Invite a User

Learn how to invite or re-invite a user to your service and discover the benefits of a streamlined process.

Written by Amanda Barfield

Updated at July 27th, 2024

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Table of Contents

Inviting Users Inviting a User Re-Inviting a User Frequently Asked Questions

Inviting a user to Ninety means you can assign them content such as Rocks and To-Dos. They have their own unique login and count towards your billing.

 

Inviting Users

When inviting and adding users to Ninety, there is two different ways to do it - they can be added to your company or only to the directory. 

When you add a user to the company, they're invited to the company through email. Once a user accepts the invite, they have a login and the ability to be assigned a Role. Learn more about Roles for invited users. This action requires a license.

Added to Company Added to Directory
Paid user Free of charge
Can be assigned tasks (Rocks, To-Dos, Issues, KPIs) Cannot be assigned any tasks (Rocks, To-Dos, Issues, KPIs)
Can be added to the Responsibilities Chart Can be added to the Responsibilities Chart for tracking seats

Inviting a User

  1. Click Directory from the left navigation.
  2. Click Add Person.
  3. Toggle to either
    1. Add to Company
    2. Add to Directory Only
  4. Enter their contact info, including:
    1. Team(s) they are in
    2. Their Role 

 

Re-Inviting a User

The invite sent through the above process is valid for 14 days. If they do not accept the invite within 14 days, the invite will need to be resent. To resend, click the Re-invite button next to the user's name. Verify their email address and send. The invited user receives a new email link to join Ninety.

If there is no Re-invite button, that means the user is already active and needs to log in (https://app.ninety.io/login).

 

 

Frequently Asked Questions

How do I change a user's team or Role after they've been invited?

Use the drop-down next to their name on the Directory page.

 
 

How do I invite the user if I do not see Invite or Re-invite in the Directory?

If the Directory does not show Invite or Re-invite, then the person is already an active use

 
 

What does it mean if a user is Directory-only?

This is a free user and can be or has been put on a team and assigned a role by a Manager. This user can't be assigned content.

 
 

 

re-invite invite

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