How to Make a Measurable Confidential in Ninety
Making a Measurable confidential keeps a sensitive number private in Ninety. Only the teams you choose, your Leadership Team, Owners, and Admins can see it. Everyone else won't find it on any Scorecard (your weekly metrics dashboard), in search, or in Maz. Owners, Admins, and members of your Leadership Team can make a Measurable confidential. Confidential Measurables are available on the Essentials, Accelerate, Thrive, and Legacy plans.
Note: Confidential Measurables is in beta. You may see small changes to how it looks and works while we finish it. Join Ninety's beta program for early access, or see what else is in beta on the Currently in Beta at Ninety page.
What a confidential Measurable is
A confidential Measurable is a Measurable that only selected teams and people can see. By default, every Measurable in Ninety is visible to everyone in your organization because any team could add the Measurable to their Scorecard.
When you turn on Confidential, the Measurable is limited to:
The teams you share it with.
Your Leadership Team, which is the team marked LT in Company Settings > Teams.
Owners and Admins.
The person who owns the Measurable.
Anyone outside that group can't see the Measurable or its data anywhere in Ninety. That includes:
Team Scorecards and the Trends view.
The Add Existing Measurable search.
My 90 and 1-on-1 conversations.
The Vision/Traction Organizer® (V/TO®), including printed and archived V/TOs.
CSV exports, Maz, and the Ninety API.
Companies often make these Measurables confidential: compensation and bonus tracking, cash on hand, profit margin, headcount plans, and financial numbers that a public company must limit to insiders.
Who can see and change a confidential Measurable
Who can see and change a confidential Measurable depends on four things: whether the person is an Owner or Admin, whether they are on your Leadership Team, whether they own the Measurable, and whether their team has been given access.
Person | See it | Enter scores | Edit title, goal, formula, and owner | Change confidential settings |
Owners and Admins | Yes | Yes | Yes | Yes |
Leadership Team members, including your Implementer | Yes | Yes* | Yes* | Yes |
The person who owns the Measurable | Yes | Yes | Yes* | No |
Members of a team with Data entry access | Yes | Yes | No | No |
Members of a team with Read only access | Yes | No | No | No |
Everyone else | No | No | No | No |
*A person's role still limits what they can do. Team Members can't edit any Measurable's settings, and Observers can't enter scores on any Measurable.
Note: Only Owners, Admins, and Leadership Team members can change the owner of a confidential Measurable. For everyone else, the owner field is locked.
When you share a confidential Measurable with a team, you give that team one of two access levels:
Read only: The team can see the Measurable and its history. People on the team can't enter scores, set custom goals, add notes, or enter forecasts, unless they are an Owner, Admin, or Leadership Team member.
Data entry: The team can enter scores. It can't change the Measurable's title, goal, formula, or owner.
Tip: Share the Measurable with its owner's team. The owner can always see a confidential Measurable, but it still leaves their team's Scorecard if their team isn't on the list. If the owner reports on it in their team's Level 10 Meeting®, add their team.
How to make a Measurable confidential
You can make a new or existing Measurable confidential from its details panel. Owners, Admins, and Leadership Team members can do this. Other people don't see the Confidential toggle.
On the Scorecard, click the Measurable's title to open its details. To create a confidential Measurable, click New Measurable instead. Owners, Admins, and Implementers can also open a Measurable from the Measurable Manager.
In the Visibility section, turn on Confidential.
Under Who can see this Measurable, open Share with other teams. Every team that already has the Measurable on its Scorecard is selected for you. Clear any team that shouldn't keep access, and select any other team that should see it.
Next to each team, click Read only or Data entry.
Click Save.
Check the list of teams in the confirmation, then click Make confidential.
Important: Teams you don't share with lose the Measurable from their Scorecard. Any formula-based Measurable that uses it also stops calculating for people who can't see it. Your Leadership Team, Owners, and Admins always keep access and can't be removed from the list.
How to change who can see a confidential Measurable
Owners, Admins, and Leadership Team members can change who sees a confidential Measurable at any time from its details panel.
Open the Measurable's details.
In the Visibility section, make your changes:
To give another team access, select it in Share with other teams.
To change what a team can do, click Read only or Data entry next to it.
To take away a team's access, click the X next to it.
Click Save.
In the Change who can see this Measurable? confirmation, click Save changes.
To make the Measurable visible to everyone again, turn off Confidential and click Save.
Important: Sharing a Measurable with a team again doesn't put it back on that team's Scorecard. After you give the team access, a Manager, Admin, Owner, or Implementer must add the Measurable back to the team's Scorecard with Add Existing Measurable.
