User Roles and Permissions

How each user role can use our tools.

Written by Tommy Mains

Updated at September 14th, 2024

+ More

Table of Contents

How Do Roles Work? Expanded Permissions for Each Role by Tool How Do I Know My User Role? Personal Tools My 90 Partner Hub Accountability Tools Data Rocks To-Dos Issues Meetings Headlines Organizational Tools Vision Org Chart 1-on-1 Process Directory Mastery Assessments (Currently In Beta) Settings

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:

  • Owners have visibility and editing access to all teams and tools, full control of company settings, and the ability to update billing information or delete the account.
  • Admins have visibility and editing access to all teams and tools, editing power over all tools, full control of company settings, and the ability to update billing information.
  • Managers have editing power of all their teams' tools and the ability to create new teams.
  • Team Members can view all tools and create items in many of them (for example, Rocks, To-Dos, Issues, and so on).
  • Observers can view all tools through the team(s) they're assigned to.
  • Coaches have similar permissions to Admins, but they cannot be assigned items.

 

Expanded Permissions for Each Role by Tool

The sections below detail the basic functions of each tool. Next to each tool function for each user role, there will be a “✅” or “❌”.

  • ✅ Indicates the role can perform the function.
  • ❌ Indicates the role cannot perform the function.

How Do I Know My User Role?

To find your user role and permission level:

  1. Click your name at the bottom of the left navigation.
  2. Note your user role under your name.

 

 

 

Personal Tools

These tools consolidate your work into a single space — saving you time and making it easier to focus.

 

My 90

The customizable My 90 workspace shows all your owned content, including To-Dos, Rocks, Milestones, and KPIs.📖 Learn more about My 90.

Owner

✅

 View, edit, and mark complete Team To-Dos from all teams you're assigned to

✅

 Create Team To-Dos

✅

 View, edit, and mark complete Private To-Dos

✅

 Create Private To-Dos

✅

 View your Rocks and Milestones

✅

 View all KPIs you own

✅

 Input data on your KPIs

✅

 Add notes to your KPIs

✅

 Edit your KPIs

✅

 Edit your My 90 layout
 
 

Admin

✅

 View, edit, and mark complete Team To-Dos from all teams you're assigned to

✅

 Create Team To-Dos

✅

 View, edit, and mark complete Private To-Dos

✅

 Create Private To-Dos

✅

 View your Rocks and Milestones

✅

 View all KPIs you own

✅

 Input data on your KPIs

✅

 Add notes to your KPIs

✅

 Edit your KPIs

✅

 Edit your My 90 layout
 
 

Coach

✅

 View, edit, and mark complete Team To-Dos from all teams you're assigned to

✅

 Create Team To-Dos

❌

 View, edit, and mark complete Private To-Dos

❌

 Create Private To-Dos

❌

 View your Rocks and Milestones

❌

 View all KPIs you own

❌

 Input data on your KPIs

❌

 Add notes to your KPIs

❌

 Edit your KPIs

✅

 Edit your My 90 layout
 
 

Manager

✅

 View, edit, and mark complete Team To-Dos from all teams you're assigned to

✅

 Create Team To-Dos

✅

 View, edit, and mark complete Private To-Dos

✅

 Create Private To-Dos

✅

 View your Rocks and Milestones

✅

 View all KPIs you own

✅

 Input data on your KPIs

✅

 Add notes to your KPIs

✅

 Edit your KPIs

✅

 Edit your My 90 layout
 
 

Team Member

✅

 View, edit, and mark complete Team To-Dos from all teams you're assigned to

✅

 Create Team To-Dos

✅

 View, edit, and mark complete Private To-Dos

✅

 Create Private To-Dos

✅

 View your Rocks and Milestones

✅

 View all KPIs you own

✅

 Input data on your KPIs

✅

 Add notes to your KPIs

✅

 Edit your KPIs

✅

 Edit your My 90 layout
 
 

Observer

❌

 View, edit, and mark complete Team To-Dos from all teams you're assigned to

❌

 Create Team To-Dos

❌

 View, edit, and mark complete Private To-Dos

❌

 Create Private To-Dos

❌

 View your Rocks and Milestones

❌

 View all KPIs you own

❌

 Input data on your KPIs

❌

 Add notes to your KPIs

❌

 Edit your KPIs

✅

 Edit your My 90 layout
 
 

 

Partner Hub

This tool is only for coaches. Learn more here.

