# Ninety Help Center

> Answers, guides, and tips to help you thrive.

## Getting Started

- [Welcome to Ninety: Everything You Need to Know](https://help.ninety.io/en/articles/14305962-welcome-to-ninety-everything-you-need-to-know.md): Learn the proven ways to get started with Ninety, optimize your trial, and improve performance immediately.
- [How to Schedule a Demo with Ninety](https://help.ninety.io/en/articles/14305969-how-to-schedule-a-demo-with-ninety.md): Discover how to connect with one of our onboarding specialists to see if Ninety is a good fit for your organization.
- [Starting a New Account](https://help.ninety.io/en/articles/15385107-starting-a-new-account.md): Learn how to create a new company account with Ninety.
- [Using Partner Hub for Coaches and Partners](https://help.ninety.io/en/articles/15548650-using-partner-hub-for-coaches-and-partners.md): Partner Hub is your central tool for onboarding clients, customizing templates, managing referral links, and tracking referred companies.
- [Transferring and Uploading Your Existing Data to Ninety](https://help.ninety.io/en/articles/14305974-transferring-and-uploading-your-existing-data-to-ninety.md): Learn how to easily upload content and data quickly and efficiently.
- [Expanding Ninety Beyond Your Leadership Team: A Company-Wide Rollout Guide](https://help.ninety.io/en/articles/14305979-expanding-ninety-beyond-your-leadership-team-a-company-wide-rollout-guide.md): Discover how to successfully implement a company-wide rollout, ensuring smooth and efficient deployment of new policies, technologies, or initiatives throughout your organization.
- [Archiving Items](https://help.ninety.io/en/articles/14305983-archiving-items.md): Learn about the archive and how to archive completed Headlines, Issues, Rocks, and To-Dos.
- [Editing Items](https://help.ninety.io/en/articles/14305984-editing-items.md): Any licensed user can update the details of a Rock, To-Do, Issue, or Headline at any time — directly from the tool or during a meeting.
- [Linking Items](https://help.ninety.io/en/articles/14305986-linking-items.md): Add links between items in Ninety — such as Rocks, Milestones, Issues, To-Dos, and Headlines.
- [Using Partner Hub for Coaches, Implementers, and Partners](https://help.ninety.io/en/articles/13622091-using-partner-hub-for-coaches-implementers-and-partners.md): Partner Hub is your central tool for onboarding clients, customizing templates, managing referral links, and tracking referred companies.

## Core Ninety Tools

- [Introduction to the Data Tool](https://help.ninety.io/en/articles/14306021-introduction-to-the-data-tool.md): Ninety's Data tool is where your team builds, tracks, and reviews the KPIs that tell you whether your organization is healthy and on track.
- [Scorecard Color Accessibility Preferences](https://help.ninety.io/en/articles/15773332-scorecard-color-accessibility-preferences.md): Choose how on-track and off-track colors appear in your Scorecard cells in the Data tool, including a color-blind–accessible Red-Only mode, from your User Settings.
- [Creating Formula-Based KPIs](https://help.ninety.io/en/articles/14306029-creating-formula-based-kpis.md): Use the Formula Builder to automatically calculate a KPI's score using other KPIs as variables — no manual data entry required.
- [Creating and Updating KPIs](https://help.ninety.io/en/articles/14306031-creating-and-updating-kpis.md): Add new metrics to your team's Scorecard, choose the right unit type, and update KPI details as your team's needs change.
- [The KPI Manager](https://help.ninety.io/en/articles/14306034-the-kpi-manager.md): Manage all your organization's KPIs from one centralized tool.
- [Navigating the Data Tool](https://help.ninety.io/en/articles/14306035-navigating-the-data-tool.md): How to navigate your way around Ninety's Data tool.
- [Organizing Scorecards with Groups](https://help.ninety.io/en/articles/14306036-organizing-scorecards-with-groups.md): Learn how to effectively organize and utilize scorecards groups for improved efficiency and productivity.
- [Customizing Your Team's Scorecards with Settings](https://help.ninety.io/en/articles/14306037-customizing-your-team-s-scorecards-with-settings.md): Personalize your team's scorecards using settings to better track performance and achieve organizational goals.
- [Performing Bulk Actions in the Data Tool](https://help.ninety.io/en/articles/14306043-performing-bulk-actions-in-the-data-tool.md): Select one or more KPI to move, duplicate, or remove them at once — or paste data from a spreadsheet directly into your Scorecard.
- [Setting Custom Goals and Forecasting in the Data Tool](https://help.ninety.io/en/articles/14306048-setting-custom-goals-and-forecasting-in-the-data-tool.md): Adjust a KPI's target for a single period, change it permanently going forward, or enter projected values for future reporting periods.
- [Removing and Deleting KPIs](https://help.ninety.io/en/articles/14306051-removing-and-deleting-kpis.md): Understand the difference between removing a KPI from a Data Scorecard and deleting it permanently — and how to clean up KPIs your team no longer needs.
- [Printing and Exporting Scorecards](https://help.ninety.io/en/articles/14306054-printing-and-exporting-scorecards.md): Export any team's Scorecard as a PDF or spreadsheet using your current view settings, then print or share as needed.
- [Recovering Deleted KPIs and Groups](https://help.ninety.io/en/articles/14306057-recovering-deleted-kpis-and-groups.md): What to do immediately after accidentally deleting a Data Scorecard group or removing a KPI, and how to avoid losing data you can't get back.
- [Scorecard Permissions Explained: Who Can Create, Edit, and View Your KPIs](https://help.ninety.io/en/articles/14306068-scorecard-permissions-explained-who-can-create-edit-and-view-your-kpis.md): A role-by-role breakdown of who can build, update, and manage KPIs in Ninety, and what to expect when roles change.
- [Sharing and Duplicating KPIs](https://help.ninety.io/en/articles/14306069-sharing-and-duplicating-kpis.md): Understand when shared KPIs keep data in sync vs. when independent copies are the right call, and how to set up each.
- [Using Trends View to Analyze KPI Performance](https://help.ninety.io/en/articles/15453606-using-trends-view-to-analyze-kpi-performance.md): Scan KPI performance across teams and time periods in a read-only view built for meetings and between-meeting review.
- [Introduction to the Rocks Tool](https://help.ninety.io/en/articles/14306075-introduction-to-the-rocks-tool.md): Rocks are the 90-day priorities that keep you on track to advancing your company forward every quarter. Here's how Ninety's Rocks tool helps your teams set, track, and complete your quarterly goals.
- [Making Rocks SMART](https://help.ninety.io/en/articles/15505854-making-rocks-smart.md): Make Rocks SMART with detailed descriptions and add Milestones to track progress across customized timelines.
- [Types of Rocks: Company, Departmental, and Individual](https://help.ninety.io/en/articles/15548445-types-of-rocks-company-departmental-and-individual.md): How Rock designations work, where each type appears on the Rocks page, and why a Rock sometimes shows up in more than one place.
- [Exporting Rocks to a Spreadsheet](https://help.ninety.io/en/articles/15548447-exporting-rocks-to-a-spreadsheet.md): Learn how to export your team's Rocks to a spreadsheet.
- [Recovering Deleted Rocks](https://help.ninety.io/en/articles/15556214-recovering-deleted-rocks.md): Restore a deleted Rock, or permanently remove it, from your team's Trash within 90 days of deletion.
- [Navigating the Rocks Page](https://help.ninety.io/en/articles/14306079-navigating-the-rocks-page.md): A guide to the Rocks page views, filters, layout, and how to find Rocks when something looks off.
- [Creating and Setting Up Rocks](https://help.ninety.io/en/articles/14306080-creating-and-setting-up-rocks.md): Everything you need to know to add a new Rock, customize its details, and set it up for a successful quarter.
- [Using the Planning Board to Plan Rocks Across Quarters](https://help.ninety.io/en/articles/14306087-using-the-planning-board-to-plan-rocks-across-quarters.md): Use the Planning Board to plan Rocks across multiple quarters, align initiatives to long-term goals, and keep your team coordinated beyond the current 90 days.
- [Duplicating Rocks](https://help.ninety.io/en/articles/14306090-duplicating-rocks.md): Start from an existing Rock to create a related but independent copy, useful for rolling out the same goal to multiple team members or tracking connected priorities separately.
- [Archiving and Deleting Rocks](https://help.ninety.io/en/articles/14306091-archiving-and-deleting-rocks.md): A quick guide to archiving and deleting your team's Rocks on Ninety.
- [Receiving Notifications for Rock Updates](https://help.ninety.io/en/articles/14306094-receiving-notifications-for-rock-updates.md): Set up email and text reminders to stay informed about upcoming Rocks.
- [Printing and Exporting Rocks to PDF](https://help.ninety.io/en/articles/14306095-printing-and-exporting-rocks-to-pdf.md): Learn how to efficiently print and export documents as PDFs.
- [Sharing Rocks Across Multiple Teams](https://help.ninety.io/en/articles/14306098-sharing-rocks-across-multiple-teams.md): Share a single Rock with multiple teams so every group that has a stake in it can track progress from their own Rocks page, without creating duplicate records.
- [Adding Milestones to Your Rocks](https://help.ninety.io/en/articles/14306100-adding-milestones-to-your-rocks.md): Break your Rocks into smaller, trackable steps with milestones — and optionally convert overdue milestones into To-Dos automatically.
- [Assigning Rock Ownership](https://help.ninety.io/en/articles/14306102-assigning-rock-ownership.md): Each Rock should have one accountable owner. Here's how to assign ownership when creating a Rock, change it when responsibilities shift, and understand how assignment affects where the Rock appears.
- [Exporting Rocks to a Spreadsheet](https://help.ninety.io/en/articles/14442542-exporting-rocks-to-a-spreadsheet.md): Learn how to export your team's Rocks to a spreadsheet.
- [Types of Rocks: Company, Departmental, and Individual](https://help.ninety.io/en/articles/14442772-types-of-rocks-company-departmental-and-individual.md): How Rock designations work, where each type appears on the Rocks page, and why a Rock sometimes shows up in more than one place.
- [Editing and Updating Rocks](https://help.ninety.io/en/articles/15440528-editing-and-updating-rocks.md): Update a Rock's title, owner, status, due date, milestones, and more — all from the details panel, with changes saved automatically.
- [Recovering Deleted To-Dos](https://help.ninety.io/en/articles/15712987-recovering-deleted-to-dos.md): Restore or permanently remove deleted Team To-Dos from your team's Trash within 90 days.
- [Introduction to the To-Dos Tool](https://help.ninety.io/en/articles/14306106-introduction-to-the-to-dos-tool.md): Assign, track, and complete the action items that keep your team moving forward between weekly meetings.
- [Creating To-Dos](https://help.ninety.io/en/articles/14306107-creating-to-dos.md): Learn how to create team and private To-Dos in Ninety using the Create button, My 90 workspace, or the To-Dos tool.
- [Private To-Dos](https://help.ninety.io/en/articles/14306111-private-to-dos.md): Create and manage a personalized to-do list to help you stay organized and on top of your tasks.
- [Printing To-Dos and Exporting to PDF](https://help.ninety.io/en/articles/14306112-printing-to-dos-and-exporting-to-pdf.md): Print team, archived, and private To-Do lists.
- [Navigating the To-Dos Tool](https://help.ninety.io/en/articles/14306116-navigating-the-to-dos-tool.md): Sort, filter, and make your way around the To-Dos tool in Ninety.
- [Editing To-Dos](https://help.ninety.io/en/articles/14306118-editing-to-dos.md): Update a To-Do's details, re-assign an action item to another user, and more.
- [Archiving and Deleting To-Dos](https://help.ninety.io/en/articles/14306119-archiving-and-deleting-to-dos.md): Remove completed or unnecessary action items from your To-Dos list in Ninety.
