Creating New Teams

Learn how to create more teams and add people to different departmental or project teams.

Written by Tommy Mains

Updated at November 8th, 2024

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Table of Contents

Creating a New Team Selecting the Team's Type Adding Team Members Removing Team Members

Creating a New Team

 Users must have the role of Owner, Admin, Manager, or Implementer to create new teams or edit existing ones.

  1. Click your name from the bottom of the left navigation.
  2. Click Teams.
  3. Click Create Team.
  4. Write the Team's Name.
  5. Click Add.

 

Selecting the Team's Type

After creating the Leadership Team, each formed team starts as a departmental team. Learn more about team types below.

Leadership Team

Each organization in Ninety has one Leadership Team (LT). The LT creates the organization's V/TO®, so they're the only team that can edit the Core Values, Core Focus, 10-Year Target™, and Go to Market Strategy.

The LT can also create Company Rocks to track quarterly goals the whole organization is working toward.

 
 

Departmental Team (Default)

These teams have the same functionality as the LT but cannot edit the organization's Core Values, Core Focus, 10-Year Target™, or Go to Market Strategy.

They can create their own V/TO® to align team members around a shared vision, track long-term goals, and document long-term Issues. 

 
 

Project Team

Project teams have the same functionality as department teams, except they do not have a V/TO®. These teams are often formed for a specific interdepartmental purpose.

 
 

Private Team

Private teams are often used for Same Page Meetings between a team leader and their direct reports. Since they're private, only the members assigned to the team can view the content within.

Owners and Implementers still retain viewing privileges for private teams.

 
 
 

 

Adding Team Members

Once a user is assigned to a team, other team members can assign them Rocks, To-Dos, and Issues. Follow these steps to add users from your Directory to an existing team.

For Owners and Admins:

  1. Navigate to Company Settings.
    1. Click on your name in the bottom left corner of your screen
    2. Click Company Settings
    3. Click Teams from the Settings menu
  2. Click the team you want to add members to.
  3. Click the person icon next to Team Members in the pop-up window.
  4. Type the name of the user(s) to add.
  5. Click the box next to the user(s) you wish to add.
  6. Click OK.

For Owners, Admins, and Managers:

  1. Click Directory from the left navigation.
  2. Click on the user's row.
  3. Click on their Teams dropdown and choose the team to add them to.
  4. Click Ok.

 

 

Users in your Directory with the Observer role can't have items (Rocks, To-Dos, and Issues) assigned to them.

 

 

Removing Team Members

To remove a user from a team, follow the directions below. To learn how to remove a user from Ninety, click here.

For Owners and Admins:

  1. Navigate to Company Settings.
    1. Click on your name in the bottom left corner of your screen
    2. Click Company Settings
    3. Click Teams from the Settings menu
  2. Click the team you want to remove members from.
  3. Click the trashcan icon next to the team member to remove in the pop-up window.

For Owners, Admins, and Managers:

  1. Click Directory from the left navigation.
  2. Click on the user's row.
  3. Click on their Teams dropdown.
  4. Click the checkbox of the team they should be removed from.
  5. Click Ok.
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