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thomas@ninety.io
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How Do Roles Work? Roles dictate what content you can edit or view within Ninety, including access to tasks such as inviting new users or updating billing options. Here is a general overview of each role's capabilities: Role Org Chart tool Process tool Vision tool Rocks, To-Dos, Issues Owner Edit Edit Edit Create/View All Teams' Admin Ed
The Billing Page Important Notice We're in the process of moving all our existing clients to our new merchant of record. If your instance of Ninety differs from this article, please read this or contact customer support. Users with Owner, Admin, and Coach roles can review the billing page. Follow these steps to review your billing information: Cli
Creating a New Team To create a new team or edit existing teams, users must have the role of Owner, Admin, Manager, or Coach. Click your name from the bottom of the left navigation. Click Company Settings or Teams. Click Create Team. Write the Team's Name. Click Add. Company Settings appears for Owners and Admins. Teams appears for Managers. Se
The Headlines Tool All users can view Headlines from the main navigation to create and send messages to each other. Reading Headlines is a core component of the Weekly Team Meeting's agenda. These are news items worth sharing but may not need further discussion. If a Headline warrants further discussion, right-click it and make it an Issue. Headlin
Canceling Your Subscription Click your name at the bottom of the left navigation. Click Billing. Click Cancel my subscription. Fill out the exit form. Click Continue. Click Cancel subscription. Only Owners and Admins can cancel a subscription.
Addressing Issues Issues are the heart of our Weekly Team Meetings. We join together to Raise, Discuss, and Resolve (RDR) the Issues most pertinent to our responsibilities for the week, quarter, or year. Methods of Prioritization We have four primary ways to prioritize Issues during a meeting: Ranking 1-5 Top 3 selector Drag and drop Issues Voting I
The Data Tool The Data tool simplifies setting up and managing your team’s Scorecard to keep track of goals on five levels: Organization-wide Leadership Team Departmental Teams Individuals Reviewing the Data tool every week is a critical function of team meetings. The primary functions of the Data tool include: Creating KPIs Monitoring Scorecards C
Using Smart KPIs for Added Functionality Smart KPIs transform existing KPIs into variables that can be used to create formulas. They give you the power to automatically perform calculations on your Scorecard as you enter data. Smart KPIs can use the following basic mathematical operators, including order of operations formulas with parentheses: Addi
Our Data Transfer Services Tired of your data being siloed? We can import all your data onto Ninety for free. What Information Can I Transfer? Meeting items, such as: Rocks To-Dos Issues Headlines Scorecards Vision Org Chart Sending Us Your Data Our Support Team can upload data to your account. Whether you're new to Ninety or incorporating more o
What Is the Data Tool? Use the Data tool to create and manage your individual and team's key performance indicators (KPIs). Each KPI provides visibility to the goals essential to the team's success. During most meetings, your team reviews its Scorecards to see if any KPIs need to be discussed. For example, if a KPI has been off target for three or m
Editing an Existing Agenda or Create a Custom Agenda Users with the role of Manager or higher can edit and customize meeting agendas. Read more about roles here. Edit Agenda Click Meetings from the left navigation. Click the Open Meeting Settings icon. Choose the correct team from the Team dropdown. Choose the agenda to edit from the dropdown. Custo
Accessing Your Settings User settings give you the ability to make changes to your own Ninety experience without affecting the rest of your company. To access user settings: Click your name from the left navigation. Click User Settings. Settings Options On the left side of your screen, you'll find the following User Setting pages, Profile Accoun
What Is Partner Hub? Partner Hub is for coaches using Ninety with their clients. Use this tool to create templates, manage referrals, and set up clients. This tool is tied to a coach, implementer, or partner account and applied across the user's assigned companies. If you do not see this tool, contact partner@ninety.io for assistance. Managing
Adding Users to Ninety Owners, Admins, Managers, and Implementers can add as many observers to the directory free of charge. Once they're in your Directory, you can assign them to teams, add them to a Seat on the Org Chart, and Activate their account when you're ready to pay for their license and have them use our platform. Add to Company How to Add
Documenting Your Processes Our Process tool is open for all users in your Directory to view. Team members can locate and follow the steps and sub-steps of any Process. Creating a Process To create a new Process: Click Process from the left main navigation. Click the Add New Core Process plus sign to the right of the last Process card. (Optional) Ass