 

Accountability Tools

Our six accountability tools help your teams improve performance every day.

 

Data

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. 📖 Read our introduction article.

Owner

✅

 Create new KPIs

✅

 Add KPIs to Scorecards

✅

 Own KPIs

✅

 Input Scores

✅

 Edit existing KPIs

✅

 Remove KPIs

✅

 Adjust goals of KPIs

✅

 Add notes to KPIs

✅

 Access Data tool settings
 
 

Admin

✅

 Create new KPIs

✅

 Add KPIs to Scorecards

✅

 Own KPIs

✅

 Input Scores

✅

 Edit existing KPIs

✅

 Remove KPIs

✅

 Adjust goals of KPIs

✅

 Add notes to KPIs

✅

 Access Data tool settings
 
 

Coach

✅

 Create new KPIs

✅

 Add KPIs to Scorecards

❌

 Own KPIs

✅

 Input Scores

✅

 Edit existing KPIs

✅

 Remove KPIs

✅

 Adjust goals of KPIs

✅

 Add notes to KPIs

✅

 Access Data tool settings
 
 

Manager

✅

 Create new KPIs

✅

 Add KPIs to Scorecards

✅

 Own KPIs

✅

 Input Scores

✅

 Edit existing KPIs

✅

 Remove KPIs

✅

 Adjust goals of KPIs

✅

 Add notes to KPIs

✅

 Access Data tool settings
 
 

Team Member

❌

 Create new KPIs

❌

 Add KPIs to Scorecards

✅

 Own KPIs

✅

 Input Scores

✅

 Edit existing KPIs

✅

 Remove KPIs

✅

 Adjust goals of KPIs

✅

 Add notes to KPIs

❌

 Access Data tool settings
 
 

Observer

❌

 Create new KPIs

❌

 Add KPIs to Scorecards

❌

 Own KPIs

❌

 Input Scores

❌

 Edit existing KPIs

❌

 Remove KPIs

❌

 Adjust goals of KPIs

❌

 Add notes to KPIs

❌

 Access Data tool settings
 
 

 

Rocks

The Rocks tool helps you create and track quarterly goals outside the scope of daily work. 📖 Read our introduction article.

Owner

✅

 Create Rocks

✅

 Create a linked item from a Rock

✅

 Own Rocks

✅

 Archive Rocks

✅

 Archive all completed Rocks

✅

 View archive

✅

 Delete a Rock

✅

 Change settings

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Admin

✅

 Create Rocks

✅

 Create a linked item from a Rock

✅

 Own Rocks

✅

 Archive Rocks

✅

 Archive all completed Rocks

✅

 View archive

✅

 Delete a Rock

✅

 Change settings

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Coach

✅

 Create Rocks

✅

 Create a linked item from a Rock

❌

 Own Rocks

✅

 Archive Rocks

✅

 Archive all completed Rocks

✅

 View archive

✅

 Delete a Rock

✅

 Change settings

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Manager

✅

 Create Rocks

✅

 Create a linked item from a Rock

✅

 Own Rocks

✅

 Archive Rocks

✅

 Archive all completed Rocks

✅

 View archive

✅

 Delete a Rock

✅

 Change settings

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Team Member

✅

 Create Rocks

✅

 Create a linked item from a Rock

✅

 Own Rocks

✅

 Archive Rocks

❌

 Archive all completed Rocks

✅

 View archive

✅

 Delete a Rock

❌

 Change settings

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Observer

❌

 Create Rocks

❌

 Create a linked item from a Rock

❌

 Own Rocks

✅

 Archive Rocks

❌

 Archive all completed Rocks

✅

 View archive

❌

 Delete a Rock

❌

 Change settings

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

 

To-Dos

The To-Dos tool manages action items to keep teams accountable, productive, and organized. 📖 Read our introduction article.

