How Do Roles Work?
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:
Owners have visibility and editing access to all teams and tools, full control of company settings, and the ability to update billing information or delete the account.
Admins have visibility and editing access to all teams (except private teams) and tools, editing power over all tools, full control of company settings, and the ability to update billing information.
Managers have editing power of all their teams' tools and the ability to create new teams.
Managees can view all tools and create items in many of them (for example, Rocks, To-Dos, Issues, and so on).
Observers can view all tools through the team(s) they're assigned to.
Implementers have similar permissions to Admins, but they cannot be assigned items.
How to Change User Roles
Users with Implementer or Owner permissions can change the permission level of users in their account. Admins can update most roles but cannot assign the Implementer role. Here's how:
Click Directory from the left navigation.
Locate the user whose role needs to change.
Click the Role access dropdown in their row.
Select their new preferred user role.
Changes are saved automatically.
The user who created the company account has Owner permissions. However, more than one person can have the Owner user role.
How Do I Know My User Role?
To find your user role and permission level:
Click your name at the bottom of the left navigation.
Note your user role under your name.
Expanded Permissions for Each Role by Tool
The sections below detail the basic functions of each tool. Next to each tool function for each user role, there will be a “✅” or “❌”.
✅ Indicates the role can perform the function.
❌ Indicates the role cannot perform the function.
Personal Tools
These tools consolidate your work into a single space — saving you time and making it easier to focus.
My 90
The customizable My 90 workspace shows all your owned content, including To-Dos, Rocks, Milestones, and Measurables.📖 Learn more about My 90.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
View, edit, and mark complete Team To-Dos from all teams you're assigned to | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Create Team To-Dos | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
View, edit, and mark complete Private To-Dos | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Create Private To-Dos | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
View your Rocks and Milestones | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
View all Measurables you own | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Input data on your Measurables | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Add notes to your Measurables | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Edit your Measurables | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Edit your My 90 layout | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Delete Measurables they own | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
A note on Implementers: Because Implementers cannot be assigned content, they don't have personal Rocks, Measurables, or Private To-Dos to view in My 90. The Team To-Dos and layout permissions still apply.
Insights
The Insights tool contains a series of dashboards that help leaders understand the high-level trends of their team's activities in Ninety. Learn more about Insights.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
Access the Insights tool | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
View aggregated details from your teams' tools | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
View aggregated details from every team's tools | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Partner Hub
The Partner Hub is exclusive to Implementers. Learn more about Partner Hub.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
Access the Partner Hub tool | ❌ | ❌ | ❌ | ❌ | ❌ | ✅ |
Accountability Tools
Our six accountability tools help your teams improve performance every day.
Scorecard
Use the Scorecard tool to create and manage your individual and team's Measurables. Each Measurable provides visibility to the goals essential to the team's success. Learn more from Introduction to Scorecards.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
Create new Measurables | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Add Measurables to Scorecards | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Own Measurables | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Input Scores | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Edit existing Measurables (title, description, goal, etc.) | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Remove Measurables | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Adjust goals of Measurables | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Add notes to Measurables | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Access Scorecard tool settings | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
A note on Implementers: Implementers have the same Scorecard access as Owners and Admins, with one exception: they cannot be assigned as a Measurable owner on any team's Scorecard.
Rocks
The Rocks tool helps you create and track quarterly goals outside the scope of daily work. Learn more from Introduction to Rocks.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
Create Rocks | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Create a linked item from a Rock | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Own Rocks | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Archive Rocks | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Archive all completed Rocks | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
View archive | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Delete a Rock | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Change settings | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Print to PDF | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Download to a spreadsheet | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
A note on Implementers: Implementers can manage Rocks across every team but cannot be assigned as the owner of a Rock.
To-Dos
The To-Dos tool manages action items to keep teams accountable, productive, and organized. Learn more from Introduction to To-Dos.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
Create To-Dos | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Create a linked item from a To-Do | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Own To-Dos | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Archive To-Dos | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Archive all completed To-Dos | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
View archive | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Delete a To-Do | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Print to PDF | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Download to a spreadsheet | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
A note on Implementers: Implementers can manage Team To-Dos across every team but cannot be assigned as the owner of a To-Do.
Issues
The Issues tool documents the problems, obstacles, ideas, and opportunities your teams need to discuss and solve together. Learn more from Introduction to Issues.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
Create Issues | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Create a linked item from an Issue | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Own Issues | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Archive Issues | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Archive all completed Issues | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
View archive | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Delete an Issue | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Change settings | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Print to PDF | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Download to a spreadsheet | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
A note on Implementers: Implementers can manage Issues across every team but cannot be assigned as the owner of an Issue.
Meetings
Use the Meetings tool to manage your daily, weekly, monthly, quarterly, and annual meetings. Learn more from Introduction to Meetings.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
Start a meeting | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Join a meeting | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Schedule a meeting | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
View completed meetings | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Resend meeting recap emails of completed meetings | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Create custom agendas | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Edit existing agendas for a team | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Edit existing agendas for the whole company | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Delete an in-progress meeting | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Change settings | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Print agendas | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Download to a spreadsheet | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Headlines
Use the Headlines tool to create announcements to share with your team or any team in the organization. Learn more from Introduction to Headlines.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
Create Headlines and Cascading Messages | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Create a linked item from a Headline or Cascading Message | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Own a Headline or Cascading Message | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
Archive Headlines and Cascading Messages | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Archive all completed | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
View archive | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Delete Headlines and Cascading Messages | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Print to PDF | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Download to a spreadsheet | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
A note on Implementers: Implementers can create and manage Headlines but cannot be assigned as the owner of a Headline or Cascading Message.
