User Roles and Permissions

How each user role can use our tools.

Written by Tommy Mains

Updated at September 14th, 2024

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