Invite Your Implementer
Learn how to invite your Professional EOS Implementer to your Ninety account.
Written by Amanda Barfield
Updated at July 27th, 2024
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Account Options and Troubleshooting
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Integrations and Beta
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Using Ninety with EOS
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Insights
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Scorecard
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Rocks
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To-Dos
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Issues
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Meetings
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Headlines
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V/TO
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Accountability Chart
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1-on-1
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People and Toolbox
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Directory
Table of Contents
Inviting an Implementer
Only a user with Owner-level permissions can invite or add someone as an Implementer.
- Navigate to the Directory on the left main navigation.
- Click Add People.
- Ensure Invite to Company is selected.
- Fill out the required information (First Name, Last Name, and Email).
- Choose the Implementer Role on the corresponding dropdown menu.
- Click the Invite to Company button at the bottom of the pop-up menu.
Selecting the Implementer role grays out the Teams field because that role has access to all teams.
Implementer Permissions
Add your Implementer, coach, or any advisor as a free user with complete access to edit and view your full account. If you have a Professional EOS Implementer on your account, they can edit similarly to an Admin.
- Edit all teams
- Invite users
- Control Billing (adding a credit card and updating subscriptions)
- Add/Create any content
- Start meetings
- View Feedback Conversations
However, Implementers cannot be assigned content (Rocks, To-Dos, Issues, and so on).
Permission Details for Each Tool
Read through the tabs below to find authorizations for each of Ninety's tools.
Scorecard
Rocks
To-Dos
Issues
Meetings
V/TO®️
Accountability Chart
1-on-1
Process
Directory
EOS Toolbox™
Surveys
Settings
Updating an Existing User to Implementer
- Navigate to the Directory on the left main navigation.
- Find the person in your Directory to become your Implementer.
- Click on their current role in the Role column.
- Click on Implementer from the dropdown menu.
Once someone has the Implementer role, they cannot be assigned to any teams and will be removed from any teams they were on previously. Their role gives them access to view and edit all teams on your account.