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 the corresponding dropdown menu.
Click the Invite to Company button at the bottom of the pop-up menu.
Selecting the Implementer role grays out the Teams field because that role has access to all teams.
Coach Permissions in Ninety
The Coach role has similar access to Admins.
Here is a summary of their permissions:
Edit all teams
Invite users
Control Billing (adding a credit card and updating subscriptions)
Add/Create any content
Start meetings
View Feedback Discussions
However, Implementers cannot be assigned content (Rocks, To-Dos, Issues, and so on).
Permission Details for Each Tool
Data
Edit existing KPIs
Adjust goals of KPIs
Add notes to KPIs
Access Scorecard settings
Rocks
Create Rocks
Archive Rocks
Archive all completed Rocks
View Rock archive
Delete a Rock
To-Dos
Create a To-Do
Archive a To-Do
Archive all completed To-Dos
View To-Dos archive
Delete a To-Do
Issues
Create an Issue
Archive an Issue
Archive all completed Issues
View Issues archive
Delete an Issue
Meetings
Start a meeting
Join a meeting
Access meetings settings
Create a Headline
Create a Cascading Message
Print meeting agendas
Create a custom meeting agenda
Vision
Edit Leadership Team's Vision
View any team's Vision
View archived Visions
Archive Visions
View Leadership Team's Vision
Edit Vision settings
View Vision settings
Org Chart
Add a Seat
Delete an existing Seat
Edit an existing Seat
Clone a Seat
Show/hide Visionary Seat
Move Seats around the chart
Edit draft charts
1-on-1
Create a 1-on-1 Discussion
Delete a 1-on-1 Discussion
View all company 1-on-1 Discussions
View their completed 1-on-1 Discussions
View 1-on-1 Discussion settings
Process
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
Directory
View all teams
Update any user's role
Add a user to any team
Add a user to a shared team
Invite a new user to join the company
Edit any user's information
Delete a user
Reinvite a user
Mastery
Confirm mastery of a tool
Edit toolbox layout
Add a new resource
Edit a resource
Delete a resource
Archive a resource
View resource archive
Reset all resources to BOS default
Delete all resources
Surveys
Launch a Survey
End a Survey
Delete a Survey
Take a Survey
View a Survey's results
Download a report
Receive Survey results via email
Settings
Access all User settings
Add yourself to any team
View all teams
Access the configurations tab
Change company language (Our Language)
Access the Meetings tab
View billing details
Edit billing details
Create a new company
Toggle add-ons
Updating an Existing User to Coach
Navigate to the Directory on the left main navigation.
Find the person in your Directory to become your Coach.
Click on their current role in the Role column.
Click on Coach from the dropdown menu.
Note: Once someone has the Implementer role, they cannot be assigned to any teams and will be removed from any teams they were on previously. Their role gives them access to view and edit all teams on your account.