+ More

Setting up your Teams

Written By Bekkie Wetz (Super Administrator)

Updated at January 31st, 2023

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 OrganizationManageTeams;
  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!


Who should belong to a Team?

Only your standard users need to be assigned to a team. The account owner, administrators, managers or billing users can remain outside of a team.

Can a user belong to more than one Team?

No, at the moment we only support a simple hierarchy.