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Amanda Barfield
amanda@ninety.io
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Invite Your Coach
Published August 1st, 2023 by Amanda Barfield
Inviting a Coach Only an Owner role can invite a coach to their Ninety account. You can also change any current user to a coach (more below). Navigate to the Directory on the left main navigation. Click Add People. Ensure Invite to Company is selected. Fill out the required information (First Name, Last Name, and Email). Choose the Coach Role on th
Display the Organization's Vision across All Teams
Published July 31st, 2023 by Amanda Barfield
Sharing the Vision The Leadership Team's Vision page has an option to Share Vision with All Teams. This function allows all teams to see the Leadership Team's Vision from their individual team page. Note: If a Vision section has been cascaded to all teams, it can't be edited by individual teams. For more on this tool, check out the 90u Library. V
Assessments Admin Page
Published December 28th, 2023 by Amanda Barfield
The Admin page within the Assessments Tool allows Admin and Owners the ability to create, start, track, and analyze assessments. The Admin page is company-wide, so you see all teams and their assessments. Accessing Assessments Tool Click Assessments from the main navigation menu Owner and Admin permission levels default to the Admin Page for quick
Issues Dashboard
Published July 31st, 2023 by Amanda Barfield
What is the Issues Dashboard? The Issues Dashboard is a tool used by teams to track how often Short-Term Issues are being solved. Total Tracked Issues for this team Total Issues Solved Last Meeting Total Issues Solved Today (in the current meeting), with an indicator showing the difference from the previous meeting Solve Rate percentage for the curr
Receiving Text and Email Notifications
Published August 1st, 2023 by Amanda Barfield
Reminder Methods There are two methods to receive reminders from Ninety.io — text or email. Email Reminders - a daily reminder of tasks Text Notifications - push notifications only when there is a To-Do or Rock due Email Reminders Emails can be sent daily at the time chosen through User Settings. Click Settings then Notifications to adjust this feat
Delete or Deactivate a User
Published August 1st, 2023 by Amanda Barfield
This article helps you understand two things, Deactivating a User: Removing someone as a user (taking away their login) but keeping them on the Directory so they can still be seen on the Org Chart. Deleting a User: Completely removing someone from your account so they no longer have a login and are not seen on the Directory. Both options ensure a pe
Add Ninety to a Phone's Home Screen
Published August 1st, 2023 by Amanda Barfield
Below are instructions for adding Ninety to an iPhone or Android home screen. These steps allow one-click access to Ninety's web-based platform so that it works just like an app. iPhone Open Safari Visit https://app.ninety.io/login and login to the account Click the bottom center Share button Choose Add to Home Screen Click Add Click on the icon to
Editing the Company's Vision
Published July 31st, 2023 by Amanda Barfield
Vision Overview Users with the Manager role and above can make edits to sections in the Vision tool. Only Owners and Admins can adjust the layout and sections that are visible through the Edit Layout option. Every Team Has a Vision All your teams in Ninety, except those designated as Project Teams, can craft their own Vision. Our default settings
Introduction to 1-on-1s
Published July 3rd, 2024 by Amanda Barfield
What are 1-on-1 Meetings? Once a quarter we schedule a special type of meeting, a 1-on-1 with a leader and a team member. The purpose of this meeting is to discuss the previous quarter. The team leader answers questions about the team member and the team member answers questions of their leader. This exercise builds trust between the two parties by
Updating your Email
Published August 1st, 2023 by Amanda Barfield
Changing your access email Log in (https://app.ninety.io/login) and visit My Account. On the right-hand side of the page, you see Account Details and Primary Email, use the pencil icon to update your email address. Once you select edit, verify your password. With that, you can enter the email you would like to use to access Ninety. A confirmation
Archiving Items
Published August 1st, 2023 by Amanda Barfield
What Is the Archive? Completed items are saved in your account's archive. To view your Archive, click the Archive toggle on the filters bar. Each team and each tool has its own archive. Archiving Items Follow these instructions to archive Headlines, Issues, Rocks, and To-Dos. To archive all completed items, click the double checkmark button on t
Introduction to Rocks
Published May 30th, 2024 by Amanda Barfield
What Are Rocks? Within Ninety, the Rocks tool helps you create projects to be completed within 90 days. These projects should propel the team forward and further align them with the company's overall goals and vision. For example, if one of your company's goals is to increase customer self-sufficiency, and you are on the Education Team, you could c
Google Task Integration
Published January 8th, 2024 by Amanda Barfield
Integrating Ninety To-Dos with Google When you setup the Google Task integration with Ninety, all your To-Dos display on your Google task list. All updates you make to your To-Dos within Ninety will be updated on your Google page as well. When you mark a to-do complete, it marks off your Google task, and visa versa; you can complete your Google task