- [Upgrade Accountability with Agreements-Based Team To-Dos](https://help.ninety.io/en/articles/14306125-upgrade-accountability-with-agreements-based-team-to-dos.md): How to turn on and benefit from the agreements-based setting in Ninety.
- [Exporting To-Dos to a Spreadsheet](https://help.ninety.io/en/articles/14306128-exporting-to-dos-to-a-spreadsheet.md): Export your Team or Private To-Dos to a spreadsheet.
- [Receiving Notifications for To-Dos](https://help.ninety.io/en/articles/14306131-receiving-notifications-for-to-dos.md): Set up reminders for your upcoming To-Dos.
- [Introduction to the Issues Tool](https://help.ninety.io/en/articles/14306134-introduction-to-the-issues-tool.md): The Issues tool is where every team captures, prioritizes, and resolves the obstacles, ideas, and opportunities standing between them and their goals.
- [Archiving and Deleting Issues](https://help.ninety.io/en/articles/15505853-archiving-and-deleting-issues.md): Learn how to archive or delete your team's Issues.
- [Recovering Deleted Issues](https://help.ninety.io/en/articles/15694479-recovering-deleted-issues.md): Restore a deleted Issue, or permanently remove it, from your team's Trash within 90 days of deletion.
- [Ranking and Prioritizing Issues](https://help.ninety.io/en/articles/14306144-ranking-and-prioritizing-issues.md): Learn how to prioritize the Issues you want to Raise, Discuss, and Resolve.
- [Sending and Receiving Issues Between Teams](https://help.ninety.io/en/articles/14306185-sending-and-receiving-issues-between-teams.md): When an Issue needs another team's input, Ninety lets you send it across teams and recall it if needed.
- [The Issues Dashboard](https://help.ninety.io/en/articles/14306195-the-issues-dashboard.md): Compare to the previous meeting's Issues solved metrics and your team's solve rate goal.
- [Creating Issues](https://help.ninety.io/en/articles/14306204-creating-issues.md): How to add Issues to your short- and long-term lists.
- [Navigating the Issues Tool](https://help.ninety.io/en/articles/14306215-navigating-the-issues-tool.md): Learn how to filter, sort, and navigate your team's Issues in Ninety to stay focused on what matters most.
- [Customizing Your Issues Tool Through Settings](https://help.ninety.io/en/articles/14306224-customizing-your-issues-tool-through-settings.md): Personalize your company's Issues tool to fit how you operate.
- [Exporting Issues to a Spreadsheet](https://help.ninety.io/en/articles/14306235-exporting-issues-to-a-spreadsheet.md): Export your team's short- and long-term Issues to a spreadsheet.
- [Printing and Exporting Issues to PDF](https://help.ninety.io/en/articles/14306239-printing-and-exporting-issues-to-pdf.md): How to efficiently print and export documents as PDFs.
- [Receiving Notifications for Issues](https://help.ninety.io/en/articles/14306240-receiving-notifications-for-issues.md): Set up email and text reminders to stay informed about your team's Issues.
- [Viewing the Activity History of Your Issues](https://help.ninety.io/en/articles/15465539-viewing-the-activity-history-of-your-issues.md): Each Issue in Ninety keeps a running history of who took action on it and when, so your team can track every change from creation to resolution.
- [Editing Issues](https://help.ninety.io/en/articles/14306244-editing-issues.md): How to edit and add context to your Issues to prepare to discuss and resolve them.
- [Introduction to the Meetings Tool](https://help.ninety.io/en/articles/14306263-introduction-to-the-meetings-tool.md)
- [Scheduling Meetings](https://help.ninety.io/en/articles/14306274-scheduling-meetings.md): How to schedule your future meetings and assign presenters.
- [Weekly Team Meetings, Powered by Ninety](https://help.ninety.io/en/articles/14306290-weekly-team-meetings-powered-by-ninety.md)
- [Quarterly Planning Meetings, Powered by Ninety](https://help.ninety.io/en/articles/14306301-quarterly-planning-meetings-powered-by-ninety.md): Run, prepare for, and customize your team's quarterly planning meeting in Ninety — and learn what each agenda segment, including Mastery, is for.
- [Annual Planning Meetings, Powered by Ninety](https://help.ninety.io/en/articles/14306312-annual-planning-meetings-powered-by-ninety.md)
- [Creating and Customizing Meeting Agendas](https://help.ninety.io/en/articles/14306330-creating-and-customizing-meeting-agendas.md): Learn how to create a new meeting type, rearrange or add agenda items, choose a new time frame for sections, and more to customize team meetings.
- [Printing Meeting Agendas](https://help.ninety.io/en/articles/14306336-printing-meeting-agendas.md): A quick guide on printing meeting agendas from Ninety's Meetings tool.
- [Meeting Recap Email Notifications](https://help.ninety.io/en/articles/14306338-meeting-recap-email-notifications.md): Manage meeting recap email notifications by selectively opting out of specific meeting summaries.
- [When to Use the Tangent Button](https://help.ninety.io/en/articles/14306339-when-to-use-the-tangent-button.md): Keep meetings focused and productive by alerting your team when conversations drift off track.
- [Running the Segue Section in Your Meeting](https://help.ninety.io/en/articles/14741405-running-the-segue-section-in-your-meeting.md): Track who's joined your meeting, customize the Segue prompt, and cycle through speakers so every team member gets a chance to share.
- [Default Meeting Agendas](https://help.ninety.io/en/articles/15482252-default-meeting-agendas.md): Take a look at the default, time-tested meeting agendas used by thousands of teams on Ninety.
- [Meetings Tool Basics](https://help.ninety.io/en/articles/15483143-meetings-tool-basics.md): How to start, join, and complete meetings Ninety — learn the basics of our most-used tool.
- [Introduction to the Headlines Tool](https://help.ninety.io/en/articles/14306345-introduction-to-the-headlines-tool.md): Keep your team informed with short, shareable announcements that don't need a discussion; and cascade key messages across your organization between meetings.
- [Recovering Deleted Headlines](https://help.ninety.io/en/articles/15694563-recovering-deleted-headlines.md): Restore a deleted Headline or Cascading Message, or permanently remove it, from your team's Trash within 90 days of deletion.
- [Creating and Editing Headlines](https://help.ninety.io/en/articles/14306349-creating-and-editing-headlines.md): Share updates with your team during weekly meetings.
- [Archiving and Deleting Headlines](https://help.ninety.io/en/articles/14306350-archiving-and-deleting-headlines.md): Learn how to archive or delete Headlines and Cascading Messages in the Headlines tool.
- [Headlines in Meetings](https://help.ninety.io/en/articles/14306352-headlines-in-meetings.md): Best practices for using Headlines as an agenda item in your meetings.
- [Cascaded Messages Guide](https://help.ninety.io/en/articles/14306354-cascaded-messages-guide.md): How to use the Cascading Messages feature to share Headlines with other teams or the whole organization.
- [Printing Headlines and Exporting to PDF](https://help.ninety.io/en/articles/14306356-printing-headlines-and-exporting-to-pdf.md): Export your Headlines to PDF to save or print them.
- [Exporting Headlines to Spreadsheets](https://help.ninety.io/en/articles/14306358-exporting-headlines-to-spreadsheets.md): Export a team's Headlines and Cascading Messages to a spreadsheet.
- [Introduction to the Vision Tool](https://help.ninety.io/en/articles/14306361-introduction-to-the-vision-tool.md): How our Vision tool helps you document a clear and compelling Vision to align your teams.
- [Navigating the Vision Tool](https://help.ninety.io/en/articles/14306363-navigating-the-vision-tool.md): How to find the information you need in your team or company's Vision documentation.
- [Documenting Your Company or Team Vision](https://help.ninety.io/en/articles/14306367-documenting-your-company-or-team-vision.md): How to use the Vision tool to document your company or team's Core Values, Purpose, Niche, Marketing Strategy, and more.
- [Creating and Documenting Goals on the Strategy Page](https://help.ninety.io/en/articles/14306368-creating-and-documenting-goals-on-the-strategy-page.md): How to create, document, and track your team or company's long-term goals on the Vision tool's Strategy page.
- [Record Your Team's SWOT Analysis](https://help.ninety.io/en/articles/14306374-record-your-team-s-swot-analysis.md): How to perform and document your team's SWOT analysis with the Vision tool.
- [Exporting a Quarterly Report](https://help.ninety.io/en/articles/14306376-exporting-a-quarterly-report.md): How to export a quarterly report for your team to review during a quarterly or annual meeting.
- [Printing and Exporting Your Vision to PDF](https://help.ninety.io/en/articles/14306380-printing-and-exporting-your-vision-to-pdf.md): Learn how to export the pages of your Vision tool to a printable PDF.
- [Archiving the Vision](https://help.ninety.io/en/articles/14306383-archiving-the-vision.md): Save your current version of the Vision to access and review in future quarters.
- [Custom Vision Feature](https://help.ninety.io/en/articles/14306386-custom-vision-feature.md): A simple guide to curate a Vision tool that works for you through the custom Vision feature.
- [Display the Organization's Vision Across All Teams](https://help.ninety.io/en/articles/14306388-display-the-organization-s-vision-across-all-teams.md): Share the leadership team's Vision with all teams while keeping long-term Issues private unless made public.

