Deciding which Role a person needs

Written By Bekkie Wetz (Super Administrator)

Updated at April 22nd, 2024

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

In Jiminny, there are 6 types of roles you can apply to a user

1. Account Owner

2. Admin

3. Manager

4. Recorder

5. Insights

6. Voice

Multiple roles can be applied to a user to ensure they are able to complete all the actions they need to in the Jiminny platform.

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 have full permissions and total control over all settings and configurations.

Admin

Similar to the Account Owner, Admins also have full permissions and total control over all settings and configurations. The only difference is they are not responsible for the CRM setup and don't need specific CRM access.

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 and manage their team members as well as do the custom setup they want for their team.

Recorder

This role is a recording seat and enables users to record/stream into Jiminny. Each user that has the Recorder role will be charged with a paying licence.

Important note: Only the Recorder role provides recording licence. Which means that even if a user has an Admin role they would need to have a Recorder role as well if they need to use Jiminny for call recordings.

Insights

This role is for people who will be actively coaching and accessing reports but not streaming or recording their calls into Jiminny. These users may be departmental stakeholders, such as Product Managers, Marketing etc, so they can be invited to listen back to calls and be able to coach.

Voice

This role is for users of the Jiminny Voice dialer only. It should be used in conjunction with a Recorder role so the user can record their calls using Jiminny voice.

Can I add users who don't have CRM access?
Good question and I'm glad you asked.

Yes you can add anyone to Jiminny with or without CRM. The only role which requires access to the CRM is the Account Owner.

Calls that are 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 Settings>Organisation>Users>Invite User

Billing (coming soon)

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

For now you are able to see they number of payed licences your organisation and using.

This can be seen in Settings>Organisation>Users: