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Adding and Inviting Users to Your Account

Gain insight into how to quickly and easily add and invite people in Ninety.

Written by Tommy Mains

How to Add and Invite Users to Your Ninety Account

Owners, Admins, Managers, and Coaches can add new users to a Ninety account. New users receive an email invitation and activate their own accounts. Owners, Admins, Managers, and Team Members require a paid license. When an Owner or Admin adds a user and no license is available, we'll automatically increase your license count to match. Managers can invite users but cannot add licenses.

To add a new user to your account:

  1. Click Add Teammates from the left navigation.

  2. Select the user's role from the Role access dropdown.

  3. Add an email address.

  4. Select their team(s) in Ninety with the Team(s) dropdown.

  5. Click Add another user to continue or Add teammates to complete this action.

To add several users at once, use the bulk import users option. To learn more about licenses, see Billing and Payments Overview.

New users need to activate their accounts. Have the new team member check their email for the activation link (from helpful@ninety.io). After activating their account, the invited user can add their first and last name to their profile in the Directory.

Who can invite users

Owners, Admins, Coaches, and Managers can all invite users to your Ninety account, with two limits:

  • Only an Owner can invite a Coach. Admins and Managers cannot, and the Coach option will not be selectable for them. See Inviting Your Coach.

  • Managers can only invite users at their own permission level or lower. A Manager cannot invite an Owner, Admin, or Coach.

Managers can invite, but only into licenses you already have. Every paid role (Owner, Admin, Manager, or Team Member) needs an available license. When an Owner or Admin invites someone and no license is available, Ninety adds one automatically and applies a prorated charge. Managers do not have billing access, so they cannot add licenses.

If you want Managers to do the inviting, have an Owner or Admin check the Available license count on the Billing page first and add enough licenses to cover the people you plan to invite. Managers cannot see that number themselves. For steps, see Adding, Removing, and Reassigning Licenses.

How to activate an Inactive user

To activate a user with the Inactive role:

  1. Click Directory from the left navigation.

  2. Click the Invite to Ninety button on the right side of the user's row.

  3. Select a role from the Role access dropdown.

  4. Add the user's email address.

  5. Select their team(s) in Ninety with the Team(s) dropdown.

Role access breakdown

When adding a new user, you'll select their user role. Owners, Admins, Managers, and Team Members require a paid license. Here's a brief description of each user role.

Owner

Can view and edit company settings and all items within public and private teams. Is the only user who can delete the company account.

Admin

Can view and edit company settings and all items within public and private teams.

Manager

Can view and edit all items within their assigned teams. Can invite users and create new teams, but cannot add licenses.

Team Member

Can view and edit all items within their assigned teams.

Inactive

Does not have access to Ninety but can be assigned a Seat on the Org Chart.

Observer

Has view-only access to items within assigned teams. Cannot own items such as Rocks, Issues, or To-Dos.

Coach

Can view and edit the entire company account. Cannot own items such as Rocks, Issues, or To-Dos.

For a full breakdown of what each role can do across all tools, see User Roles and Permissions.

Updating an email address

Only users can change or update their own email address in Ninety.

Accepting an invitation (new user guide)

If you've been invited to Ninety by your company, here's what to expect:

  1. Check your inbox for an email from helpful@ninety.io with the subject line containing your company's name and an invitation to join Ninety. Check your spam or junk folder if you don't see it.

  2. Click the Accept Invitation button in the email. This opens a page where you can set your password and activate your account.

  3. After setting your password, you'll be taken directly into your company's Ninety account. Your role and team access are already configured by your admin.

Didn't receive the invite? Ask your Owner, Admin, or Manager to click Resend Invite on your row in the Directory, or to copy and send you a direct invite link. Make sure to check your spam folder before asking for a resend.

To update your email address:

  1. Click your name at the bottom of the left navigation.

  2. Click User Settings.

  3. Click the Contact tab.

  4. Update or add a new email address (including the type: Main, Personal, or Work).

Re-inviting users

To resend the invitation email required to activate a user's account, click the Resend Invite button on their row in the Directory. If they've checked their spam folder and still can't find the email, double-check the email address before contacting support.

You can also send a direct invite link:

  1. Locate the user in your Directory. Click Directory from the left navigation. Search for and locate the user you've already invited to join your Ninety account.

  2. Copy their unique invite link. Click the ellipsis on the right side of the user's row. Then, click Copy unique invite link from the options shown.

  3. Send the link to your team member. Paste the link in a message to your team member. When they click the link, they can finish accepting their invitation.

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