## Maz, Ninety's AI Companion

- [Introduction to Maz](https://help.ninety.io/en/articles/15537613-introduction-to-maz.md): A technical overview of Maz, Ninety's AI companion.
- [Viewing and Continuing Past Maz Chats](https://help.ninety.io/en/articles/16098637-viewing-and-continuing-past-maz-chats.md): Reopen, search, and continue your previous Maz conversations from the History tab in the Maz panel.
- [Ask Maz: Instant Insights from Your Ninety Data](https://help.ninety.io/en/articles/15525234-ask-maz-instant-insights-from-your-ninety-data.md): Get AI-powered insights on your work. Ask questions, explore data, and discover what matters most.
- [Creating and Refining Seats with AI-Assistance from Maz](https://help.ninety.io/en/articles/15537597-creating-and-refining-seats-with-ai-assistance-from-maz.md): Use Maz, Ninety's AI companion, to create and refine outcome-based Seats on your Org Chart through a guided conversation.
- [Creating and Refining Rocks with AI Assistance from Maz](https://help.ninety.io/en/articles/14306083-creating-and-refining-rocks-with-ai-assistance-from-maz.md): Use Maz, Ninety's AI companion, to build SMART Rocks with milestones in 5–10 minutes through a guided conversation.
- [Meeting Prep Emails from Maz](https://help.ninety.io/en/articles/14306342-meeting-prep-emails-from-maz.md): Learn how you could benefit from meeting prep emails generated from your team's data and our AI companion.
- [Optimizing Your Scorecard with Maz](https://help.ninety.io/en/articles/15525768-optimizing-your-scorecard-with-maz.md): Work with Maz to evaluate your current KPIs and refine your Scorecard into a genuine early-warning system for your business, one suggestion at a time.

