The Scorecard tool tracks the metrics that predict your business's success and keeps everyone accountable to meaningful numbers. However, not every user has the same level of access to create, edit, or manage Scorecards and Measurables.

This guide clarifies exactly what each user role can and cannot do within the Scorecard tool, helping you set up the right permissions for your team.

Quick Reference: Who Can Do What?

*Managers can only access the Measurable Manager for teams they're assigned to.

Understanding User Roles in the Scorecard Tool

Observer Role

What Observers Can Do:

• View Scorecard data for teams they're assigned to.
• See historical trends and weekly performance.
• Participate in meetings where Scorecards are reviewed.

What Observers Cannot Do:

• Update Measurable values.
• Create or edit any Measurables.
• Access the Measurable Manager.
• Make any changes to a Scorecard's structure or organization.

Why This Matters:
The Observer role is ideal for stakeholders, board members, coaches, or team members who require visibility into team performance but do not need to be responsible for updating or managing the metrics. They can see the pulse of the business without the ability to change it.

Common Use Case:
A board member reviews the Leadership Team's weekly Scorecard during quarterly meetings to track company progress without needing to input data.

Managee (Team Member) Role

What Team Members Can Do:

• Update existing Measurables they're assigned to on their teams' Scorecards.
• Enter weekly data for their own Measurables.
• View Scorecard data for their assigned teams.
• See if their metrics are on or off track.
• Add details to a Measurable's details panel.

What Team Members Cannot Do:

• Create new Measurables.
• Archive or delete Measurables.
• Access Scorecards for teams they're not assigned to.
• Reorganize or structure Scorecards.

Why This Matters:
Team Members have just enough access to be accountable for their numbers without the ability to change the structure. This keeps Scorecards stable while ensuring everyone can report on their data.

Common Use Case:
A sales team member updates their weekly "Number of Sales Calls" Measurable every Friday, but cannot create a new Measurable that the team decides to keep track of during the weekly Level 10 Meeting.

Manager Role

What Managers Can Do:

• Everything Team Members can do.
• Create new Measurables for their teams.
• Edit Measurable settings (title, goal, owner, frequency, data type).
• Add existing Measurables from other teams to their Scorecard.
• Organize and structure their team's Scorecards.
• Archive Measurables (preserve historical data while removing it from active view).
• Access the Measurable Manager for the teams they manage.
• Assign Measurable ownership to team members.

What Managers Cannot Do:

• Access Scorecards for teams they're not assigned to or managing.
• Make company-wide changes to Measurable settings.
• Override restrictions set by Admins or Owners.
• Access the company-wide Measurable Manager.

Why This Matters:
Managers have full control over the Scorecard tool for their specific teams. This allows them to build, refine, and evolve their department's Scorecards without needing to request help from company Admins every time they want to add or adjust a metric.

Common Use Case:
A department head realizes they need to track "Customer Onboarding Time" to predict service quality. As a Manager, they can create this new Measurable, set the goal, assign an owner, and add it to their team's Scorecard immediately.

Admin and Owner Roles

What Admins and Owners Can Do:

• Everything Managers can do.
• Access the company-wide Measurable Manager.
• Use the Measurable Managerto access and edit any team's Measurables.
• Delete Measurables permanently (as opposed to archiving).
• Implement structural changes to the organization of the Scorecard tool company-wide.

What Makes These Roles Different:
These roles have unrestricted access to the Scorecard tool across your entire company. They can see, edit, and manage every Scorecard, every Measurable, and every piece of data — essential for company-wide oversight and strategic decision-making.

Common Use Cases:

• The company Owner creates a Measurable for "Weekly Revenue" that appears on both the Leadership Team and Finance Department Scorecards.
• An Admin reorganizes how Measurables are categorized in the Measurable Manager to improve reporting.
• A Coach reviews all departmental Scorecards to identify where teams need support with goal-setting or metric design.

Key Concepts: Permissions in Action

Creating vs. Updating Measurables

Creating a Measurable means building a new Measurable from scratch — defining what you'll track, setting the goal, choosing an owner, and determining frequency. This requires Manager-level permissions or higher.

