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:
Role
Org Chart tool
Process tool
Vision tool
Rocks, To-Dos, Issues
Owner
Edit
Edit
Edit
Create/View All Teams'
Admin
Edit
Edit
Edit
Create/View All Teams'
Manager
Edit
Edit
Edit Their Team's
Create/View Their Team's
Team Member
View
View
View Only
Create/View Their Team's
Observer
View
View
View Only
View Their Team's
Coach
Edit
Edit
Edit
Create/View Team
Assigning Roles to Existing Users
Navigate to the Directory in the main navigation.
Click the Role drop-down.
Select which Role you'd like to assign to the User.
Expanded Permissions for Each Role
Explore the tabs below to find specific permission for each role.
Owner
By default, the person who creates the company is the owner of the company account and receives the related permissions.
Owners can:
• View information from every team, even if they are not a team member. • See billing information, receive billing notifications, and update billing information. • Access the abilities and functions of every Ninety tool
More Details for Each Tool
Read through the tabs below to find authorizations for each of Ninety's tools.
Data
Own KPIs
Edit existing KPIs
Adjust goals of KPIs
Add notes to KPIs
Access Data settings
Rocks
Create Rocks
Own Rocks
Archive Rocks
Archive all completed Rocks
View Rock archive
Delete a Rock
To-Dos
Create a To-Do
Own To-Dos
Archive a To-Do
Archive all completed To-Dos
View To-Dos archive
Delete a To-Do
Issues
Create an Issue
Own Issues
Archive an Issue
Archive all completed Issues
View Issues archive
Delete an Issue
Meetings
Start a meeting
Join a meeting
Access meetings settings
Create a Headline
Create a Cascading Message
Print meeting agendas
Create a custom meeting agenda
Vision
Edit Leadership Team's Vision
View any team's Vision
View archived Visions
Archive Visions
View Leadership Team's Vision
Edit Vision settings
View Vision settings
Org Chart
Add a Seat
Delete an existing Seat
Edit an existing Seat
Clone a Seat
Show/hide the Visionary Seat
Move Seats around the chart
Edit draft charts
1-on-1
Create a 1-on-1 Discussion
Participate in 1-on-1 Discussions
Delete a 1-on-1 Discussion
View all company 1-on-1 Discussions
View 1-on-1 Discussions they're a part of
View their completed 1-on-1 Discussions
View 1-on-1 Discussion 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
Directory
View all teams
Update any user's role
Add a user to any team
Add a user to a shared team
invite a new user to join the company
Edit any user's information
Delete a user
Reinvite a user
Mastery
Confirm mastery of a tool
Edit toolbox layout
Add a new resource
Edit a resource
Delete a resource
Archive a resource
View resource archive
Reset all resources to BOS default
Delete all resources
Surveys
Launch a Survey
End a Survey
Delete a Survey
Take a Survey
View a Survey's results
Download a report
Receive Survey results via email
Settings
Access all User settings
Add yourself to any team
View all teams
Access the configurations tab
Change company language (Our Language)
Access the Meetings tab
View billing details
Edit billing details
Delete company
Create a new company
Toggle add-ons
Owner Restrictions
On teams the Owner is not active on, they don't show up as a potential owner of any Team items (such as Rocks, To-Dos, and Issues).
Admin
Admins can:
• View information from every team, even if they are not a team member. • See and update billing information.
More Details for Each Tool
Read through the tabs below to find authorizations for each of Ninety's tools.
Data
Create new KPIs
Own KPIs
Edit existing KPIs
Adjust goals of KPIs
Add notes to KPIs
Access Data settings
Rocks
Create Rocks
Own Rocks
Archive Rocks
Archive all completed Rocks
View Rock archive
Delete a Rock
To-Dos
Create a To-Do
Own To-Dos
Archive a To-Do
Archive all completed To-Dos
View To-Dos archive
Delete a To-Do
Issues
Create an Issue
Own Issues
Archive an Issue
Archive all completed Issues
View Issues archive
Delete an Issue
Meetings
Start a meeting
Join a meeting
Access meetings settings
Create a Headline
Create a Cascading Message
Print meeting agendas
Create a custom meeting agenda
Vision
Edit Leadership Team's Vision
View any team's Vision
View archived Visions
Archive Visions
View Leadership Team's Vision
Edit Vision settings
View Vision settings
Org Chart
Add a Seat
Delete an existing Seat
Edit an existing Seat
Clone a Seat
Show/hide Visionary Seat
Move Seats around the chart
Edit draft charts
1-on-1
Create a 1-on-1 Discussion
Participate in 1-on-1 Discussions
Delete a 1-on-1 Discussion
View all company 1-on-1 Discussions
View 1-on-1 Discussions they're a part of
View their completed 1-on-1 Discussions
View 1-on-1 Discussion 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
Directory
View all teams
Update any user's role
Add a user to any team
Add a user to a shared team
Invite a new user to join the company
Edit any user's information
Delete a user
Reinvite a user
Mastery
Confirm mastery of a tool
Edit toolbox layout
Add a new resource
Edit a resource
Delete a resource
Archive a resource
View resource archive
Reset all resources to BOS default
Delete all resources
Surveys
Launch a Survey
End a Survey
Delete a Survey
Take a Survey
View a Survey's results
Download a report
Receive Survey results via email
Settings
Access all User settings
Add yourself to any team
View all teams
Access the configurations tab
Change company language (Our Language)
Access the Meetings tab
View billing details
Edit billing details
Create a new company
Toggle add-ons
Admin Restrictions
Admins cannot:
Delete a company account.