## People and Teams

- [Adding and Inviting Users to Your Account](https://help.ninety.io/en/articles/14306395-adding-and-inviting-users-to-your-account.md): Gain insight into how to quickly and easily add and invite people in Ninety.
- [Using the Directory Tool](https://help.ninety.io/en/articles/14306398-using-the-directory-tool.md): How to manage all the users in your Ninety account.
- [Creating New Teams](https://help.ninety.io/en/articles/14306402-creating-new-teams.md): Create more teams and add people to different teams or project teams.
- [User Roles and Permissions](https://help.ninety.io/en/articles/14306404-user-roles-and-permissions.md): How each user role can use Ninety's tools, with expanded permissions for every tool.
- [Inviting Your Coach](https://help.ninety.io/en/articles/14306405-inviting-your-coach.md): Add your coach or any advisor as a free user with complete access to edit and view your full account.
- [Removing Users from a Team](https://help.ninety.io/en/articles/14306406-removing-users-from-a-team.md): How to remove a user from one of their assigned teams.
- [Adding Users to a Team](https://help.ninety.io/en/articles/14306408-adding-users-to-a-team.md): How to add your existing users to teams on Ninety.
- [Deleting or Deactivating a User](https://help.ninety.io/en/articles/14306410-deleting-or-deactivating-a-user.md): How to remove a person as a user or delete a user from Ninety.
- [Importing a Bulk Set of Users](https://help.ninety.io/en/articles/14306411-importing-a-bulk-set-of-users.md): Discover how to quickly add several users to your Ninety account.
- [Recovering Deleted Seats from the Org Chart](https://help.ninety.io/en/articles/15881321-recovering-deleted-seats-from-the-org-chart.md): Restore a deleted Seat, or permanently remove it, from your chart's Trash within 90 days of deletion.
- [Introduction to the Org Chart Tool](https://help.ninety.io/en/articles/14306413-introduction-to-the-org-chart-tool.md): Why a well-structured Org Chart is key to understanding how your company operates and how it can scale.
- [Organizing Seats on Your Org Chart](https://help.ninety.io/en/articles/14306415-organizing-seats-on-your-org-chart.md): How to rearrange and structure the Seats on your organization's Org Chart.
- [Documenting Multiple Team Members Who Share the Same Seat](https://help.ninety.io/en/articles/14306417-documenting-multiple-team-members-who-share-the-same-seat.md): Learn how to effectively assign multiple users to the same Seat in Ninety's Org Chart.
- [Default Seats on the Org Chart](https://help.ninety.io/en/articles/14306420-default-seats-on-the-org-chart.md): Use our default Seats to begin building an effective Org Chart.
- [Creating, Editing, and Customizing Seats](https://help.ninety.io/en/articles/14306423-creating-editing-and-customizing-seats.md): Discover how to create, edit, and customize Seats in the Org Chart.
- [Navigating the Org Chart](https://help.ninety.io/en/articles/14306425-navigating-the-org-chart.md): How to find users, locate Seats, and adjust your view of the Org Chart.
- [Assigning and Unassigning Team Members on the Org Chart](https://help.ninety.io/en/articles/14306428-assigning-and-unassigning-team-members-on-the-org-chart.md): How to assign or unassign a user from the Directory to a Seat on the Org Chart.
- [Deleting Seats from the Org Chart](https://help.ninety.io/en/articles/14306431-deleting-seats-from-the-org-chart.md): Learn how to remove a Seat from your Org Chart.
- [Printing and Exporting the Org Chart to PDF](https://help.ninety.io/en/articles/14306432-printing-and-exporting-the-org-chart-to-pdf.md): Learn how to export your Org Chart to a print-friendly PDF.
- [Creating and Managing Draft Org Charts](https://help.ninety.io/en/articles/14306434-creating-and-managing-draft-org-charts.md): How to create, edit, and manage draft Org Charts.
- [Seat Skills for Your Org Chart](https://help.ninety.io/en/articles/14306442-seat-skills-for-your-org-chart.md): How to use the Skills feature in Ninety's Org Chart tool.
- [Introduction to the 1-on-1 Tool](https://help.ninety.io/en/articles/14306557-introduction-to-the-1-on-1-tool.md): Discover how structured 1-on-1 conversations build trust and enhance productivity.
- [Quarterly and Annual Reviews](https://help.ninety.io/en/articles/14306461-quarterly-and-annual-reviews.md): 1-on-1 Reviews allow Managers and Team Members to have structured conversations that are stored indefinitely within Ninety.
- [Preparing and Running a Quarterly Review](https://help.ninety.io/en/articles/14306484-preparing-and-running-a-quarterly-review.md): Create, prepare, and run a Quarterly Review in Ninety, including when each party can see the other's responses and how Save for Later differs from Finish.
- [Preparing and Running an Annual Review](https://help.ninety.io/en/articles/14306504-preparing-and-running-an-annual-review.md): How to create, prepare for, and hold a formal Annual Review between a Manager and Team Member.
- [Using the Fit Check Tool](https://help.ninety.io/en/articles/14306531-using-the-fit-check-tool.md): Complete a Core Values and CCC check on anyone assigned a Seat on your Org Chart.
- [Customizing 1-on-1 Review Questions](https://help.ninety.io/en/articles/14306579-customizing-1-on-1-review-questions.md): Add, edit, reorder, and reset the questions and commitments in Quarterly and Annual Reviews. Changes apply organization-wide; Managers and Team Members see the same questions.

