What Is Partner Hub?

Partner Hub is for coaches using Ninety with their clients. Use this tool to create templates, manage referrals, and set up clients. 

Managing Existing Clients

When viewing the Referred Companies section, users can view their existing clients, including the Business Operating System (BOS), Custom, or Shared Templates in use.

Manually Setting up a New Client

To create a company in Ninety for yourself or a client:

1. Click Partner Hub from the left navigation.
2. Click Referred Companies.
3. Click the New Company button on the top-right of the screen.
4. Fill out the required information.
5. Click Create Company.

Using a Referral Link to Set Up a New Client

To enable your primary referral link:

1. Click Referral Links.
2. Click the pencil icon.
3. Choose a Default Template from the dropdown.
4. Click Save.

Click Add Referral Link to create additional referral links for tracking purposes or using different templates.

BOS Templates, Custom Templates, and Shared Templates

Users are assigned BOS Templates as part of the coach onboarding process. To edit a BOS Template, you must make a Custom Template.

Create a Custom Template

There are two ways to create a custom template: Clone Template and Add Template.

To make a copy of an existing template:

1. Click one of the BOS Templates.
2. Click More Options.
3. Click Clone Template.
4. Write a name.
5. Click Clone.

 

To create a new template: 

1. Click Add Template.
2. Write a name.
3. Choose a BOS Template.
4. Click Add Template.

 

 

 

Shared Templates

If another coach shares a template with you, you can assign it to your clients or clone it to make changes. 

 

Sections of a Template

Each template has the following sections.

Configuration
When customizing, this section allows you to upload a logo, change the base BOS the template is based on, and alter the color palette by selecting the toggle and each color.

Language
This represents the language Ninety displays for your client. For more on configurable language, review this article.

Vision + Goals
This section represents how the Vision tool displays in Ninety. When customizing, the user can modify each section of the Vision and Goals.

Mastery
This section, if toggled on, enables the Mastery* tool for a company using this Custom Template.

Meetings
The names and agendas of meetings can be customized at the template level as well. Learn more about custom meetings.

Sharing (Custom Templates Only)
The sharing section allows users to share a template with others in their network. Do this by selecting Add Person to Share and entering their credentials.

 

 

Company Configurations Section

The Company Configurations section lists all your clients and their assigned template. This lets you make live changes to an existing client's Ninety account. If they're using a BOS or Shared Template, only the logo, company name, and color palette are editable. If they're using a Custom Template, the Configuration, Language, Vision + Goals, and Meetings sections are all editable.

Insights — Currently in Beta

Partner Hub Insights is designed to help you offer data-informed analysis to your clients. Here, you can view your clients' activity in Ninety and gauge opportunities for growth.

Client Insights Overview

To see the health of your clients at a glance, we’ve created the health score to show how successful users are:

• Completing To-Dos
• Keeping Rocks on track
• Rating their meetings
• Performing on their Scorecards
• Solving Issues

Partner Hub automatically updates each metric daily to keep you informed. Use this data to see how well your clients use Ninety’s tools and adopt the concepts you teach them.

Average Client Health Score

The Average Client Health Score section displays the health score average of all your clients using Ninety.

Client-Specific Health Scores

The Client-Specific Health Scores section has a dropdown menu of all your clients so you can see each company’s specific stats.

Frequently Asked Questions