Introduction to Issues
Published July 1st, 2024 by Amanda Barfield
What are Issues? Issues are the problems, obstacles, ideas, or opportunities to discuss and solve as a team. Fully resolving an Issue could include creating a To-Do for a team member, setting up a meeting, or deciding no more discussion or additional action is necessary. For example, you could create an Issue to introduce a new team member. No furt
Exporting Your Data
Published August 3rd, 2023 by Amanda Barfield
Several of our tools include options to export your data as a PDF or an XLSX spreadsheet. Exporting to PDF You can download a PDF from any of the following tools using the PDF button on the far right of the filters bar. Data Headlines Issues Process Rocks To-Dos Vision Printing a Meeting Agenda Click Meetings from the left navigation. Choose a tea
Using the Org Chart
Published July 31st, 2023 by Amanda Barfield
Overview Take a look at this video for an overview of the Org Chart. For more on this tool, check out the following resources from the 90u Library. Org Chart Tool Brief Organizational Structure Guide Default Org Chart The Org Chart comes with five pre-filled Seats — Visionary, Operator, Sales/Marketing, Operations, and Finance. These Seats are c
Using Assessments Tool
Published December 28th, 2023 by Amanda Barfield
The Assessments Tool allows teams to help engage by providing a trackable way to provide meaningful feedback. The Assessments Page displays two different tabs based on permissions. Users that have Admin or Owner level permissions can see the Admin page where they can create and start assessments. All other permission levels only see the My Assessmen
Introduction to Headlines
Published July 2nd, 2024 by Amanda Barfield
What are Headlines? Headlines are pieces of information to be shared with the whole team, or multiple teams, that don't necessarily warrant a discussion. For example, if your company's HR team is changing a process, they could announce this as a headline. Some teams may just read the headline, and check it off. If your team wants to discuss the he
What is Henryx? (Text-Messaging Actions)
Published August 1st, 2023 by Amanda Barfield
What is Henryx? Henryx is Ninety's texting service and future Mentor Bot. Users can connect their phone number and begin texting with Henryx to add or retrieve content from their Ninety account. Henryx knows when a user is on multiple teams. When these users add an Issue, Henryx asks which team to add it to. If a user works with multiple companies,
Edit Org Chart Seats
Published July 31st, 2023 by Amanda Barfield
Customize the Seats on Each Level Configuring our software to meet any organization's needs is one of our highest priorities. Follow these steps to add control to the Org Chart. Click the edit icon (pencil) to, Change the Seat Name (a position's title) Drag and drop Roles & Responsibilities (R&R) into a different order using the drag handle
Mastery: The Concepts, Tools, and Disciplines behind Ninety
Published July 31st, 2023 by Amanda Barfield
Video Overview Not sure exactly how to use the Mastery tool in Ninety? Watch the video below for a click-through of the options and use cases. For more detailed instructions, continue reading and following the steps in this article. What Is Mastery, and When Is a CTD "Mastered"? The Mastery tool (similar to the EOS Toolbox™ or Climbing Tools) includ
Roles vs. Responsibilities
Published July 31st, 2023 by Amanda Barfield
The Org Chart On the Org Chart, each seat has Roles and Responsibilities that can be tied to KPIs. What is the difference between a Role and a Responsibility? A Role defines your position, and a Responsibility defines its functions. Depending on your BOS, the Org Chart may also be called the The Accountability Chart™. Role Roles are the functions o
1-on-1 Meetings: Quarterly and Annual Discussions
Published July 31st, 2023 by Amanda Barfield
Quarterly and Annual Discussion Within the 1-on-1 tool in Ninety, Managers can initiate Quarterly and Annual Discussions that help prepare both the Manager and the Team Member for a 1-on-1 meeting. It's not a performance review; it's a conversation. It's an opportunity to share what's working and what's not. Watch this video for an overview. In Nine
Creating To-Dos
Published January 5th, 2024 by Amanda Barfield
Overview and Types of To-Dos Creating To-Dos in Ninety allows you to keep track of tasks or items that need to be completed by you or your team. There are two types of To-Dos: Team and Private. Each type of To-Do gives you the option to make it a repeating To-Do, saving you time by automatically creating the To-Do at your chosen cadence. Team To-Do
Multi-factor Authentication and SSO
Published August 1st, 2023 by Amanda Barfield
What is MFA? Multi-factor Authentication (MFA) is an authentication method that requires you to provide two verification factors to gain access to Ninety. That means logging in with an email sends a verification code via text to enter into Ninety login. Company Required MFA An Owner*/Admin* can require all users to use MFA. To do this, Visit Setting
Foundation Session
Published August 1st, 2023 by Amanda Barfield
The Foundation Session The Foundation Session is a critical step toward establishing a Business Operation System (BOS) to build a great company. What Is Ninety? Ninety is a BOS platform that offers whole company tools to help optimize running meetings, managing accountability, communicating the company Vision, and more. Create a Ninety Account Befor