## Account and Settings

- [Currently in Beta at Ninety](https://help.ninety.io/en/articles/14324130-currently-in-beta-at-ninety.md): Learn more about our Beta Program plus get a list of features currently available only to our beta companies.
- [Ending Your Ninety Subscription](https://help.ninety.io/en/articles/14324104-ending-your-ninety-subscription.md)
- [Completing the Getting Started Guide](https://help.ninety.io/en/articles/14324123-completing-the-getting-started-guide.md): How to use our in-app guide to get the most out of your new Ninety account.
- [Reactivating a Previous Company Account](https://help.ninety.io/en/articles/14324133-reactivating-a-previous-company-account.md)
- [Upgrading from a Free Trial to a Paid Subscription](https://help.ninety.io/en/articles/14324140-upgrading-from-a-free-trial-to-a-paid-subscription.md)
- [Creating a New Company as a Current Ninety User](https://help.ninety.io/en/articles/14324144-creating-a-new-company-as-a-current-ninety-user.md)
- [Ninety's Observer Role Explained](https://help.ninety.io/en/articles/14324153-ninety-s-observer-role-explained.md): Everything you need to know about the Observer role, what Observers can access, and common use cases.
- [Transferring Account Ownership When the Owner Leaves Your Company](https://help.ninety.io/en/articles/14324161-transferring-account-ownership-when-the-owner-leaves-your-company.md)
- [Data Export and Print Options in Ninety](https://help.ninety.io/en/articles/14324178-data-export-and-print-options-in-ninety.md): Ninety supports PDF and spreadsheet exports for most tools. This article explains what can be exported, by whom, and what to do when you can't find the option you're looking for.
- [Changing Your Subscription Plan](https://help.ninety.io/en/articles/15484973-changing-your-subscription-plan.md): Change between Essentials, Accelerate, and Thrive plans or switch from monthly to annual billing \(and save 10%\).
- [Renewal Reminder Emails for Annual Subscriptions](https://help.ninety.io/en/articles/15485029-renewal-reminder-emails-for-annual-subscriptions.md): Know when your renewal reminders arrive, who receives them, and what to do before your annual subscription renews.
- [Billing and Payments Overview](https://help.ninety.io/en/articles/14324186-billing-and-payments-overview.md): Your starting point for managing subscriptions, licenses, payments, invoices, and billing contacts in Ninety.
- [Understanding Ninety's Pricing Plans](https://help.ninety.io/en/articles/14324188-understanding-ninety-s-pricing-plans.md): A breakdown of what tools and features are available on each of Ninety's subscription plans: Free, Essentials, Accelerate, and Thrive.
- [What's Included with Ninety's Free Plan](https://help.ninety.io/en/articles/14324192-what-s-included-with-ninety-s-free-plan.md): How to get started with Ninety's strategic tools covered in our free subscription level.
- [Non-Profit Organizations, Powered by Ninety](https://help.ninety.io/en/articles/14324196-non-profit-organizations-powered-by-ninety.md): How to obtain our non-profit discount as a 501\(c\)\(3\) organization.
- [Managing Invoice Receipts and Access in Ninety](https://help.ninety.io/en/articles/14324204-managing-invoice-receipts-and-access-in-ninety.md): Ensure you receive and can download your Ninety invoices through multiple access methods.
- [Understanding Prorated Billing and Credits](https://help.ninety.io/en/articles/14625690-understanding-prorated-billing-and-credits.md): Understand what you'll be charged \(or credited\) when you add users, remove users, or change plans between billing cycles.
- [Updating Your Payment Method](https://help.ninety.io/en/articles/14625781-updating-your-payment-method.md): Add a credit card, pay with Link, connect a US bank account, and resolve payment failures.
- [Adding, Removing, and Reassigning Licenses](https://help.ninety.io/en/articles/14626397-adding-removing-and-reassigning-licenses.md): Control your license count, understand which roles require a paid license, and reassign licenses when team members change.
- [Managing Licensing Across Multiple Companies](https://help.ninety.io/en/articles/14807798-managing-licensing-across-multiple-companies.md): How licensing and subscriptions work when the same person belongs to more than one company in Ninety, and how duplicate coupons prevent double charges.
- [Canceling Your Ninety Subscription](https://help.ninety.io/en/articles/15550856-canceling-your-ninety-subscription.md): What happens to your account and data when you cancel, which tools remain on the Free plan, and how to export data or resubscribe.
- [Restricting Teammate Invites by Email Domain](https://help.ninety.io/en/articles/15507759-restricting-teammate-invites-by-email-domain.md): Limit who can be invited to your company by approving specific email domains, so personal accounts and outside addresses can't be added to your workspace.
- [Company Settings](https://help.ninety.io/en/articles/14324119-company-settings.md)
- [Individual User Settings](https://help.ninety.io/en/articles/14324122-individual-user-settings.md)
- [Customizing Your Ninety Account's Appearance](https://help.ninety.io/en/articles/14324129-customizing-your-ninety-account-s-appearance.md): Learn how to effectively customize your organization's branding, including colors shown in Ninety and your logo.
- [Managing Profile Photos in Ninety](https://help.ninety.io/en/articles/14324158-managing-profile-photos-in-ninety.md): Discover how to upload, change, and manage profile pictures with step-by-step guidance for all user roles.
- [Setting Your Fiscal Year to Align Quarters Across Ninety](https://help.ninety.io/en/articles/14324170-setting-your-fiscal-year-to-align-quarters-across-ninety.md): Define when your fiscal year begins so Scorecards, Rocks, Meetings, and Reviews reflect your actual planning cycles.
- [Changing Ninety's Display Themes](https://help.ninety.io/en/articles/14324173-changing-ninety-s-display-themes.md): How to change Ninety's display on the web and mobile apps.
- [Receiving Email Notifications and Reminders](https://help.ninety.io/en/articles/14324113-receiving-email-notifications-and-reminders.md): Set up daily email reminders and event notification emails for your work in Ninety.
- [Stay Updated with Ninety's In-App Notifications and Alerts](https://help.ninety.io/en/articles/15485302-stay-updated-with-ninety-s-in-app-notifications-and-alerts.md): Stay on top of assignments, comments, and @mentions with Ninety's centralized notification system for web and mobile.
- [How to Set Up and Manage Multi-Factor Authentication \(MFA\)](https://help.ninety.io/en/articles/14324101-how-to-set-up-and-manage-multi-factor-authentication-mfa.md)
- [Resetting Your Password](https://help.ninety.io/en/articles/14324107-resetting-your-password.md)
- [Updating Your Email](https://help.ninety.io/en/articles/14324110-updating-your-email.md)
- [Single Sign-On \(SSO\) Login Options](https://help.ninety.io/en/articles/14324137-single-sign-on-sso-login-options.md)

