To manually create a company in Partner Hub:

1. Click Partner Hub > Referred Comapnies.
2. Click the New Company button on the top right of the page.
3. Fill out the required information (for example, Company Name and Client Email).
4. Select the appropriate BOS template.
5. Click Create Company.

Referral links are generated through PartnerStack, which we use as a Partner Management System to help you track performance, monitor earnings, and more.

To create a new company with your referral link in Partner Hub:

1. Click Partner Hub from the left navigation.
2. Click Referral Links from Partner Hub's side navigation.
3. Click Copy on the desired referral link or create a new one.
4. Send the link to your client and have them create their account with Ninety.

If you use different business operatin systems or templates with different companies, you may benefit from having more than one referral link.

To create a new referral link in Partner Hub:

1. Click Partner Hub > Referral Links.
2. Click Add Referral Link in the Additional Referral Links section to automatically generate a link through PartnerStack.
3. Select a Ninety template from the Template dropdown.
4. Click Save.

To make a copy of a Core Template:

1. Click Partner Hub from the left navigation.
2. Click one of the Core Templates.
3. Click More Options toward the top right of the screen.
4. Select Clone Template from the dropdown.
5. Write a name for the cloned template in the popup.
6. Click Clone.

To clone one of your custom templates:

1. Click Partner Hub from the left navigation.
2. Click one of your Custom Templates.
3. Click Manage Template toward the top right of the screen.
4. Select Clone Template from the dropdown.
5. Write a name for the cloned template in the popup.
6. Click Clone.

In the Configuration tab, you can customize the template's:

• Logo
• Name
• Business Operating System (BOS)
• Custom Colors
• Master tool options

In the Language tab, you can customize several of the tools and features of the Ninety platform, including:

• My 90 and its components
• Data and Scorecards
• KPIs
• Rocks
• Milestones
• To-Dos
• Issues (short-term and long-term)
• Meeting types
• Headlines
• Cascading Messages
• Vision and its components
• Org Chart
• 1-on-1
• Process
• Directory
• Mastery
• Assessments (not the Assessments themselves)

In the Vision + Goals tab, you can pre-populate and change the names of any of the cards on the Vision and Goals pages of the Vision tool.

In the Meetings tab, you can edit all of Ninety's default meeting agendas and create custom agendas for clients to use.

In the 1-on-1 tab, you can edit, rearrange, and create the commitments and questions used by Ninety's 1-on-1 tool for Quarterly and Annual Discussions.

In the Knowledge tab, you can create, organize, and oversee the content your clients have access to in their Knowledge Portal. Any updates made to a Custom Template's Knowledge Collection will be reflected immediately in the Knowledge Portals of companies using the Template.

Read more below.

To create a new Knowledge Collection: 

1. Navigate to one of your Custom Templates.
2. Select the Knowledge tab.
3. Click the Create Collection button.
4. Click Edit Collection image to upload an image or select one from our library.
5. Write a name for the collection.
6. (Optional) Add a description.
7. Click the Create Collection button at the bottom of the panel.

If you create a new Collection after setting up one or more companies with one of your Custom Templates, you'll need to share the newly created Collection to applicable companies. To share, click the ellipsis > Send Collection, or you can reapply the whole Custom Template to the company.

After creating a Knowledge Collection, click it to add Topics, Subtopics, and Tasks just as you would in the Knowledge Portal. Here's a brief description of these elements:

• Collections are groupings of Topics used for a variety of reasons.
• Topics operate like a table of contents, showing all the main points covered in the collection.
• Subtopics go into further detail on the topic; they can be marked as completed and sent to users as To-Dos.
• Tasks can represent specific action items to complete that relate to a Subtopic; they can be marked as completed and sent to users as To-Dos.

Each Topic, Subtopic, and Task includes a document field where you can add any of the following:

• Text
• Videos
• Images
• Tables
• Embedded material
• Attached files
• Links

To create a Topic:

1. Click one of your collections.
2. Click the Create Topic button.
3. Write a name for the Topic.
4. Select an icon from the dropdown.
5. (Optional) Add a description.
6. Click the Add Topic button.

When you're ready to add content to the Topic, click it to open the editor.

To create a Subtopic:

1. Click one of your Collection's Topics.
2. Click + Add new subtopic from the bottom of the list of Subtopics.
3. Write the title.
4. Click the checkmark or press “enter” on your keyboard.

When you're ready to add content to the Subtopic, click it to open the editor.

To create a Task:

1. Click one of your Collection's Topics.
2. Hover your cursor over a Subtopic.
3. Click the encircled plus sign.
4. Write a name for the Task.
5. Click the checkmark or press “enter” on your keyboard.

When you're ready to add content to the Task, click it to open the editor.

To share a Collection with one of your companies:

1. Click one of your Custom Templates where you've created a Collection.
2. Select the Knowledge tab.
3. Click the ellipsis (…) on the top right of the Collection's card.
4. Select Send Collection from the dropdown.
5. Choose one or more Companies.
6. Click the Send Collection button.

Maintaining a Knowledge Collection can involve:

• Deleting Collections
• Recovering Collections from the Trash
• Editing Collection, Topic, Subtopic, or Task titles/descriptions
• Revising content
• Moving Subtopics

To delete a Collection: 

1. Click Partner Hub from the left navigation.
2. Click one of your Custom Templates where you've created a Collection.
3. Select the Knowledge tab.
4. Click the ellipsis (…) on the top right of the Collection's card.
5. Select Delete from the dropdown to send the Collection to the Trash.

To permanently delete a Collection, click View Trash, then the ellipsis, and then Delete Forever.

To recover a Collection from the Trash:

1. Click one of your Custom Templates where you've created a Collection.
2. Select the Knowledge tab.
3. Click the View Trash.
4. Click the ellipsis of the Collection.
5. Select Restore from the dropdown.

To edit a Collection's title:

1. Click one of your Custom Templates where you've created a Collection.
2. Select the Knowledge tab.
3. Click the ellipsis (…) on the top right of the Collection's card.
4. Select Edit Details from the dropdown.

To write or edit content in your Knowledge Collection: 

1. Click one of your created Collections.
2. Click a Topic.

From there, you can revise the content of the Topic's page or navigate to one of the corresponding Subtopics/Tasks.

To move a Subtopic to a different Topic or Subtopic:

1. Click one of your created Collections.
2. Click a Topic (or Subtopic).
3. Click the ellipsis.
4. Select Move from the dropdown.
5. Choose a different Topic from the dropdown to move it to.
6. Click the Move button.