Owner

✅

 Create To-Dos

✅

 Create a linked item from a To-Do

✅

 Own To-Dos

✅

 Archive To-Dos

✅

 Archive all completed To-Dos

✅

 View archive

✅

 Delete a To-Do

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Admin

✅

 Create To-Dos

✅

 Create a linked item from a To-Do

✅

 Own To-Dos

✅

 Archive To-Dos

✅

 Archive all completed To-Dos

✅

 View archive

✅

 Delete a To-Do

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Coach

✅

 Create To-Dos

✅

 Create a linked item from a To-Do

✅

 Own To-Dos

✅

 Archive To-Dos

✅

 Archive all completed To-Dos

✅

 View archive

✅

 Delete a To-Do

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Manager

✅

 Create To-Dos

✅

 Create a linked item from a To-Do

✅

 Own To-Dos

✅

 Archive To-Dos

✅

 Archive all completed To-Dos

✅

 View archive

✅

 Delete a To-Do

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Team Member

✅

 Create To-Dos

✅

 Create a linked item from a To-Do

✅

 Own To-Dos

✅

 Archive To-Dos

❌

 Archive all completed To-Dos

✅

 View archive

✅

 Delete a To-Do

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Observer

❌

 Create To-Dos

❌

 Create a linked item from a To-Do

❌

 Own To-Dos

✅

 Archive To-Dos

❌

 Archive all completed To-Dos

✅

 View archive

✅

 Delete a To-Do

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

 

Issues

The Issues tool documents the problems, obstacles, ideas, and opportunities your teams need to discuss and solve together.📖 Read our introduction article.

Owner

✅

 Create Issues

✅

 Create a linked item from an Issue

✅

 Own Issues

✅

 Archive Issues

✅

 Archive all completed

✅

 View archive

✅

 Delete an Issue

✅

 Change settings

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Admin

✅

 Create Issues

✅

 Create a linked item from an Issue

✅

 Own Issues

✅

 Archive Issues

✅

 Archive all completed

✅

 View archive

✅

 Delete an Issue

✅

 Change settings

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Coach

✅

 Create Issues

✅

 Create a linked item from an Issue

✅

 Own Issues

✅

 Archive Issues

✅

 Archive all completed

✅

 View archive

✅

 Delete an Issue

✅

 Change settings

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Manager

✅

 Create Issues

✅

 Create a linked item from an Issue

✅

 Own Issues

✅

 Archive Issues

✅

 Archive all completed

✅

 View archive

✅

 Delete an Issue

✅

 Change settings

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Team Member

✅

 Create Issues

✅

 Create a linked item from an Issue

✅

 Own Issues

✅

 Archive Issues

❌

 Archive all completed

✅

 View archive

✅

 Delete an Issue

❌

 Change settings

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Observer

❌

 Create Issues

❌

 Create a linked item from an Issue

❌

 Own Issues

✅

 Archive Issues

❌

 Archive all completed

✅

 View archive

✅

 Delete an Issue

❌

 Change settings

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

 

Meetings

Use the Meetings tool to manage your daily, weekly, monthly, quarterly, and annual meetings. 📖 Read our introduction article.

Owner

✅

 Start a meeting

✅

 Join a meeting

✅

 View completed meetings

✅

 Resend meeting recap emails of completed meetings

✅

 Create custom agendas

✅

 Edit existing agendas for a team

✅

 Edit existing agendas for the whole company

✅

 Delete an in-progress meeting

✅

 Change settings

✅

 Print agendas

✅

 Download to a spreadsheet
 
 

Admin

✅

 Start a meeting

✅

 Join a meeting

✅

 View completed meetings

✅

 Resend meeting recap emails of completed meetings

✅

 Create custom agendas

✅

 Edit existing agendas for a team

✅

 Edit existing agendas for the whole company

✅

 Delete an in-progress meeting

✅

 Change settings

✅

 Print agendas

✅

 Download to a spreadsheet
 
 

