Roles dictate what content a user can edit or view within Ninety.io, and also includes access to powers such as inviting new users or viewing the billing options.
Here is a general overview of each role's capabilities:
Accountability Chart | Process | VTO | Rocks/To-Do's/Issues | |
Owner | Edit | Edit | Edit | Create/View all Teams |
Admin | Edit | Edit | Edit | Create/View all Teams |
Manager | Edit | Edit | Edit their Team | Create/View their Team |
Managee | View | View | View | Create/View their Team |
Observer | View | View | View | View Team |
You can find more details regarding each below.
Assigning Roles to existing users
To set Roles for each user, navigate to the Directory.
Use the Roles drop-down to select one of the different options.
Expanded permissions for each Role
Owner
By default, the person that creates the company is the owner of the company account and receives the related permissions.
The owner sees information for every team, even if they are not a member of that team. If they are not an active member of the team, they will not show up as a potential owner of any items (Rocks, To-Do's, Issues, etc).
They will see billing information and receive billing notifications.
Restrictions: none
Admin
Same user permissions as the owner.
Restrictions: Cannot delete a company account.
Manager
They can only access and edit information for teams they are a member of. They have access to Settings, so they can create new teams and users, but only for the team(s) they are on.
Restrictions:
Cannot view any Feedback conversations other than their own.
In Settings: Cannot access billing.
Cannot change the role or teams of themselves, or other Owners, Admins and other Managers.
Managee
They can only access and edit information for the team(s) they are a part of. They cannot perform any administrative tasks.
Restrictions:
Cannot edit the V/TO™, the Accountability Chart or Process.
Cannot view any feedback conversations other than their own.
Cannot create new measurables.
Cannot access settings.
Observer*
Only view information related to their team(s).
Restrictions: Cannot edit anything and cannot access settings.
*Observer is the only role that IS NOT counted towards your total number of users during Billing. They will appear as "Free Users" in your account. Every other user will be counted for Billing when their invitation is sent.
Ready to start assigning people to these roles? Invite users to your account now!