How to Use Partner Hub to Manage Clients, Templates, and Referrals in Ninety

Coaches, EOS Implementers, and Ninety partners use Partner Hub to manage everything related to their client relationships in Ninety. From creating new client accounts to customizing the platform's language, meeting agendas, and Knowledge Portal content, Partner Hub puts client management in one place. 

This article covers how to access the Partner Hub, set up and manage clients, work with templates, track referrals, and understand the partner rewards program.

What is Partner Hub?

Partner Hub is a dedicated tool in Ninety for coaches, implementers, and partners who work with multiple client companies. It appears at the top of the left navigation after your partner account has been activated.

Partner Hub helps you:

• View and manage all your referred client companies from one dashboard.
• Create new client accounts manually or through referral links.
• Build and customize templates that control the language, meeting agendas, Vision layout, Knowledge Portal content, and more for your clients' Ninety experience.
• Share templates with other coaches or partners for consistency across your team.
• Track referral attribution and monitor client status (Active, Trial, or Inactive).
• Make live changes to your clients' Ninety configuration without switching accounts.

Getting access to Partner Hub

Partner Hub requires a partner account type (it is not tied to standard user roles like Owner or Admin). If you don't see Partner Hub in your left navigation, your account has not been set up as a partner account.

To get Partner Hub access, contact partner@ninety.io directly. The partner team will verify your eligibility and enable the tool on your account. Once activated, Partner Hub will appear at the top of the left navigation in Ninety (below the company name).

When your partner account is activated, you'll also receive an invitation to PartnerStack, Ninety's partner management system for tracking referrals, commissions, and performance. Keep an eye out for an email from noreply@partnerstack.com. Invitations expire after 7 days, and they sometimes land in spam or Gmail's Promotions tab.

How to manage referred companies

The Referred Companies section in Partner Hub shows all client companies connected to you, including companies you've onboarded manually and companies that signed up using your referral link. Every company on this list counts toward your revenue share if you're part of Ninety's partner rewards program.

When viewing Referred Companies, you can see each client's:

• Status with Ninety: Active, Trial, or Inactive.
• Core Template (BOS): which is the backbone platform design assigned to their account.

To view your referred companies:

1. Click Partner Hub from the left navigation.
2. Select Referred Companies to view all associated companies.
3. Monitor their status to gauge client engagement and progress.

How to set up new clients in Partner Hub

When you're ready to set up a new client in Ninety, you have two primary options: creating their company manually in Partner Hub or sending them your referral link. You can also email partner@ninety.io to connect your client with a dedicated Onboarding Specialist who will guide them through account setup and platform training.

Manually creating a company

To manually create a company in Partner Hub:

1. Click Partner Hub > Referred Companies.
2. Click the New Company button on the top right of the page.
3. Fill out the required information (for example, Company Name and Client Email) — no emails or invites are sent at this point.
4. Select the appropriate template.
5. Click Create Company to open the new company's account in Ninety.
6. Click Directory from the left navigation.
7. Add and invite clients to the account (ensure at least one person is in the Owner role).
8. Change your role from Owner to Coach, Guide, or Implementer (depending on the template) (this is a free license on the account).

When you're finished, click the company name dropdown at the top left of the screen to switch between accounts in Ninety.

Using a referral link

Referral links are generated through PartnerStack, which Ninety uses as its partner management system to help you track performance, monitor earnings, and manage client attribution.

To set up a new client with your referral link:

1. Click Partner Hub from the left navigation.
2. Click Referral Links from the Partner Hub side navigation.
3. Click Copy on the desired referral link, or create a new one.
4. Send the link to your client and have them create their account with Ninety.

When your client signs up using your referral link, they'll be automatically connected to your Partner Hub, and you'll receive a complimentary Coach seat on their account.

Creating additional referral links

If you use different business operating systems or templates with different companies, you may benefit from having more than one referral link. Each referral link can be tied to a different template.

To create a new referral link:

1. Click Partner Hub > Referral Links.
2. Click Add Referral Link in the Additional Referral Links section to automatically generate a link through PartnerStack.
3. Select a template from the Template dropdown.
4. Click Save.

What to do when a client signs up on their own

Sometimes a client creates their Ninety account before you have a chance to set them up through Partner Hub. This is common, and there are two ways to get connected after the fact.