## Other Tools

- [Adding Files and Attachments to the Knowledge Portal](https://help.ninety.io/en/articles/15505870-adding-files-and-attachments-to-the-knowledge-portal.md): Learn how to upload documents, images, and other files to enhance your processes and training materials.
- [Printing and Exporting Knowledge Portal Content to PDF](https://help.ninety.io/en/articles/15505871-printing-and-exporting-knowledge-portal-content-to-pdf.md): Export any topic, subtopic, or task in the Knowledge Portal to a print-ready PDF directly from your browser.
- [Navigating the Knowledge Portal](https://help.ninety.io/en/articles/15505879-navigating-the-knowledge-portal.md): Learn how to move through the Knowledge Portal's levels in Learn Mode and Edit Mode.
- [The Legacy Process Tool](https://help.ninety.io/en/articles/15548448-the-legacy-process-tool.md): Processes can now be documented with the Knowledge Portal.
- [Introduction to the Knowledge Portal Tool](https://help.ninety.io/en/articles/14323970-introduction-to-the-knowledge-portal-tool.md)
- [Documenting Your Processes](https://help.ninety.io/en/articles/14323980-documenting-your-processes.md)
- [Creating and Editing Content in the Knowledge Portal](https://help.ninety.io/en/articles/14323987-creating-and-editing-content-in-the-knowledge-portal.md)
- [Tracking Team Learning in the Knowledge Portal](https://help.ninety.io/en/articles/14323990-tracking-team-learning-in-the-knowledge-portal.md)
- [Viewing Knowledge Portal Content](https://help.ninety.io/en/articles/14323993-viewing-knowledge-portal-content.md)
- [OS Toolbox](https://help.ninety.io/en/articles/15520372-os-toolbox.md): Track your team's progress mastering the concepts, tools, and disciplines that power your operating system.
- [Using the Assessments Tool](https://help.ninety.io/en/articles/14324032-using-the-assessments-tool.md): Learn how to launch assessments, track responses, review results, and download reports from the Assessments tool.
- [Building and Deploying Custom Assessments](https://help.ninety.io/en/articles/14324048-building-and-deploying-custom-assessments.md)
- [Reporting, Analytics, and Data Visualization in Ninety](https://help.ninety.io/en/articles/15505858-reporting-analytics-and-data-visualization-in-ninety.md): Where to evaluate your company's data in Ninety.
- [Introduction to Insights](https://help.ninety.io/en/articles/14324069-introduction-to-insights.md)
- [1-on-1 Analytics](https://help.ninety.io/en/articles/14324071-1-on-1-analytics.md)
- [Rocks Analytics](https://help.ninety.io/en/articles/14324076-rocks-analytics.md)
- [Meetings Analytics](https://help.ninety.io/en/articles/14324077-meetings-analytics.md)
- [Issues Analytics](https://help.ninety.io/en/articles/14324082-issues-analytics.md)
- [To-Dos Analytics](https://help.ninety.io/en/articles/14324092-to-dos-analytics.md)
- [Following Items in Ninety](https://help.ninety.io/en/articles/15905782-following-items-in-ninety.md): Follow Issues, To-Dos, Rocks, Headlines, and Milestones to stay notified when they're commented on or updated.
- [Creating Items with the Universal Create Button](https://help.ninety.io/en/articles/14305993-creating-items-with-the-universal-create-button.md): Use the Create button to add Rocks, To-Dos, Issues, and Headlines from anywhere in the platform without navigating to each tool.
- [My 90: Your Homepage in Ninety](https://help.ninety.io/en/articles/14305998-my-90-your-homepage-in-ninety.md): Your personalized home base in Ninety: see everything you own, customize what you see, and take action without leaving the page.

## Integrations

- [Asana Native Integration](https://help.ninety.io/en/articles/15505678-asana-native-integration.md): Connect Ninety directly to Asana for native two-way To-Do sync, no Zapier setup required.
- [Todoist Native Integration](https://help.ninety.io/en/articles/15505684-todoist-native-integration.md): Connect Ninety directly to Todoist for native two-way To-Do sync, no Zapier setup required.
- [API Reference and Access](https://help.ninety.io/en/articles/15505694-api-reference-and-access.md): Build custom integrations, dashboards, and automations against your Ninety company data using a Personal Access Token.
- [What is Henryx? \(Text-Messaging Actions\)](https://help.ninety.io/en/articles/15505708-what-is-henryx-text-messaging-actions.md): Henryx is Ninety's text-message service to add Rocks, To-Dos, or Issues, retrieve info, and get reminders directly through a mobile phone.
- [ClickUp Native Integration](https://help.ninety.io/en/articles/15809034-clickup-native-integration.md): Connect Ninety directly to ClickUp for native two-way To-Do sync, no Zapier setup required.
- [Connecting Other Tools to Ninety](https://help.ninety.io/en/articles/15905949-connecting-other-tools-to-ninety.md): The ways to connect Ninety with the rest of your tool stack: native integrations, Zapier, the Public API, and feature requests.
- [Claude Connector for Ninety](https://help.ninety.io/en/articles/16418753-claude-connector-for-ninety.md): Connect Claude to your Ninety account with the MCP connector to read your Rocks, Issues, To-Dos, and Scorecard and create work in plain language.
- [Google Task Integration](https://help.ninety.io/en/articles/14324239-google-task-integration.md): Seamlessly integrate Google Tasks into your daily workflow, boosting your productivity and keeping track of your to-do lists more efficiently.
- [Microsoft To-Dos Integration with Ninety](https://help.ninety.io/en/articles/14324246-microsoft-to-dos-integration-with-ninety.md)
- [Monday.com To-Dos Integration](https://help.ninety.io/en/articles/14324250-monday-com-to-dos-integration.md)
- [Connecting Ninety to Zapier](https://help.ninety.io/en/articles/14324218-connecting-ninety-to-zapier.md)
- [Using Zapier to Connect To-Dos in Ninety to Other Platforms](https://help.ninety.io/en/articles/14324255-using-zapier-to-connect-to-dos-in-ninety-to-other-platforms.md)
- [Using Zapier to Maintain Your Issues List in Ninety](https://help.ninety.io/en/articles/14324260-using-zapier-to-maintain-your-issues-list-in-ninety.md)
- [Using Zapier to Update Your Scorecard in Ninety](https://help.ninety.io/en/articles/14324263-using-zapier-to-update-your-scorecard-in-ninety.md)
- [Asana + Ninety: Zapier Workflows](https://help.ninety.io/en/articles/14324269-asana-ninety-zapier-workflows.md)
- [ClickUp + Ninety: Zapier Workflows](https://help.ninety.io/en/articles/14324273-clickup-ninety-zapier-workflows.md)
- [Todoist + Ninety: Zapier Workflows](https://help.ninety.io/en/articles/14324278-todoist-ninety-zapier-workflows.md)
- [Slack + Ninety: Zapier Workflows](https://help.ninety.io/en/articles/14324285-slack-ninety-zapier-workflows.md)

