User Roles

Owner, Admin, Manager, Team Member, Observer, and Coach — what does each mean for permissions in your Ninety 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.

Covered in This Article

Note: If someone has the Observer* role, they can't have content assigned to them.

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:

Responsibilities Chart*

Process*

Vision*

Rocks*/To-Dos*/Issues*

Owner*

Edit

Edit

Edit

Create/View All Teams

Admin*

Edit

Edit

Edit

Create/View All Teams

Manager*

Edit

Edit

Edit Their team

Create/View Their Team

Team Member*

View

View

View

Create/View Their Team

Observer*

View

View

View

View Team

Coach*

Edit

Edit

Edit

Create/View Team

Assigning Roles to Existing Users

  1. Navigate to the Directory* in the main navigation.

  2. Click the Role drop-down

  3. Select which Role you'd like to assign to the User

Expanded Permissions for Each Role

Owner

By default, the person that creates the company is the owner of the company account and receives the related permissions.

  • The Owner* sees information from every team, even if they are not a team member.

  • They see billing information, receive billing notifications, and can update billing information.

Restrictions:

  • If they are not an active team member, they don't show up as a potential owner of any Team items (Rocks*, To-Dos*, Issues*).

Admin

  • The Owner* sees information from every team, even if they are not a team member.

  • They can see and update billing information.

Restrictions:

  • Cannot delete a company account

Manager

  • They can access and edit information for their teams.

  • They can create new teams and users for their team(s).

  • They see billing information

Restrictions:

  • Cannot view any 1-on-1* conversations other than their own

  • Cannot change billing information

  • Cannot change the role/teams of themselves, Owners*, Admins*, or other Managers*

Team Member

They can access and edit information for their team(s).

Restrictions:

  • Cannot perform any administrative tasks

  • Cannot edit the Vision*, Responsibilities* Chart, or Processes*

  • Cannot view any 1-on-1* conversations other than their own

  • Cannot create new KPIs*

  • Cannot access settings

Observer

They can view information related to their team(s).

Restrictions

  • Cannot be assigned items (such as Rocks*, To-Dos*, and Issues*)

  • Cannot edit anything

  • Cannot access settings

Note: Observers do NOT count toward your total number of users during billing. They are "Free Users" in your account. Every other user is calculated for billing after sending their invitation.

Coach

Business coaches usually hold this role. They can edit similarly to an Admin*.

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