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Adding and Inviting Users to Your Account

How to quickly and easily invite your team members to join your Ninety account.

Written by Tommy Mains

To add a new user to your account:

  1. Click Add Teammates from the left navigation.

  2. Select the user's role from the Role access dropdown.

  3. Add an email address.

  4. Select their team(s) in Ninety with the Team(s) dropdown.

  5. Click Add another user to continue or [Add teammates] to complete this action.

To add several users at once, use our import users option. We'll automatically increase your license count to match when you add new users to a paid subscription.

New users will need to activate their accounts. Have the new team member check their email for the link to activate their account (from helpful@ninety.io). After activating their account, the invited user can add their first and last name to their profile in the Directory.

A new user must activate their account before a manager can add them to the Accountability Chart.

Invited users need to accept the invitation via email. Have the new team member check their email for the link to activate their account (from helpful@ninety.io). Users with a role above Team Member, Manager, Admin, or Owner require a license.

How to Activate an Inactive User

To activate a user with the Inactive role:

  1. Click Directory from the left navigation.

  2. Click the Invite to Ninety button on the right side of the user's row.

  3. Select a role from the Role access dropdown.

  4. Add the user's email address.

  5. Select their team(s) in Ninety with the Team(s) dropdown.

Role Access Breakdown

Adding Existing Users to Teams

To add an existing user to a team:

  1. Click your name from the left navigation.

  2. Click Teams from the popup (listed above Company Settings).

  3. Select the team you want to manage.

  4. Click the person icon or silhouette icon to manage members.

  5. Search for the user by name or email and add them to the team.

When adding a new user, you'll select their user role. Owners, Admins, Managers, and Team Members require a paid license. Here's a brief description of each user role.

Additionally, the "Coach" role allows users to manage team memberships and assign users to specific teams.

Owner

Can view and edit company settings and all items within public and private teams. Only an Owner can delete the company account.

Admin

Can view and edit company settings and all items within public and private teams.

Manager

Can view and edit all items within their assigned teams. Can invite users and create new teams.

Managee

Can view and edit all items within their assigned teams.

Inactive

Does not have access to Ninety but can be assigned a Seat on the Org Chart.

Observer

Has view-only access to items within assigned teams. Cannot own items such as Rocks, Issues, or To-Dos.

Implementer

Can view and edit the entire company account. Cannot own items such as Rocks, Issues, or To-Dos.

Updating an Email Address

Only users can change or update their email address in Ninety.

To update your email address:

  1. Click your name at the bottom of the left navigation.

  2. Click User Settings.

  3. Click the Contact tab.

  4. Update or add a new email address (including the type: Main, Personal, or Work).

Re-Inviting Users

To resend the invitation email required to activate a user's account, click the Resend Invite button on their row in the Directory. If they've checked their spam folder and still can't find the email, double-check the email address before contacting our support team with the chat bubble on the bottom right of your screen.

You can also send them a direct invite link. Here's how:

  1. Locate the user in your Directory. Click Directory from the left navigation. Search for and locate the user you've already invited to join your Ninety account.

  2. Copy their unique invite link. Click the ellipsis on the right side of the user's row. Then, click Copy unique invite link from the options shown.

  3. Send the link to your team member. Paste the link in a message to your team member. When they click the link, they can finish accepting their invitation.

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