## Mobile App

- [Introduction to Ninety's Mobile App](https://help.ninety.io/en/articles/14324313-introduction-to-ninety-s-mobile-app.md): Discover how the Ninety mobile app enables team members at all levels to drive company growth on the go.
- [The My 90 Home Screen on Ninety's Mobile App](https://help.ninety.io/en/articles/14324318-the-my-90-home-screen-on-ninety-s-mobile-app.md): How to navigate our mobile app starting from the My 90 home screen.
- [Using Ninety's Directory on Mobile](https://help.ninety.io/en/articles/14324325-using-ninety-s-directory-on-mobile.md): How to view your account's Directory from our mobile app.
- [Managing To-Dos on Mobile](https://help.ninety.io/en/articles/14324328-managing-to-dos-on-mobile.md): Learn how to create and manage your To-Dos from our mobile app.
- [Managing Issues on Mobile](https://help.ninety.io/en/articles/14324331-managing-issues-on-mobile.md): Stay on top of your team's Issues from our mobile app.
- [Managing Rocks and Milestones on Mobile](https://help.ninety.io/en/articles/14324335-managing-rocks-and-milestones-on-mobile.md): Review and update your Rocks and Milestones from our mobile app.
- [Quarterly Reviews on Mobile](https://help.ninety.io/en/articles/14324340-quarterly-reviews-on-mobile.md): Create, prepare for, and complete Quarterly Reviews from Ninety's mobile app.
- [Assessments on Mobile](https://help.ninety.io/en/articles/14324344-assessments-on-mobile.md): Launch, complete, and review Ninety Assessments from anywhere with our mobile app.
- [Accessing Support with the Mobile App](https://help.ninety.io/en/articles/14324346-accessing-support-with-the-mobile-app.md): How to access our world-class support from our mobile app.
- [Creating and Reading Headlines on Mobile](https://help.ninety.io/en/articles/14324350-creating-and-reading-headlines-on-mobile.md): How to create, edit, and read Headlines on Ninety's mobile app.
- [Managing Display Themes on Mobile](https://help.ninety.io/en/articles/14324355-managing-display-themes-on-mobile.md): How to switch between light, dark, and automatic display themes in the Ninety mobile app.

## Troubleshooting

- [How to Troubleshoot Browser-Related Issues in Ninety](https://help.ninety.io/en/articles/15505855-how-to-troubleshoot-browser-related-issues-in-ninety.md): Resolve display glitches, loading problems, and functionality issues with comprehensive browser troubleshooting.
- [Showing, Hiding, and Restoring the Left Navigation](https://help.ninety.io/en/articles/15904554-showing-hiding-and-restoring-the-left-navigation.md): Collapse or expand Ninety's left navigation, and get it back when it seems to have disappeared.
- [Fixing an Attachment That Won't Upload](https://help.ninety.io/en/articles/16073047-fixing-an-attachment-that-won-t-upload.md): If a file won't attach to an item, it's usually because it's over Ninety's 10 MB size limit. Here's how to tell and what to do instead.
- [Account Transition — Assigning a Previous Team Member's Work to a New Employee](https://help.ninety.io/en/articles/14324393-account-transition-assigning-a-previous-team-member-s-work-to-a-new-employee.md): How to manage account transitions during employee turnover while keeping workflows and data intact.
- [Accurate Billing for Tax-Exempt Organizations on Ninety](https://help.ninety.io/en/articles/14324413-accurate-billing-for-tax-exempt-organizations-on-ninety.md): How tax-exempt organizations can ensure accurate billing and resolve tax-related discrepancies with Ninety.
- [Ninety Does Not Record Audio or Video — Remote Meeting Setup Guide](https://help.ninety.io/en/articles/14324419-ninety-does-not-record-audio-or-video-remote-meeting-setup-guide.md): Learn how Ninety captures meeting data and how to set up audio/video recording using external tools for remote meetings.
- [Data Upload Troubleshooting: Common Issues and Solutions](https://help.ninety.io/en/articles/14324426-data-upload-troubleshooting-common-issues-and-solutions.md): Resolve common technical issues, understand upload types, and get your data into Ninety successfully.
- [Troubleshooting Invitation Issues and Resending Invites](https://help.ninety.io/en/articles/14324431-troubleshooting-invitation-issues-and-resending-invites.md): Resolve invitation delivery problems, resend failed invites, and troubleshoot common user acceptance issues.
- [Why Isn't My Data Saving?](https://help.ninety.io/en/articles/16233643-why-isn-t-my-data-saving.md): Troubleshooting guide for data that appears not to save, reverts after changes, or displays incorrectly in Ninety — covering autosave behavior, common causes, and when to contact support.
- [What to Do When You've Hit a Persistent Error or Bug](https://help.ninety.io/en/articles/16233556-what-to-do-when-you-ve-hit-a-persistent-error-or-bug.md): Step-by-step guide for customers who encounter a persistent error or bug in Ninety that standard troubleshooting hasn't resolved, including what to share with support.