admins, managers, coaches, oh my! Let us explain the different roles users can have.

Jiminny will give permissions to each user based on the roles they need to perform. A list of these users is below. The Owner, Admin, Manager, and User roles are all full licenses.

Account Owner

Each Jiminny account will require an owner. There will be one owner on your platform and they set up the CRM integration so need to have full CRM admin access. They will have full permissions and total control over all settings and configurations. 

Admin

Admins have access to the Organization settings within Jiminny and can perform functions such as setting up teams, creating coaching scorecards, and managing members. 

Manager

Managers are appointed for each Team you have set up in Jiminny. They have default views over their teams for reporting and OnDemand. Managers can invite their team members. 

User

This is for your team members. This role is a recording seat and the users will be able to record/stream into Jiminny. 

InsightsPlus

This role is for people who will be actively coaching and accessing reports but not streaming their calls into Jiminny. The InsightsPlus role can download recordings. This is the difference compared to the Insight role.

Insights

External coaches or other departmental stakeholders, such as Product Managers, Marketing etc may be invited to listen back to calls and be able to coach. Once you select Insights, your role would flag up as "Coach" on the platform.
Important note: Please keep in mind that the InsightsPlus and the Insights role do not include a recording seat. In other words, they won't be able to record and stream to Jiminny.

Billing* (coming soon!)

Your finance team will be able to download invoices and configure billing settings.