Invite Your Implementer

Learn how to invite your Professional EOS Implementer to your Ninety account.

Written by Amanda Barfield

Updated at July 9th, 2025

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Table of Contents

Implementer Permissions Updating an Existing User to Implementer

Only a user with Owner-level permissions can invite or add someone as an Implementer.

To add a user as an Implementer in your account:

  1. Click Directory from the left navigation.
  2. Click Add teammate.
  3. Click the Role access dropdown and select Coach at the bottom of the list.
  4. Add your coach's email address.
  5. Click the Add teammates button.

 

Selecting the Coach role removes the Teams field because coaches have access to all non-private teams.

 

 

Implementer Permissions

Add your Implementer, coach, or any advisor as a free user with complete access to edit and view your full account with similar permissions to an Admin user.

  • Edit all teams (except Private teams)
  • Invite users
  • Control Billing (adding a credit card and updating subscriptions)
  • Add/Create any content
  • Start meetings
  • View Feedback Conversations

However, Implementers cannot be assigned content (Rocks, To-Dos, Issues, and so on).

 

Updating an Existing User to Implementer

Follow these steps to turn an existing user on your account into an Implementer:

  1. Click Directory from the left navigation.
  2. Find the person in your Directory who can become your Implementer.
  3. Click on their current role in the Role column.
  4. Click on Implementer from the dropdown menu.

Once someone has the Implementer role, they cannot be assigned to any teams and will be removed from any teams they were on previously. Their role allows them to view and edit all teams on your account (except private teams).

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