Multiple People in the Same Seat
Published July 31st, 2023 by Amanda Barfield
Why Have Multiple People in the Same Seat? With a large organization, you may have members of your team that have the same Roles and Responsibilities. Example: You have 15 sales representatives who all have the same Roles and Responsibilities. You can have one Seat and add each of their names to it. Adding Multiple People to a Single Seat Navigate
Customize Your Organization's Branding
Published August 1st, 2023 by Amanda Barfield
Accessing the Configuration Settings Only users with Owner, Admin, and Manager roles can access the company settings page. Click on your profile row at the very bottom of the main navigation bar. Click Company Settings Click Configuration. Updating Your Organization's Colors and Logo Custom Colors Toggle on Custom Colors Click the colored squar
Archiving the Vision
Published July 31st, 2023 by Amanda Barfield
Archive During a Quarterly Planning Meeting When you run a Quarterly Meeting, a copy of your Vision is automatically saved, or you can manually save it by selecting Archive a copy of this Vision. All text you have entered along with Issues, Rocks, and Goals are saved and stored in the View Archived Visions section. Viewing Archived Visions In th
Ninety Glossary
Published June 19th, 2023 by Amanda Barfield
This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All 9 A B C D F G H I K L M O P R S T U V W 9 Core Competencies The nine areas businesses need to master to build a great company. The 9 Core Competencies are Vision, Customer, Goals, Pe
Being a User in Multiple Accounts and How to Create Them
Published August 1st, 2023 by Amanda Barfield
Being Added to a New Company To be added to a new company, send the Owner or Admin of the account these instructions. The terms "Account" and "Company" can be used interchangeably in Ninety. A new or separate account has unique data and users, so no information is transferred between the two accounts. Even billing is done separately. How to Create a
Introduction to To-Dos
Published July 1st, 2024 by Amanda Barfield
What are To-Dos? To-Dos are generally seven-day action items. When creating a To-Do in your team, assign a due date (default is 7 days), an owner, and add a description to ensure the team member understands what completing the To-Do looks like. For example, To-Dos can be reminders to schedule meetings, to look into an oddity found on a KPI, or anyth
Directory Breakdown
Published August 1st, 2023 by Amanda Barfield
Directory Team Affiliation Icons When an individual is added to the Directory page, an icon displays near their team affiliation(s) stating either "activate", "invite", "re-invite". Activate The "Activate" icon displays next to the names of people who have been added to the directory but are not an active or paid user in the account. You can, Add th
Assigning an Issue to Another Team
Published August 1st, 2023 by Amanda Barfield
Sending an Issue To send an Issue to another team during a meeting of from the Issue's tool: Click the Issue's title to open the details card. Press the arrow by the originating team's name. Choose the new team from the popup menu. Once delegated, the sending team can create To-Dos and update the description, but they cannot solve, archive, or del
Configurable Language
Published July 31st, 2023 by Amanda Barfield
Configurable Language Settings Ninety allows an organization's Admin to customize standard terms as they appear through the tools. For example, if a group refers to To-Dos as Action Items, a user can update Ninety's settings to replace the term's appearance across the platform. To configure your organization's language: Click your name from the bott
Private To-Dos
Published July 31st, 2023 by Amanda Barfield
What Is a Private To-Do? A private To-Do is a task to complete that doesn't correspond to any of your teams. The team doesn't need to track its progress or discuss it in meetings. These can be things for day-to-day work or private tasks like, "Do the laundry." Private To-Dos show up on both the My 90 page and To-Dos page. The My 90 page allows you t
Currently in Beta at Ninety
Published July 31st, 2023 by Amanda Barfield
Joining Beta Ninety's Beta Program is open for any user to join and provides access to the most recent features to test in Ninety. The Ninety Product Team sends an email to all users or pushes an in-app message when new features are released. To join, click below or contact your client success team through chat or email. Beta enrollment can take up
Reset Your Password
Published August 1st, 2023 by Amanda Barfield
Can't log in? Don't worry; follow these four quick steps. Step 1: Visit app.ninety.io/login. Step 2: Select "Forgot password" and enter your email in all lowercase. Step 3: Check your email and follow the link. Step 4: After clicking the link, enter a new password. You are automatically logged in and can use the password you created next time you ne
Fit Check
Published July 31st, 2023 by Amanda Barfield
Where is the Fit Check? Visit the 1-on-1 page in the main navigation to use the Fit Check. Fit Check is Ninety's version of the People Analyzer. What is a Fit Check? This feature allows you to conduct a one-way review on anyone in your Directory who is assigned an Org Chart seat. Use this to do a quick Core Values and Competency, Commitment, and Cap
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