Organizational Tools
Our organizational tools document key aspects of your company's structure and much more.
V/TO
Use the V/TO tool to plan, organize, and document your organization's V/TO. Learn more from Introduction to the V/TO.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
Edit Leadership Team's V/TO (user must also be assigned to the leadership team) | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
View and edit any team's V/TO | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
View archived V/TOs | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Archive a V/TO | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Edit settings for their teams | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Download quarterly report | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Print to PDF | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Customize the V/TO layout for their teams | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
A note on Managees and Observers: Both can view any of their teams' V/TOs, plus any parts of the Leadership Team's V/TO that have been shared with them.
Accountability Chart
Use the Accountability Chart tool to structure your company's core functions and help you get the Right People in the Right Seats to achieve your V/TO. Learn more from Introduction to the Accountability Chart.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
Add a Seat | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Delete a Seat | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Clone a Seat | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Edit a Seat's roles and responsibilities | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Edit their own Seat's roles and responsibilities | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Show or hide the Visionary Seat | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Move Seats | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Create and edit draft charts | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
A note on Managees and Observers: Both can view the primary chart and any draft charts shared with them.
1-on-1
Team leaders use the 1-on-1 tool to coordinate Quarterly Conversations and Annual Reviews with their direct reports. Learn more from Introduction to the 1-on-1 Tool.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
Create 1-on-1 Conversations and Reviews | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Participate in 1-on-1 Conversations and Reviews | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Delete a Discussion where you are the direct manager (per the Accountability Chart) | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
View all company 1-on-1 Conversations and Reviews | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
View your completed 1-on-1 Conversations and Reviews | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Complete a People Analyzer® assessment | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
View completed People Analyzer® assessments | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Edit settings | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Create and edit commitments and questions | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Notes on People Analyzer® visibility:
Owners can view every completed People Analyzer® assessment.
Admins can view assessments completed by Managers and Admins, but not those completed by Owners.
Managers can view assessments they completed themselves.
Managees can only view People Analyzer® assessments completed about them by their leader.
Implementers can view completed People Analyzer® assessments but cannot complete one.
Observers cannot view the 1-on-1 tool.
Directory
Use the Directory tool to manage your account's users. Read Introduction to the Directory for more information.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
View all teams | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Update any user's role | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ |
Add a user to any team | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Invite users to the company account | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Edit any user's information (except email) | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Edit your own information | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Delete a user | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Reinvite a user | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Notes on Directory scope:
Admins can view all teams except private teams.
Managers can add users only to teams they're already on, and can invite users with the same or lower permissions (Managers cannot invite an Owner, Admin, or Implementer).
Observers can only view the teams they're assigned to.
EOS Toolbox
Use the EOS Toolbox tool to monitor and track your team's progress in mastering the components of your Business Operating System. See Document EOS Proficiency with the EOS Toolbox to learn more.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
Enable or disable the EOS Toolbox tool | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Confirm mastery of a concept or tool | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Edit Toolbox layout | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Add new resources | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Edit resources | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Delete a resource | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Archive a resource | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
View resource archive | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Reset all resources to BOS default | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Create an Issue or To-Do from an EOS Toolbox element | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Knowledge Portal
The Knowledge Portal hosts content to help your teams learn, grow, and thrive. This is also the tool you'll use to document Core Processes and ensure they're followed by all. Learn more from Introduction to the Knowledge Portal.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
Access edit mode | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Create new collections, topics, subtopics, and tasks | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Revise user-created collections, topics, subtopics, and tasks | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Replace collection thumbnails | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Review completion of materials by team | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Delete user-created content | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Restore user-deleted collections | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Create a To-Do, Issue, Rock, Headline, or Cascading Message from a subtopic or task | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Access and read published content | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
A note on Implementers: Implementers can use the Partner Hub tool to modify their clients' Knowledge Portals.
Assessments
The Assessments tool helps you track the progress teams are making toward improving how well your organization operates. Learn more from Introduction to the Assessments Tool.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
Launch an assessment | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Create an assessment | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
End an assessment | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Delete an assessment | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Take an assessment | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
View results | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Download report | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Receive assessment results via email | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Notes on Assessments scope:
Managers can only view results if the user who assigned the assessment shared them.
Managees can only receive results via email if the user who assigned the assessment shared them.
Observers cannot view the Assessments tool.
Settings
Access your settings to customize your Ninety experience.
Permission | Owner | Admin | Manager | Managee | Observer | Implementer |
Edit your individual user settings | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Change your password | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Edit preferences | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Enable notifications | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Explore integrations | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
Configure company settings (turn tool features on or off) | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Customize company branding (logo and colors) | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Require multi-factor authentication (MFA) | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Create teams | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Customize tool and tool feature names | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Edit default meeting agendas for the whole company | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Edit billing information | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Delete the company account | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ |
