All Collections
Setting Up Your Account
How to Invite a Coach or Implementer to Ninety
How to Invite a Coach or Implementer to Ninety

Add your coach or any advisor as a free user that has complete access to edit and view your full account.

Christine Watts avatar
Written by Christine Watts
Updated over a week ago

Terms that appear with an asterisk (*) are configurable and may differ from your Ninety. Explore our glossary of terms.

Inviting a Coach or Implementer

Only an Owner* role can invite a coach or implementer to the Ninety account. You can also change any current user to a Coach.

Step 1. In the sidebar, navigate to Directory* and click Add Person.

Step 2. Toggle to Add to Company and choose the Coach* role.

Selecting the Coach* role grays out the Teams field because that role has access to all teams. While a Coach has access to all teams, they can't be assigned any content.

What if the Coach or Implementer is already in the Directory?

If they are already in the company's Directory*, select their name in the list, and select Coach* from the dropdown list of Roles. This menu is only available to users with the role of Owner*. Changing a user to a Coach*,

  • Gives them full edit access over teams

  • Gives them full access to invite users

  • Prevents them from being assigned any content (this includes everything: KPIs*, Rocks*, Processes*, and so on)

  • Allows them to control Billing (adding a credit card and updating subscriptions)

  • Authorizes them to add or create content, including running meetings and viewing 1-on-1* Discussions (like the Owner* role)

Tip: Once turned on, the Teams and Role fields next to their name will no longer be visible.

If the Coach* already has an account, they can log in to their existing account to navigate to the company. If they don't have an account yet, they will receive an email inviting them to Ninety.

Related articles

Did this answer your question?