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
Admin
Manager
Recorder
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)
For now you are able to see they number of payed licences your organisation and using.
This can be seen in Settings>Organisation>Users: