Invite a User
Learn how to invite or re-invite a user to your service and discover the benefits of a streamlined process.
-
Using Ninety with EOS
-
Account Options and Troubleshooting
-
Integrations and Beta
-
Measurables
-
Rocks
-
To-Dos
-
Issues
-
Meetings
-
Headlines
-
V/TO
-
Accountability Chart
-
1-on-1
-
People and Toolbox
-
Directory
Table of Contents
Inviting a user to Ninety means you can assign them content such as Rocks and To-Dos. They have their own unique login and count towards your billing.
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 Roles for invited users. This action requires a license.
Added to Company | Added to Directory |
---|---|
Paid user | Free of charge |
Can be assigned tasks (Rocks, To-Dos, Issues, KPIs) | Cannot be assigned any tasks (Rocks, To-Dos, Issues, KPIs) |
Can be added to the Responsibilities Chart | Can be added to the Responsibilities Chart for tracking seats |
Inviting a User
- Click Directory from the left navigation.
- Click Add Person.
- Toggle to either
- Add to Company
- Add to Directory Only
- Enter their contact info, including:
- Team(s) they are in
- Their Role
Re-Inviting a User
The invite sent through the above process is valid for 14 days. If they do not accept the invite within 14 days, the invite will need to be resent. To resend, click the Re-invite button next to the user's name. Verify their email address and send. The invited user receives a new email link to join Ninety.
If there is no Re-invite button, that means the user is already active and needs to log in (https://app.ninety.io/login).
Frequently Asked Questions
How do I change a user's team or Role after they've been invited?
Use the drop-down next to their name on the Directory page.
How do I invite the user if I do not see Invite or Re-invite in the Directory?
If the Directory does not show Invite or Re-invite, then the person is already an active use
What does it mean if a user is Directory-only?
This is a free user and can be or has been put on a team and assigned a role by a Manager. This user can't be assigned content.