• Option 1: Your client invites you directly. If your client already has a Ninety account, they can invite you to their company using the steps in Invite Your Implementer. You'll receive a complimentary Coach seat on their account.
• Option 2: Contact the partner team. Email partner@ninety.io with your client's company name. The partner team will investigate the attribution, connect the company to your Partner Hub, and apply your complimentary seat. If the company should also be credited as your referral for commission purposes, mention that in your email so the team can correct the PartnerStack attribution.

Understanding your free Coach seat

When you refer a client through Ninety's partner program, you automatically receive a complimentary Coach seat on that client's account. This free seat is tied to your email address and lets you support your client without counting toward their paid seat total.

Your free Coach seat is created automatically when:

• Your client signs up using your PartnerStack referral link.
• Your client mentions your name when working with their Onboarding Specialist.

If you're not seeing your free seat on a client account, or if you notice a client missing from your view, email partner@ninety.io with the client's company name. The partner team can apply your complimentary seat and backdate any charges if needed.

Working with templates

When you help a client create an account on Ninety, they'll use the platform based on the template you assign. Ninety provides several Core Templates (like 90os and EOS), and you can also create your own Custom Templates.

Template sections

Every template (whether Core or Custom) contains the following sections:

• Configuration. Customize the template's logo, name, Core Template (BOS), custom colors, and Mastery tool options.
• Language. Review and edit the terminology Ninety displays for your clients, including tool names, role titles, and feature labels. For more on configurable language, see Company Settings.
• Knowledge. Create, organize, and oversee the content your clients see in the Knowledge Portal.
• Vision + Goals. Modify how the Vision tool displays in Ninety, including pre-populating and customizing cards.
• Mastery. Configure the Mastery tool options for your template.
• Meetings. Review and customize meeting agendas. Learn more about creating and customizing meeting agendas.
• 1-on-1. Edit the commitments for Team Members and Managers, as well as the Quarterly and Annual Discussion questions.
• Sharing. Manage who has access to the template.

Creating templates

When creating a Custom Template, you can start from scratch or clone an existing template. You can clone one of Ninety's pre-loaded Core Templates (such as 90os, which is the default) or a Custom Template you've created or that has been shared with you.

To clone a Core Template:

1. Click Partner Hub from the left navigation.
2. Click one of the Core Templates.
3. Click More Options toward the top right of the screen.
4. Select Clone Template from the dropdown.
5. Write a name for the cloned template in the popup.
6. Click Clone.

To clone a Custom Template:

1. Click Partner Hub from the left navigation.
2. Click one of your Custom Templates.
3. Click Manage Template toward the top right of the screen.
4. Select Clone Template from the dropdown.
5. Write a name for the cloned template in the popup.
6. Click Clone.

To create a new Custom Template from scratch:

1. Click Partner Hub from the left navigation.
2. Click + Add Template.
3. Name the template.
4. Choose a Core Template (BOS) as the backbone platform design you want to base your template on.
5. Click Add Template.

Editing your custom templates

Click one of your Custom Templates to begin editing. Each tab corresponds to one of the template sections listed above. Here's what you can customize in each:

• Configuration: The template's logo, name, Core Template (BOS), custom colors, and Mastery tool options.
• Language: The terminology Ninety displays for your clients across the platform, including My 90 (the default opening page), Data/Scorecard, Rocks and Milestones, To-Dos, Issues, Meetings, Headlines and Cascading Messages, Vision, Accountability Chart, 1-on-1, Process, Directory, Mastery, and Assessments (page name only).
• Vision + Goals: Pre-populate, move, and customize the cards on the Vision and Goals pages of the Vision tool.
• Meetings: Edit all of Ninety's default meeting agendas and create custom agendas for clients to use.
• 1-on-1: Edit, rearrange, and create the commitments and questions used by Ninety's 1-on-1 tool for Quarterly and Annual Discussions.
• Knowledge: Updates made to a Custom Template's Knowledge Collection are reflected immediately in the Knowledge Portals of companies using that template. See the "Creating and managing Knowledge Collections" section below for details.

How to apply a template to an existing company

You can apply parts of a Core or Custom Template to any of your client companies at any time. When applying a template, you choose which sections to include:

• Logo.
• Custom Colors.
• Language (the terms for various tools and features in Ninety).
• Meeting Agendas.
• Vision + Goals (customizable portions of the Vision tool).
• Knowledge Collections.
• Mastery.
• 1-on-1 (customizable questions for performance reviews).
• Toggling on the agreements-based To-Dos optional feature.

