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thomas@ninety.io
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Inviting Users When inviting and adding users to Ninety, there is two different ways to do it - they can be added to your company or only to the directory. When you add a user to the company, they're invited to the company through email. Once a user accepts the invite, they have a login and the ability to be assigned a Role. Learn more about Role
Our Data Transfer Services Tired of your data being siloed? We can import all your data onto Ninety for free. What Information Can I Transfer? Meeting items, such as: Rocks To-Dos Issues Headlines Scorecards Vision Org Chart Sending Us Your Data Our Support Team can upload data to your account. Whether you're new to Ninety or incorporating more o
Creating a New Team To create a new team or edit existing teams, users must have the role of Owner, Admin, Manager, or Coach. Click your name from the bottom of the left navigation. Click Company Settings or Teams. Click Create Team. Write the Team's Name. Click Add. Company Settings appears for Owners and Admins. Teams appears for Managers.
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: Role Org Chart tool Process tool Vision tool Rocks, To-Dos, Issues Owner Edit Edit Edit Create/View All Teams' Admin Ed
The Data Tool The Data tool simplifies setting up and managing your team’s Scorecard to keep track of goals on five levels: Organization-wide Leadership Team Departmental Teams Individuals Reviewing the Data tool every week is a critical function of team meetings. The primary functions of the Data tool include: Creating KPIs Monitoring Scorecards C
Addressing Issues Issues are the heart of our Weekly Team Meetings. We join together to Raise, Discuss, and Resolve (RDR) the Issues most pertinent to our responsibilities for the week, quarter, or year. Methods of Prioritization We have four primary ways to prioritize Issues during a meeting: Ranking 1-5 Top 3 selector Drag and drop Issues Voting I
What Is the Data Tool? Use the Data tool to create and manage your individual and team's key performance indicators (KPIs). Each KPI provides visibility to the goals essential to the team's success. During most meetings, your team reviews its Scorecards to see if any KPIs need to be discussed. For example, if a KPI has been off target for three or m
Linking connected items in Ninety helps teams document progress, clarify dependencies, and prioritize objectives. Users can create as many linked items from existing items as needed. For example, all Issues, To-Dos, and Headlines relating to a single Rock can be created as linked items from that Rock. To create a linked item from an existing item: C
Adding Users to Ninety Owners, Admins, Managers, and Implementers can add as many observers to the directory free of charge. Once they're in your Directory, you can assign them to teams, add them to a Seat on the Org Chart, and Activate their account when you're ready to pay for their license and have them use our platform. Add to Company How to Add
How Ninety Improves Team Performance Ninety is a comprehensive software solution for teams to work more effectively toward achieving their vision. Our tools help you run better meetings, measure performance, and increase transparency. Explore our site to learn more about us. Watch the video below for an overview of what we offer to teams like yours.
The Billing Page Users with Owner, Admin, and Coach roles can review the billing page. Follow these steps to review your billing information: Click your name from the bottom of the left navigation. Click Billing from the popup. Updating Your Payment Method From Billing settings, here's how to update your payment method through Stripe, our me
The Headlines Tool All users can view Headlines from the main navigation to create and send messages to each other. Reading Headlines is a core component of the Weekly Team Meeting's agenda. These are news items worth sharing but may not need further discussion. If a Headline warrants further discussion, right-click it and make it an Issue. Headlin
Using Smart KPIs for Added Functionality Smart KPIs transform existing KPIs into variables that can be used to create formulas. They give you the power to automatically perform calculations on your Scorecard as you enter data. Smart KPIs can use the following basic mathematical operators, including order of operations formulas with parentheses: Addi
Editing an Existing Agenda or Create a Custom Agenda Users with the role of Manager or higher can edit and customize meeting agendas. Read more about roles here. Edit Agenda Click Meetings from the left navigation. Click the Open Meeting Settings icon. Choose the correct team from the Team dropdown. Choose the agenda to edit from the dropdown. Custo
Organizing Your Org Chart Users with Manager or higher permissions can organize the Org Chart in the following ways: Creating new Seats Assigning users to a Seat Deleting Seats Rearranging Seats Cloning Seats Click through the tabs below to learn how. Creating New Seats To create a new Seat on your Org Chart: Click Org Chart from the left navigation
Accessing Your Settings User settings allow you to make changes to your Ninety experience without affecting the rest of your company. To access user settings: Click your name from the left navigation. Click User Settings. Settings Options On the left side of your screen, you'll find the following User Setting pages, Profile Account Pref
What Is the Meetings Tool? Use the Meetings tool to manage your daily, weekly, monthly, quarterly, and annual meetings. We've pre-populated proven agendas to ensure your meetings are efficient, effective, and documented. Team leaders can also customize or create their own agendas to tailor meetings to specific needs. Ninety simplifies meeting manage
What Is Partner Hub? Partner Hub is for coaches using Ninety with their clients. Use this tool to create templates, manage referrals, and set up clients. This tool is tied to a coach, implementer, or partner account and applied across the user's assigned companies. If you do not see this tool, contact partner@ninety.io for assistance. Managing
Canceling Your Subscription Click your name at the bottom of the left navigation. Click Billing. Click Cancel my subscription. Fill out the exit form. Click Continue. Click Cancel subscription. Only Owners and Admins can cancel a subscription.
Documenting Your Processes Our Process tool is open for all users in your Directory to view. Team members can locate and follow the steps and sub-steps of any Process. Creating a Process To create a new Process: Click Process from the left main navigation. Click the Add New Core Process plus sign to the right of the last Process card. (Optional) Ass