Coach

✅

 Start a meeting

✅

 Join a meeting

✅

 View completed meetings

✅

 Resend meeting recap emails of completed meetings

✅

 Create custom agendas

✅

 Edit existing agendas for a team

✅

 Edit existing agendas for the whole company

✅

 Delete an in-progress meeting

✅

 Change settings

✅

 Print agendas

✅

 Download to a spreadsheet
 
 

Manager

✅

 Start a meeting

✅

 Join a meeting

✅

 View completed meetings

✅

 Resend meeting recap emails of completed meetings

✅

 Create custom agendas

❌

 Edit existing agendas for a team

✅

 Edit existing agendas for the whole company

✅

 Delete an in-progress meeting

✅

 Change settings

✅

 Print agendas

✅

 Download to a spreadsheet
 
 

Team Member

✅

 Start a meeting

✅

 Join a meeting

✅

 View completed meetings

❌

 Resend meeting recap emails of completed meetings

❌

 Create custom agendas

❌

 Edit existing agendas for a team

❌

 Edit existing agendas for the whole company

✅

 Delete an in-progress meeting

❌

 Change settings

✅

 Print agendas
 
 

Observer

❌

 Start a meeting

✅

 Join a meeting

✅

 View completed meetings

❌

 Resend meeting recap emails of completed meetings

❌

 Create custom agendas

❌

 Edit existing agendas for a team

❌

 Edit existing agendas for the whole company

❌

 Delete an in-progress meeting

❌

 Change settings

✅

 Print agendas
 
 

 

Headlines

Use the Headlines tool to create announcements to share with your team or any team in the organization. 📖 Read our introduction article.

Owner

✅

 Create Headlines and Cascading Messages

✅

 Create a linked item from a Headline or Cascading Message

✅

 Archive Headlines and Cascading Messages

✅

 Archive all completed

✅

 View archive

✅

 Delete Headlines and Cascading Messages

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Admin

✅

 Create Headlines and Cascading Messages

✅

 Create a linked item from a Headline or Cascading Message

✅

 Archive Headlines and Cascading Messages

✅

 Archive all completed

✅

 View archive

✅

 Delete Headlines and Cascading Messages

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Coach

✅

 Create Headlines and Cascading Messages

✅

 Create a linked item from a Headline or Cascading Message

✅

 Archive Headlines and Cascading Messages

✅

 Archive all completed

✅

 View archive

✅

 Delete Headlines and Cascading Messages

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Manager

✅

 Create Headlines and Cascading Messages

✅

 Create a linked item from a Headline or Cascading Message

✅

 Archive Headlines and Cascading Messages

✅

 Archive all completed

✅

 View archive

✅

 Delete Headlines and Cascading Messages

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Team Member

✅

 Create Headlines and Cascading Messages

✅

 Create a linked item from a Headline or Cascading Message

✅

 Archive Headlines and Cascading Messages

❌

 Archive all completed

✅

 View archive

✅

 Delete Headlines and Cascading Messages

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

Observer

❌

 Create Headlines and Cascading Messages

❌

 Create a linked item from a Headline or Cascading Message

✅

 Archive Headlines and Cascading Messages

❌

 Archive all completed

✅

 View archive

✅

 Delete Headlines and Cascading Messages

✅

 Print to PDF

✅

 Download to a spreadsheet
 
 

 

Organizational Tools

Our organizational tools document key aspects of your company's structure and much more.

 

Vision

Use our Vision tool to plan, organize, and document your organization's Vision. 📖 Read our introduction article.