To apply a Core or Custom Template to a client's company:

1. Click Partner Hub from the left navigation.
2. Select a template from the Partner Hub side navigation.
3. Click More Options for a Core Template or Manage Template for a Custom Template.
4. Select Apply to Company from the dropdown.
5. Choose one or more companies from the Company dropdown.
6. Select the template sections you want to apply.
7. Click the Apply button.

After applying a Custom Template to a company, all associated Knowledge Collections will be added to that company's Knowledge Portal.

Creating and managing Knowledge Collections

The Knowledge Portal is Ninety's in-app solution for organizations that want quick access to processes, learning opportunities, onboarding material, and more. As a coach, implementer, or partner, you can create Collections in your Custom Templates to share content directly with your clients where they're already working.

A Knowledge Collection contains Topics, Subtopics, and Tasks. Your created Collections are nested in the "90 Resources" category and are read-only for your clients' users.

How to create a Knowledge Portal collection in a custom template

To create a new Knowledge Collection:

1. Navigate to one of your Custom Templates.
2. Select the Knowledge tab.
3. Click the Create Collection button.
4. Click Edit Collection image to upload an image or select one from the library.
5. Write a name for the collection.
6. (Optional) Add a description.
7. Click the Create Collection button at the bottom of the panel.

All changes you make to custom Knowledge content are updated in real time for your clients.

Populating a collection

After creating a Knowledge Collection, click it to add Topics, Subtopics, and Tasks. Here's how each element works:

• Collections are groupings of Topics used for organizing related content.
• Topics operate like a table of contents, showing all the main points covered in the Collection.
• Subtopics go into further detail on a Topic. They can be marked as completed and sent to users as To-Dos.
• Tasks represent specific action items related to a Subtopic. They can be marked as completed and sent to users as To-Dos.

Each Topic, Subtopic, and Task includes a document field where you can add text, videos, images, tables, embedded material, attached files, and links.

To create a Topic:

1. Click one of your Collections.
2. Click the Create Topic button.
3. Write a name for the Topic.
4. Select an icon from the dropdown.
5. (Optional) Add a description.
6. Click the Add Topic button.

When you're ready to add content to the Topic, click it to open the editor.

To create a Subtopic:

1. Click one of your Collection's Topics.
2. Click + Add new subtopic from the bottom of the list of Subtopics.
3. Write the title.
4. Click the checkmark or press Enter on your keyboard.

When you're ready to add content to the Subtopic, click it to open the editor.

To create a Task:

1. Click one of your Collection's Topics.
2. Hover your cursor over a Subtopic.
3. Click the encircled plus sign.
4. Write a name for the Task.
5. Click the checkmark or press Enter on your keyboard.

When you're ready to add content to the Task, click it to open the editor.

Sharing a collection

To share a Collection with one of your client companies:

1. Click one of your Custom Templates where you've created a Collection.
2. Select the Knowledge tab.
3. Click the ellipsis (…) on the top right of the Collection's card.
4. Select Send Collection from the dropdown.
5. Choose one or more companies.
6. Click the Send Collection button.

Maintaining a collection

Maintaining a Knowledge Collection can involve deleting Collections, recovering them from the Trash, editing titles and descriptions, revising content, and moving Subtopics between Topics.

To delete a Collection:

1. Click Partner Hub from the left navigation.
2. Click one of your Custom Templates where you've created a Collection.
3. Select the Knowledge tab.
4. Click the ellipsis (…) on the top right of the Collection's card.
5. Select Delete from the dropdown to send the Collection to the Trash.

To permanently delete a Collection, click View Trash, then the ellipsis, and then Delete Forever.

To recover a Collection from the Trash:

1. Click one of your Custom Templates where you've created a Collection.
2. Select the Knowledge tab.
3. Click View Trash.
4. Click the ellipsis of the Collection.
5. Select Restore from the dropdown.

To edit a Collection's title or description:

1. Click one of your Custom Templates where you've created a Collection.
2. Select the Knowledge tab.
3. Click the ellipsis (…) on the top right of the Collection's card.
4. Select Edit Details from the dropdown.

To write or edit content in your Knowledge Collection:

1. Click one of your created Collections.
2. Click a Topic.

From there, you can revise the content of the Topic's page or navigate to one of the corresponding Subtopics or Tasks.

To move a Subtopic to a different Topic:

1. Click one of your created Collections.
2. Click a Topic (or Subtopic).
3. Click the ellipsis.
4. Select Move from the dropdown.
5. Choose a different Topic from the dropdown to move it to.
6. Click the Move button.