What happens when a team loses access
When a team loses access to a confidential Measurable, Ninety removes the Measurable from that team's Scorecard and tells everyone on the team. Here's what changes for that team:
The Measurable leaves the team's Scorecard. Its scores and history aren't deleted.
The Measurable leaves the team's V/TO.
Any formula-based Measurable that uses it stops calculating for people who can't see it. Instead of a number, they see "This calculation uses a confidential Measurable you do not have access to."
Every member of the team gets a notification titled "[Measurable] is now confidential." The message reads "Only Leadership Team, Owners, Admins, and selected teams can view this Measurable." The link opens the Scorecard.
The notification can arrive in Ninety, by email, and as a mobile push notification. Each person controls it with the Confidential Measurables setting in their notification settings. To change those settings, see Stay Updated with Ninety's In-App Notifications and Alerts and Receiving Email Notifications and Reminders.
Adding a confidential Measurable to another team's Scorecard
A confidential Measurable can only appear on the Scorecard of a team it's shared with, or on your Leadership Team's Scorecard. Managers, Admins, Owners, and Implementers can add it to one of those Scorecards.
If the team doesn't have access yet, ask an Owner, Admin, or Leadership Team member to share the Measurable with that team.
Go to the team's Scorecard.
Click New Measurable, then select Add Existing Measurable.
Search for the Measurable and click Add.
Add Existing Measurable only lists a confidential Measurable for teams that can see it. If you try to add one to a team without access, you'll see "Some Measurables are confidential and aren't shared with this team." For more on adding Measurables to several teams, see Sharing and Duplicating Measurables.
Troubleshooting
Issue: A Measurable disappeared from our Scorecard.
Solution:
Check your Ninety notifications for a message that the Measurable is now confidential.
Ask an Owner, Admin, or Leadership Team member to share it with your team.
Once your team has access, have a Manager, Admin, Owner, or Implementer add it back with Add Existing Measurable. Sharing alone doesn't put it back on the Scorecard.
If the issue persists, contact support.
Issue: I can see a confidential Measurable, but I can't enter a number.
Solution:
Your team probably has Read only access to this Measurable, which lets you see it but not enter scores.
Ask an Owner, Admin, or Leadership Team member to change your team's access to Data entry.
If your team already has Data entry access, check the other reasons a cell can be locked in Scorecard Permissions Explained.
If the issue persists, contact support.
Issue: A formula-based Measurable stopped calculating and says it uses a confidential Measurable.
Solution:
One of the formula's inputs is a confidential Measurable your team can't see.
Ask an Owner or Admin to share that input with your team, or to change the formula. For help with formulas, see Creating Formula-Based Measurables.
If the issue persists, contact support.
Issue: I own the Measurable, but I don't see the Confidential toggle.
Solution:
Only Owners, Admins, and Leadership Team members can make a Measurable confidential or change who sees it. Owning the Measurable isn't enough.
Ask an Owner, Admin, or Leadership Team member to make the change for you.
If the issue persists, contact support.
Issue: I can't find a Measurable in Add Existing Measurable.
Solution:
The Measurable is probably confidential and not shared with the team whose Scorecard you're adding to.
Ask an Owner, Admin, or Leadership Team member to share it with that team, then try again.
If the issue persists, contact support.
Frequently asked questions
Can I make a Measurable private?
Yes. In Ninety, a private Measurable is called a confidential Measurable. Owners, Admins, and Leadership Team members can turn on Confidential in the Visibility section of a Measurable's details to limit who can see it.
Can Owners and Admins always see confidential Measurables?
Yes. Owners and Admins can see, edit, and change the settings of every confidential Measurable in the company.
Which team is the Leadership Team?
Your Leadership Team is the team marked LT in Company Settings > Teams. Its members can always see confidential Measurables and can change their settings. For more on team types, see Company Settings.
Can our Implementer see confidential Measurables?
Yes. Implementers are members of your Leadership Team, so they can see confidential Measurables and change their settings.
Will Maz or the Ninety API show a confidential Measurable to someone without access?
No. Maz and the Ninety API follow the same rules as the rest of Ninety. Someone who can't see a confidential Measurable on a Scorecard can't get it from Maz or the API either.
Is any data deleted when a team loses access?
No. The Measurable keeps all of its scores, notes, and history. It only leaves the Scorecard of the team that lost access.
If I share a Measurable with a team again, does it come back on their Scorecard?
No. After you give the team access again, add the Measurable back to its Scorecard with Add Existing Measurable.
Can I make several Measurables confidential at once?
No. You make each Measurable confidential one at a time from its details panel.