User Roles and Permissions

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

Written by Tommy Mains

Updated at July 10th, 2024

+ More

Table of Contents

How Do Roles Work? Expanded Permissions for Each Role How Do I Know My User Role? Owner Admin Manager Team Member Observer Coach

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

Each section below details the basic functions of each tool. For each user role, there will be a “✅” or “❌” next to each tool function.

  • ✅ 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.

 

 

 

Owner

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

Read through the tabs below to find authorizations for each of Ninety's tools.

My 90

✅

 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
 
 

Data

Read more about this tool:

✅

 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

✅

 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

✅

 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

✅

 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

✅

 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
 
 

Headlines

✅

 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
 
 

Vision

✅

 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

✅

 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

✅

 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

✅

 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

✅

 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

✅

 Edit your own information

✅

 Delete a user

✅

 Reinvite a user
 
 

Mastery

✅

 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

✅

 Launch an assessment

✅

 End an assessment

✅

 Delete an assessment

✅

 Take an assessment

✅

 View results

✅

 Download report

✅

 Receive assessment results via email
 
 

Settings

✅

 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

Read through the tabs below to find authorizations for each of Ninety's tools.

My 90

✅

 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
 
 

Data

Read more about this tool:

✅

 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

✅

 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

✅

 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

✅

 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

✅

 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
 
 

Headlines

✅

 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
 
 

Vision

✅

 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

✅

 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

✅

 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

✅

 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

✅

 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

✅

 Edit your own information

✅

 Delete a user

✅

 Reinvite a user
 
 

Mastery

✅

 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

✅

 Launch an assessment

✅

 End an assessment

✅

 Delete an assessment

✅

 Take an assessment

✅

 View results

✅

 Download report

✅

 Receive assessment results via email
 
 

Settings

✅

 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

Read through the tabs below to find authorizations for each of Ninety's tools.

My 90

✅

 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
 
 

Data

Read more about this tool:

✅

 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

✅

 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

✅

 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

✅

 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

✅

 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
 
 

Headlines

✅

 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
 
 

Vision

❌

 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

✅

 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

✅

 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

✅

 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

✅

 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

✅

 Edit your own information

❌

 Delete a user

✅

 Reinvite a user
 
 

Mastery

❌

 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

✅

 Launch an assessment

✅

 End an assessment

✅

 Delete an assessment

✅

 Take an assessment

✅

 View results

✅

 Download report

✅

 Receive assessment results via email
 
 

Settings

✅

 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

Read through the tabs below to find authorizations for each of Ninety's tools.

My 90

✅

 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
 
 

Data

Read more about this tool:

❌

 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

✅

 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

✅

 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

✅

 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

✅

 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

✅

 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
 
 

Vision

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 
 
 

Org Chart

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
 
 

1-on-1

❌

 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

❌

 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

✅

 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

✅

 Edit your own information

❌

 Delete a user

❌

 Reinvite a user
 
 

Mastery

❌

 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

❌

 Launch an assessment

❌

 End an assessment

❌

 Delete an assessment

✅

 Take an assessment

❌

 View results

❌

 Download report

✅

 Receive assessment results via email
 
 

Settings

✅

 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

Read through the tabs below to find authorizations for each of Ninety's tools.

My 90

❌

 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
 
 

Data

Read more about this tool:

❌

 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

❌

 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

❌

 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

❌

 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

❌

 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

❌

 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
 
 

Vision

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 
 
 

Org Chart

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

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

❌

 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

❌

 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

✅

 Edit your own information

❌

 Delete a user

❌

 Reinvite a user
 
 

Mastery

❌

 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

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

✅

 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

If you have a Coach on your account, they can edit similarly to an Admin. Coaches cannot be assigned a Seat or the Org Chart nor can they own items such as KPIs or Rocks.

Read through the tabs below to find authorizations for each of Ninety's tools.

My 90

✅

 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
 
 

Data

Read more about this tool:

✅

 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

✅

 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

✅

 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

✅

 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

✅

 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
 
 

Headlines

✅

 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
 
 

Vision

✅

 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

✅

 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

✅

 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

✅

 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

✅

 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

✅

 Edit your own information

✅

 Delete a user

✅

 Reinvite a user
 
 

Mastery

✅

 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

✅

 Launch an assessment

✅

 End an assessment

✅

 Delete an assessment

✅

 Take an assessment

✅

 View results

✅

 Download report

✅

 Receive assessment results via email
 
 

Settings

✅

 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
 
 

 

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