How to Share a custom template with another partner

Custom Templates can be shared between coaches, implementers, or partners using Ninety. If another coach shares a template with you, you can assign it to your clients or clone it to make your own changes.

The coach, implementer, or partner you want to share with must have access to Partner Hub.

To share one of your Custom Templates:

1. Click Partner Hub from the left navigation.
2. Select one of your Custom Templates.
3. Click the Sharing tab.
4. Click Add Person to Share.
5. Type their email address into the text box.
6. Click the Search button.
7. Click the Share with… button.

Editing live companies

The Companies section, listed at the bottom of the Partner Hub side navigation, shows all your clients and their assigned templates. Click on a company to make live changes to their account.

What you can edit depends on the template type:

• Core or Shared Template: Only the logo, company name, and color palette are editable.
• Custom Template: The Configuration, Language, Vision + Goals, and Meetings sections are all editable.

Referral links and PartnerStack

Your referral link is stored in Partner Hub under Referral Links in the side navigation. Referral links are generated through PartnerStack, Ninety's partner management system.

PartnerStack is where you can:

• Track all your referred clients and their status.
• Monitor your commission earnings in real time.
• Manage your payment settings and payout method.
• View your referral link performance.

You'll receive access to PartnerStack via email when your partner account is activated. If you can't find your PartnerStack invitation, check your spam folder and Gmail's Promotions tab — invitations expire after 7 days. Contact partner@ninety.io to have it resent.

Setting up your payment method in PartnerStack:

1. Log into your PartnerStack account using the invitation link you received by email.
2. Click on your profile icon in the top right.
3. Select "Payment Settings" or "Banking Information."
4. Choose your preferred payment method: PayPal, Direct Deposit (US bank accounts), or Wire Transfer (international partners).

You may need to complete identity verification and submit tax forms (W-9 for US partners, W-8BEN for international partners).

For all commission-related questions, contact partner@ninety.io. The partner team will engage Partner Operations for the fastest path to resolution.

Getting help as a partner

For all partner-related inquiries, email partner@ninety.io. This single contact point connects you to all the specialists behind the scenes, including support, partner operations, and onboarding.

• For urgent issues: Include "Urgent" in the subject line, and the team will prioritize it.
• For phone support: Mention "call me" in your message, and the team will call you.
• For text support: Mention "text me," and the team will redirect replies to your cell.
• For your client's technical issues: Email partner@ninety.io — the same support team that serves your clients will ensure your needs are received and resolved quickly.

Partner training and resources:

• Help Center for video tutorials, feature guides, and best practices.
• Partner Portal in PartnerStack for partner-specific training materials.
• Monthly Partner Office Hours — optional drop-in sessions for Q&A.
• Quarterly Partner Training — deep dives on new features.

Troubleshooting

Issue: Partner Hub isn't visible in my navigation. Solution: Partner Hub requires a partner account type — it is not available to standard Owner, Admin, Manager, Observer, or Team Member roles. Contact partner@ninety.io to have your partner account enabled.

Issue: My client doesn't appear in my Referred Companies list. Solution: This typically happens when a client signs up without using your referral link, or when their account wasn't connected to yours during onboarding. Email partner@ninety.io with the client's company name, and the partner team will investigate and correct the attribution.

Issue: My PartnerStack invitation expired or I can't find it. Solution: PartnerStack invitations expire after 7 days and sometimes land in spam or Gmail's Promotions tab. Add noreply@partnerstack.com to your contacts, then email partner@ninety.io to have the invitation resent.

Issue: I can't assign tasks or Issues as an Implementer on my client's account. Solution: The Implementer role is view-only by default to protect client data. To get full access, request a complimentary Owner seat by emailing partner@ninety.io with the client's company name. You can request Owner access in bulk across all your client accounts.

Issue: I need to extend a client's trial. Solution: Email partner@ninety.io with the client's company name, how many additional days or weeks they need, and a brief reason. Submit extension requests 2–3 days before the trial expires so your client doesn't experience any interruption in access. For urgent extensions (client locked out or you're in a session), mention "Rushed" in your email.

Issue: I want to transfer a client's attribution to another partner. Solution: If another coach has taken over for one of your clients and you'd prefer they receive commissions going forward, both you and the new coach need to agree to the transfer. Contact partner@ninety.io to coordinate.