This week we have made a few feature changes to Jimmy that we think would make managing clients and reports even easier.
Jimmy gives agencies more control over who can use the software by adding the ‘Co-worker’ feature. This means that once you sign up to Jimmy, you can add as many coworkers as you like to your account. Co-workers can add clients, create and edit templates/reports however will not have administrative access to delete co-workers or upgrade plans.
This feature is located in the top left inside the Jimmy dashboard. Go down to ‘Coworker’ and start adding users within your agency!