Owner

✅

 Edit leadership team's Vision

✅

 View and edit any team's Vision

✅

 View archived Visions

✅

 Archive a Vision

✅

 Edit settings

✅

 Download quarterly report

✅

 Print to PDF

✅

 Customize the Vision layout for their teams 
 
 

Admin

✅

 Edit leadership team's Vision

✅

 View and edit any team's Vision

✅

 View archived Visions

✅

 Archive a Vision

✅

 Edit settings

✅

 Download quarterly report

✅

 Print to PDF

✅

 Customize the Vision layout for their teams 
 
 

Coach

✅

 Edit leadership team's Vision

✅

 View and edit any team's Vision

✅

 View archived Visions

✅

 Archive a Vision

✅

 Edit settings

✅

 Download quarterly report

✅

 Print to PDF

✅

 Customize the Vision layout for their teams 
 
 

Manager

❌

 Edit leadership team's Vision

✅

 View and edit any team's Vision

✅

 View archived Visions

✅

 Archive a Vision

✅

 Edit settings

✅

 Download quarterly report

✅

 Print to PDF

✅

 Customize the Vision layout for their teams 
 
 

Team Member

Team members can view any of their teams' Visions and any parts of the leadership team's Vision that is shared.

❌

 Edit leadership team's Vision

❌

 View and edit any team's Vision

✅

 View archived Visions

❌

 Archive a Vision

❌

 Edit settings

✅

 Download quarterly report

✅

 Print to PDF

❌

 Customize the Vision layout for their teams 
 
 

Observer

Observers can view any of their teams' Visions and any parts of the leadership team's Vision that is shared.

❌

 Edit leadership team's Vision

❌

 View and edit any team's Vision

✅

 View archived Visions

❌

 Archive a Vision

❌

 Edit settings

✅

 Download quarterly report

✅

 Print to PDF

❌

 Customize the Vision layout for their teams 
 
 

 

Org Chart

Use the Org Chart tool to structure your company's core functions to help you get the Right People in the Right Seats to achieve your Vision. 📖 Read our introduction article.

Owner

✅

 Add Seat

✅

 Delete Seat

✅

 Clone a Seat

✅

 Edit a Seat's roles and responsibilities

✅

 Edit their own Seat's roles and responsibilities

✅

 Show/Hide Visionary Seat

✅

 Move Seats 

✅

 Create and edit draft charts
 
 

Admin

✅

 Add Seat

✅

 Delete Seat

✅

 Clone a Seat

✅

 Edit a Seat's roles and responsibilities

✅

 Edit their own Seat's roles and responsibilities

✅

 Show/Hide Visionary Seat

✅

 Move Seats 

✅

 Create and edit draft charts
 
 

Coach

✅

 Add Seat

✅

 Delete Seat

✅

 Clone a Seat

✅

 Edit a Seat's roles and responsibilities

✅

 Edit their own Seat's roles and responsibilities

✅

 Show/Hide Visionary Seat

✅

 Move Seats 

✅

 Create and edit draft charts
 
 

Manager

✅

 Add Seat

✅

 Delete Seat

✅

 Clone a Seat

✅

 Edit a Seat's roles and responsibilities

✅

 Edit their own Seat's roles and responsibilities

✅

 Show/Hide Visionary Seat

✅

 Move Seats 

✅

 Create and edit draft charts
 
 

Team Member

Team members can view the primary chart and any draft charts shared with them.

❌

 Add Seat

❌

 Delete Seat

❌

 Clone a Seat

❌

 Edit a Seat's roles and responsibilities

❌

 Edit their own Seat's roles and responsibilities

❌

 Show/Hide Visionary Seat

❌

 Move Seats 

❌

 Create and edit draft charts
 
 

Observer

Observers can view the primary chart and any draft charts shared with them.

❌

 Add Seat

❌

 Delete Seat

❌

 Clone a Seat

❌

 Edit a Seat's roles and responsibilities

❌

 Edit their own Seat's roles and responsibilities

❌

 Show/Hide Visionary Seat

❌

 Move Seats 

❌

 Create and edit draft charts
 
 

 

1-on-1

Team leaders use the 1-on-1 tool to coordinate quarterly and annual discussions with their direct reports. 📖 Read our introduction article.