Updating a Measurable means entering data for an existing Measurable. Any licensed user (Team Member or above) can update it with new values.

Why the Distinction Matters:
You want stability in what you're measuring (that's why only Managers and above can create Measurables), but you need flexibility in who can report data (that's why Team Members can update).

Sharing Measurables Across Teams

One powerful feature of Ninety's Scorecard tool is the ability to share the same Measurable across multiple teams. For example, "Weekly Revenue" might appear on the Leadership Team Scorecard, the Finance Department Scorecard, and the Sales Team Scorecard.

Who Can Share Measurables:
Users with Manager or higher permissions can add an existing Measurable to one of their Scorecards. Here's how:

1. Navigate to the target team's Scorecard.
2. Click "New Measurable" and select Add Existing Measurable.
3. Search for the Measurable you want to share.
4. Add it to the team.

Important:
When you share a Measurable, all teams see the same data. If someone updates "Weekly Revenue" on the Finance Scorecard, that update appears on the Leadership Team and Sales Team Scorecards too.

The Measurable Manager

The Measurable Manager is a powerful tool for organizing, filtering, and managing all your company's Measurables in one place. It allows you to view Measurables by owner, team, status (active vs. archived), and more.

Who Can Access It:

• Admins and Owners can access the Measurable Manager to view and act upon Measurables from any team across the organization.
• Implementers can also access the Measurable Manager.

Why You'd Use It:

• Archive old Measurables that are no longer relevant.
• Reassign ownership of Measurables when roles change.
• Find Measurables to add to other team Scorecards.
• Clean up your My 90 personal dashboard.
• Review all active Measurables across your organization.
• Examine all Measurables owned by a specific user.

Common Scorecard Permission Scenarios and Solutions

Scenario 1: "I can't create a Measurable for my team."

Likely Cause:
Your user role is set to Team Member or Observer.

Solution:
You need Manager-level permissions or higher. Contact your company Admin or Owner to:

• Upgrade your role to Manager for your team, or
• Have them create the Measurable on your behalf.

Scenario 2: "I want to hide old Measurables without losing historical data."

Solution:
Use the Archive function instead of deleting. Archiving removes the Measurable from your active Scorecard but preserves all historical data for reporting and analysis.

Who Can Archive:
Only Admins, Owners, and Implementers can archive a Measurable, and only from the Measurable Manager.

How to Archive:

1. Go to the Measurable Manager.
2. Find the Measurable you want to archive.
3. Click the three-dot menu next to it.
4. Select "Archive."

The Measurable will be removed from your Scorecard but will remain accessible in the Measurable Manager, with all its historical data intact.

Best Practices for Managing Scorecard Permissions

1. Start with Team Members, promote to Manager when needed

Don't grant Manager permissions to everyone by default. Start most users as Team Members who can update their own Measurables. Promote individuals to Manager when they need to create or restructure Scorecards.

2. Use Observers for stakeholders who need visibility, not accountability

If someone should view the data but not be responsible for updating or managing it (e.g., board members, external coaches, advisors), assign them the Observer role.

3. Assign clear ownership

Every Measurable should have one — and only one — owner. That person drives the number and reports on it. Clear ownership prevents confusion about who is responsible for updating which metrics.

4. Review permissions quarterly

As your team grows and roles change, review user permissions at least once per quarter. Someone promoted to a leadership role may need Manager access. Someone who left a team may still have unnecessary access to that team's Scorecard.

5. Archive, don't delete

When a Measurable is no longer relevant, archive it instead of deleting it. This preserves your historical data for year-over-year comparisons and ensures you can always look back at past performance.

Subscription Plan Requirements

Access to the Scorecard tool depends on your subscription plan:

• Free Plan: No access to the Data tool.
• Essentials Plan: Full access to Scorecards and Measurables (with appropriate user role permissions).
• Accelerate Plan: Full access to Scorecards and Measurables (with appropriate user role permissions).
• Thrive Plan: Full access to Scorecards and Measurables (with appropriate user role permissions).

If you're on the Free plan and want to use Scorecards, you'll need to upgrade to at least Essentials.

Frequently Asked Questions