View or add themselves to a Private Team.
Manager
Managers can:
• Access and edit information for their teams. • Create new teams and users for their team(s). • See billing information.
More Details for Each Tool
Read through the tabs below to find authorizations for each of Ninety's tools.
Data
Create new KPIs
Own KPIs
Edit existing KPIs
Adjust goals of KPIs
Add notes to KPIs
Access Data settings
Rocks
Create Rocks
Own Rocks
Archive Rocks
Archive all completed Rocks
View Rock archive
Delete a Rock
To-Dos
Create a To-Do
Own To-Dos
Archive a To-Do
Archive all completed To-Dos
View To-Dos archive
Delete a To-Do
Issues
Create an Issue
Own Issues
Archive an Issue
Archive all completed Issues
View Issues archive
Delete an Issue
Meetings
Start a meeting
Join a meeting
Access meetings settings
Create a Headline
Create a Cascading Message
Print meeting agendas
Create a custom meeting agenda
Vision
View their team's Vision
Edit their team's Vision
View archived Visions
Archive Visions
View Leadership Team's Vision
Edit Vision settings
Org Chart
Add a Seat
Delete an existing Seat
Edit an existing Seat
Clone a Seat
Show/hide Visionary Seat
Move Seats around the chart
Edit draft charts
1-on-1
Create a 1-on-1 Discussion
Participate in 1-on-1 Discussions
Delete a 1-on-1 Discussion
View 1-on-1 Discussions they're a part of
View their completed 1-on-1 Discussions
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
Directory
Update any Team Member's user role
Add a user to a shared team
Mastery
Confirm mastery of a tool
Archive a resource
View resource archive
Surveys
Take a Survey
Receive Survey results via email
Settings
Access all User settings
View all teams
Manager Restrictions
Managers cannot:
• View any 1-on-1 conversations other than their own. • Cannot change billing information • Cannot change the role/teams of themselves, Owners, Admins, or other Managers
Team Member
Team members can access and edit information for their team(s).
More Details for Each Tool
Read through the tabs below to find authorizations for each of Ninety's tools.
Data
Own KPIs
Add notes to KPIs
Rocks
Create Rocks
Own Rocks
Archive Rocks
View Rock archive
Delete a Rock
To-Dos
Create a To-Do
Own To-Dos
Archive a To-Do
View To-Dos archive
Delete a To-Do
Issues
Create an Issue
Own Issues
Archive an Issue
View Issues archive
Delete an Issue
Meetings
Start a meeting
Join a meeting
Create a Headline
Create a Cascading Message
Print meeting agendas
Vision
View their team's Vision
View archived Visions
View Leadership Team's Vision
Org Chart
Edit draft charts
1-on-1
Create a 1-on-1 Discussion
Participate in 1-on-1 Discussions
Delete a 1-on-1 Discussion
View 1-on-1 Discussions they're a part of
View their completed 1-on-1 Discussions
Process
Own a Process or Sub-Process
Directory
View a user's shared teams
Mastery
Archive a resource
View resource archive
Surveys
Take a Survey
Receive Survey results via email
Settings
Access all User settings
Team Member Restrictions
Team Members cannot:
• Perform any administrative tasks. • Edit the Vision, Org Chart, or Processes. • View any 1-on-1 conversations other than their own. • Create new KPIs. • Change settings.
Observer
Observers can view information related to their team(s).
Note: Observers do not count toward your total number of users during billing. They are "Free Users" in your account. Every other user is calculated for billing after sending their invitation.
More Details for Each Tool
Read through the tabs below to find authorizations for each of Ninety's tools.
Data
Own KPIs
Rocks
View Rock archive
To-Dos
View To-Dos archive
Issues
View Issues archive
Meetings
Join a meeting
Print meeting agendas
Vision
View their team's Vision
View archived Visions
View Leadership Team's Vision
Org Chart
n/a
1-on-1
n/a
Process
Own a Process or Sub-Process
Directory
n/a
Mastery
View resource archive
Surveys
Take a Survey
Receive Survey results via email
Settings
Access all User settings
Observer Restrictions
Observers cannot:
• Be assigned items (such as Rocks, To-Dos, and Issues). • Edit anything. • Change settings.
Coach
If you have a Coach on your account, they can edit similarly to an Admin.
More Details for Each Tool
Read through the tabs below to find authorizations for each of Ninety's tools.
Data
Create new KPIs
Edit existing KPIs
Adjust goals of KPIs
Add notes to KPIs
Access Data settings
Rocks
Create Rocks
Archive Rocks
Archive all completed Rocks
View Rock archive
Delete a Rock
To-Dos
Create a To-Do
Archive a To-Do
Archive all completed To-Dos
View To-Dos archive
Delete a To-Do
Issues
Create an Issue
Archive an Issue
Archive all completed Issues
View Issues archive
Delete an Issue
Meetings
Start a meeting
Join a meeting
Access meetings settings
Create a Headline
Create a Cascading Message
Print meeting agendas
Create a custom meeting agenda
Receive the leadership team's emailed meeting recap