Owner

✅

 Create 1-on-1 Discussions

✅

 Participate in 1-on-1 Discussions

✅

 Delete a Discussion

✅

 View all company 1-on-1 Discussions

✅

 View your completed 1-on-1 Discussions

✅

 Complete a Fit Check

✅

 View completed Fit Checks

✅

 Edit settings
 
 

Admin

✅

 Create 1-on-1 Discussions

✅

 Participate in 1-on-1 Discussions

✅

 Delete a Discussion

✅

 View all company 1-on-1 Discussions

✅

 View your completed 1-on-1 Discussions

✅

 Complete a Fit Check

✅

 View completed Fit Checks

✅

 Edit settings
 
 

Coach

✅

 Create 1-on-1 Discussions

✅

 Participate in 1-on-1 Discussions

✅

 Delete a Discussion

✅

 View all company 1-on-1 Discussions

✅

 View your completed 1-on-1 Discussions

❌

 Complete a Fit Check

✅

 View completed Fit Checks

✅

 Edit settings
 
 

Manager

✅

 Create 1-on-1 Discussions

✅

 Participate in 1-on-1 Discussions

✅

 Delete a Discussion

❌

 View all company 1-on-1 Discussions

✅

 View your completed 1-on-1 Discussions

✅

 Complete a Fit Check

✅

 View completed Fit Checks

✅

 Edit settings
 
 

Team Member

❌

 Create 1-on-1 Discussions

✅

 Participate in 1-on-1 Discussions

❌

 Delete a Discussion

❌

 View all company 1-on-1 Discussions

✅

 View your completed 1-on-1 Discussions

❌

 Complete a Fit Check

✅

 View completed Fit Checks

❌

 Edit settings
 
 

Observer

Observers cannot view the 1-on-1 tool.

❌

 Create 1-on-1 Discussions

❌

 Participate in 1-on-1 Discussions

❌

 Delete a Discussion

❌

 View all company 1-on-1 Discussions

❌

 View your completed 1-on-1 Discussions

❌

 Complete a Fit Check

❌

 View completed Fit Checks

❌

 Edit settings
 
 

 

Process

Use the Process tool to document core processes to ensure they're understood and followed.

Owner

✅

 Create a Core Process

✅

 Add Steps

✅

 Add Sub-Steps

✅

 Delete a Process

✅

 Clone a Process

✅

 Change a parent Process of a Sub-Process

✅

 Edit Process order

✅

 Own a Process or Sub-Process

✅

 Print to PDF
 
 

Admin

✅

 Create a Core Process

✅

 Add Steps

✅

 Add Sub-Steps

✅

 Delete a Process

✅

 Clone a Process

✅

 Change a parent Process of a Sub-Process

✅

 Edit Process order

✅

 Own a Process or Sub-Process

✅

 Print to PDF
 
 

Coach

✅

 Create a Core Process

✅

 Add Steps

✅

 Add Sub-Steps

✅

 Delete a Process

✅

 Clone a Process

✅

 Change a parent Process of a Sub-Process

✅

 Edit Process order

❌

 Own a Process or Sub-Process

✅

 Print to PDF
 
 

Manager

✅

 Create a Core Process

✅

 Add Steps

✅

 Add Sub-Steps

✅

 Delete a Process

✅

 Clone a Process

✅

 Change a parent Process of a Sub-Process

✅

 Edit Process order

✅

 Own a Process or Sub-Process

✅

 Print to PDF
 
 

Team Member

❌

 Create a Core Process

❌

 Add Steps

❌

 Add Sub-Steps

❌

 Delete a Process

❌

 Clone a Process

❌

 Change a parent Process of a Sub-Process

❌

 Edit Process order

❌

 Own a Process or Sub-Process

✅

 Print to PDF
 
 

Observer

❌

 Create a Core Process

❌

 Add Steps

❌

 Add Sub-Steps

❌

 Delete a Process

❌

 Clone a Process

❌

 Change a parent Process of a Sub-Process

❌

 Edit Process order

❌

 Own a Process or Sub-Process

✅

 Print to PDF
 
 

 

Directory

Use the Directory tool to manage your accounts users.

