If you’re working with a team in Jimminy and you want to avoid chaos—or worse, someone accidentally deleting everything—you’ll need to get user permissions and roles dialed in. This guide is for admins, managers, or anyone suddenly in charge of keeping your Jimminy setup tidy and safe. No fluff, just what you need to know to avoid a permissions mess.
Why user permissions and roles actually matter
Let’s be honest: most people ignore permissions until something breaks, or someone sees more than they should. Setting up roles and permissions in Jimminy isn’t just “best practice”—it’s how you keep sensitive data safe, avoid costly mistakes, and make sure the right people can actually get work done.
Skip this, and you’ll end up with either total lockdown (frustrating) or Wild West chaos (disastrous). The good news? Jimminy’s permissions are pretty straightforward once you know where to look.
Step 1: Know what roles and permissions actually do in Jimminy
Before you start clicking, it helps to know what you’re dealing with. In Jimminy, roles are like job titles—Admin, Manager, User, etc.—and each role comes with a set of permissions (what someone can or can’t do). Permissions cover things like:
- Viewing or editing team data
- Managing integrations
- Adding or removing users
- Accessing analytics or reports
Pro tip: Don’t assume the names match your org chart. Jimminy’s built-in roles may not line up perfectly with your team structure, so check what each one actually allows.
Step 2: Take stock of your team
Look at who’s using Jimminy now—and who should be. Make a quick list:
- Who needs full admin access (can see/change everything)?
- Who just needs to view or edit their own stuff?
- Who should manage a specific group or project?
What to ignore: Don’t assign everyone as Admin “just in case.” That’s asking for trouble.
Step 3: Access the user management area
Here’s how to get to the permissions controls:
- Log in with an Admin account. If you’re not an Admin, you can’t do this—no way around it.
- Go to Settings. This is usually in the main sidebar or under your profile picture.
- Find “Users” or “Team Management.” Jimminy sometimes moves this, but it’ll be there.
- Open the list of current users. You’ll see everyone with access, their roles, and (if available) their recent activity.
Step 4: Review and edit existing users
Now you’re looking at your team. Here’s what to do:
- Double-check current roles. You might be surprised who has Admin rights.
- Edit roles as needed. Click a user, select their new role from the dropdown, and save.
- Remove old users. If someone’s left the team, remove their access. No need to keep zombie accounts.
Honest take: Most teams have at least one “mystery Admin” left over from onboarding. Fix that now. There’s no upside to surprise superpowers.
Step 5: Understand Jimminy’s built-in roles (and their limits)
Jimminy usually offers a few standard roles. Here’s the breakdown in plain English:
- Admin: Full access. Can do anything, including billing, integrations, and managing other users. Only give this to people you trust completely.
- Manager (or Team Lead): Can see and manage assigned teams or projects, but not global settings. Good for department heads.
- User (or Member): Can view and edit their own stuff, maybe limited team data. Can’t change global settings or add users.
- Guest/Viewer: Read-only. Can see assigned stuff, but can’t break anything.
What works: Start with the lowest role that lets people do their jobs. You can always bump someone up if needed.
What doesn’t: Don’t try to hack around the built-in roles to create weird exceptions. If Jimminy doesn’t support granular permissions (like “can edit, but not delete”), work with what’s there. Otherwise, you’ll drive yourself nuts and still have gaps.
Step 6: Add new users with the right roles
When you bring someone new onto the team, don’t just invite them and hope for the best. Here’s how to do it right:
- Click “Add User” or “Invite.”
- Enter their email address.
- Assign a role up front. Don’t default to Admin unless you have a real reason.
- Send the invite. The user gets an email and sets up their own password.
Pro tip: If you’re onboarding in bulk, some plans offer CSV upload or integrations with HR tools. But don’t get fancy unless you really need to.
Step 7: Set up teams or groups (if needed)
If your company is big enough, you’ll want to split users into teams or departments. In Jimminy, this means:
- Creating a “Team” or “Group” (naming varies)
- Assigning users to those teams
- Giving team leads the right permissions
What to ignore: Don’t bother setting up micro-teams for every tiny project. It just creates more work to manage permissions. Stick to broad teams: Sales, Support, Marketing, etc.
Step 8: Review integration and data-sharing permissions
Jimminy often connects with other tools (like Slack, CRMs, or video platforms). Double-check:
- Who can add or remove integrations?
- Who can see shared data from those integrations?
- Are any integrations exposing more than they should?
Honest take: Integrations are where things can get messy. If you’re not sure, audit these at least once a quarter.
Step 9: Test your setup (before things go sideways)
Don’t just assume everything works as planned. Do some quick spot checks:
- Log in as a regular user (or use an incognito window) and see what they can/can’t do.
- Try to access sensitive settings—do you get blocked?
- Ask someone else to double-check with fresh eyes.
You’re looking for “whoops, I can see payroll data” moments before someone else does.
Step 10: Set a simple review schedule
Permissions aren’t “set it and forget it.” People change jobs, teams grow, and you’ll forget who’s got access. Put a reminder on your calendar to review roles every 3–6 months.
- Remove users who’ve left.
- Bump down anyone who doesn’t need admin anymore.
- Check that integrations and team settings still make sense.
Pro tip: If you’re the only admin, share that responsibility with one other trusted person. Bus factors are real.
What to skip (unless you have a huge org)
- Custom roles: Unless you’re running a massive operation, stick with the built-in roles. Custom roles sound cool but add complexity fast.
- Audit trails: If Jimminy offers detailed access logs, great. But unless you’re in a regulated industry, you probably don’t need to pour over them every week.
- Over-documenting: Don’t turn this into a 20-page policy. Keep clear, simple notes on who’s an admin and why.
Wrapping up: Keep it simple, stay flexible
If you take one thing away from all this: start simple, and don’t give out admin access unless you absolutely have to. Team permissions in Jimminy aren’t rocket science, but they can trip you up if ignored. Set up the basics, check in now and then, and you’ll avoid drama down the road. And if your needs change, don’t be afraid to tweak things—permissions aren’t set in stone.
Happy collaborating (minus the permission headaches).