Owner

✅

 View all teams

✅

 Update any user's role

✅

 Add a user to any team

✅

 Invite users to the company account

✅

 Edit any user's information (except email)

✅

 Edit your own information

✅

 Delete a user

✅

 Reinvite a user
 
 

Admin

✅

 View all teams

✅

 Update any user's role

✅

 Add a user to any team

✅

 Invite users to the company account

✅

 Edit any user's information (except email)

✅

 Edit your own information

✅

 Delete a user

✅

 Reinvite a user
 
 

Coach

✅

 View all teams

✅

 Update any user's role

✅

 Add a user to any team

✅

 Invite users to the company account

✅

 Edit any user's information (except email)

✅

 Edit your own information

✅

 Delete a user

✅

 Reinvite a user
 
 

Manager

✅

 View all teams

❌

 Update any user's role

✅

 Add a user to any team

✅

 Invite users to the company account

❌

 Edit any user's information (except email)

✅

 Edit your own information

❌

 Delete a user

✅

 Reinvite a user
 
 

Team Member

✅

 View all teams

❌

 Update any user's role

❌

 Add a user to any team

❌

 Invite users to the company account

❌

 Edit any user's information (except email)

✅

 Edit your own information

❌

 Delete a user

❌

 Reinvite a user
 
 

Observer

❌

 View all teams (Observers can only view the teams they're assigned to)

❌

 Update any user's role

❌

 Add a user to any team

❌

 Invite users to the company account

❌

 Edit any user's information (except email)

✅

 Edit your own information

❌

 Delete a user

❌

 Reinvite a user
 
 

 

Mastery

Use the Mastery tool to monitor and track your team's progress in mastering the components of your Business Operating System.

Owner

✅

 Enable/disable the Mastery tool

✅

 Confirm mastery of a concept or tool

✅

 Edit toolbox layout

✅

 Add new resources

✅

 Edit resources

✅

 Delete a resources

✅

 Archive a resource

✅

 View resource archive

✅

 Reset all resources to BOS default

✅

 Create an Issue or To-Do from a Mastery element
 
 

Admin

✅

 Enable/disable the Mastery tool

✅

 Confirm mastery of a concept or tool

✅

 Edit toolbox layout

✅

 Add new resources

✅

 Edit resources

✅

 Delete a resources

✅

 Archive a resource

✅

 View resource archive

✅

 Reset all resources to BOS default

✅

 Create an Issue or To-Do from a Mastery element
 
 

Coach

✅

 Enable/disable the Mastery tool

✅

 Confirm mastery of a concept or tool

✅

 Edit toolbox layout

✅

 Add new resources

✅

 Edit resources

✅

 Delete a resources

✅

 Archive a resource

✅

 View resource archive

✅

 Reset all resources to BOS default

✅

 Create an Issue or To-Do from a Mastery element
 
 

Manager

❌

 Enable/disable the Mastery tool

✅

 Confirm mastery of a concept or tool

❌

 Edit toolbox layout

❌

 Add new resources

❌

 Edit resources

❌

 Delete a resources

✅

 Archive a resource

✅

 View resource archive

❌

 Reset all resources to BOS default

✅

 Create an Issue or To-Do from a Mastery element
 
 

Team Member

❌

 Enable/disable the Mastery tool

✅

 Confirm mastery of a concept or tool

❌

 Edit toolbox layout

❌

 Add new resources

❌

 Edit resources

❌

 Delete a resources

✅

 Archive a resource

✅

 View resource archive

❌

 Reset all resources to BOS default

✅

 Create an Issue or To-Do from a Mastery element
 
 

Observer

❌

 Enable/disable the Mastery tool

❌

 Confirm mastery of a concept or tool

❌

 Edit toolbox layout

❌

 Add new resources

❌

 Edit resources

❌

 Delete a resources

❌

 Archive a resource

✅

 View resource archive

❌

 Reset all resources to BOS default

❌

 Create an Issue or To-Do from a Mastery element
 
 

 

Assessments (Currently In Beta)

Our Assessments tool helps you track the progress teams are making toward improving how well your organization operates.

Owner

✅

 Launch an assessment

✅

 End an assessment

✅

 Delete an assessment

✅

 Take an assessment

✅

 View results

✅

 Download report

✅

 Receive assessment results via email
 
 

Admin

✅

 Launch an assessment

✅

 End an assessment

✅

 Delete an assessment

✅

 Take an assessment

✅

 View results

✅

 Download report

✅

 Receive assessment results via email
 
 

Coach

✅

 Launch an assessment

✅

 End an assessment

✅

 Delete an assessment

✅

 Take an assessment

✅

 View results

✅

 Download report

✅

 Receive assessment results via email
 
 

Manager

✅

 Launch an assessment

✅

 End an assessment

✅

 Delete an assessment

✅

 Take an assessment

✅

 View results

✅

 Download report

✅

 Receive assessment results via email
 
 

Team Member

❌

 Launch an assessment

❌

 End an assessment

❌

 Delete an assessment

✅

 Take an assessment

❌

 View results

❌

 Download report

✅

 Receive assessment results via email
 
 

Observer

Observers cannot view this tool.

❌

 Launch an assessment

❌

 End an assessment

❌

 Delete an assessment

❌

 Take an assessment

❌

 View results

❌

 Download report

❌

 Receive assessment results via email
 
 

 

Settings

Access your settings to customize your Ninety experience. 📖 Learn about billing information here.

Owner

✅

 Edit your individual user settings

✅

 Change your password

✅

 Edit preferences

✅

 Enable notifications

✅

 Explore integrations

✅

 Configure company settings (turn on or off various tool features)

✅

 Customize company branding (logo and colors)

✅

 Require multi-factor authentication (MFA)

✅

 Create teams

✅

 Customize tool and tool feature names

✅

 Edit default meeting agendas for the whole company

✅

 Edit billing information

✅

 Delete the company account
 
 

Admin

✅

 Edit your individual user settings

✅

 Change your password

✅

 Edit preferences

✅

 Enable notifications

✅

 Explore integrations

✅

 Configure company settings (turn on or off various tool features)

✅

 Customize company branding (logo and colors)

✅

 Require multi-factor authentication (MFA)

✅

 Create teams

✅

 Customize tool and tool feature names

✅

 Edit default meeting agendas for the whole company

✅

 Edit billing information

❌

 Delete the company account
 
 

Coach

✅

 Edit your individual user settings

✅

 Change your password

✅

 Edit preferences

✅

 Enable notifications

✅

 Explore integrations

✅

 Configure company settings (turn on or off various tool features)

✅

 Customize company branding (logo and colors)

✅

 Require multi-factor authentication (MFA)

✅

 Create teams

✅

 Customize tool and tool feature names

✅

 Edit default meeting agendas for the whole company

✅

 Edit billing information

❌

 Delete the company account
 
 

Manager

✅

 Edit your individual user settings

✅

 Change your password

✅

 Edit preferences

✅

 Enable notifications

✅

 Explore integrations

❌

 Configure company settings (turn on or off various tool features)

❌

 Customize company branding (logo and colors)

❌

 Require multi-factor authentication (MFA)

✅

 Create teams

❌

 Customize tool and tool feature names

❌

 Edit default meeting agendas for the whole company

❌

 Edit billing information

❌

 Delete the company account
 
 

Team Member

✅

 Edit your individual user settings

✅

 Change your password

✅

 Edit preferences

✅

 Enable notifications

✅

 Explore integrations

❌

 Configure company settings (turn on or off various tool features)

❌

 Customize company branding (logo and colors)

❌

 Require multi-factor authentication (MFA)

❌

 Create teams

❌

 Customize tool and tool feature names

❌

 Edit default meeting agendas for the whole company

❌

 Edit billing information

❌

 Delete the company account
 
 

Observer

✅

 Edit your individual user settings

✅

 Change your password

✅

 Edit preferences

❌

 Enable notifications

❌

 Explore integrations

❌

 Configure company settings (turn on or off various tool features)

❌

 Customize company branding (logo and colors)

❌

 Require multi-factor authentication (MFA)

❌

 Create teams

❌

 Customize tool and tool feature names

❌

 Edit default meeting agendas for the whole company

❌

 Edit billing information

❌

 Delete the company account
 
 

 

 

 

 

 

permissions user types privileges access roles owner admin manager managee team member observer coach permissions manager permissions

Related Articles