How to Add or Invite People to Ninety

Use the Directory to add a name to the Responsibilities Chart or invite a new user through email.

Christine Watts avatar
Written by Christine Watts
Updated over a week ago

Terms that appear with an asterisk (*) are configurable and may differ from your Ninety. Explore our glossary of terms.

Adding a User to Ninety

When adding users to Ninety, Owners*, Admins*, and Managers* have two options:

Option 1: Add to Directory Only. People added only to the Directory* may be assigned to Responsibilities* seats but can't be assigned content like Rocks*, To-Dos*, and Issues*. Adding people to the Directory* is free.

Option 2: Add to Company. Invite a person to the account as a paid user (only paid users can be assigned content). This requires a license. Learn how to add licenses to your account.

Option 1: Add a User to the Directory* Only

  1. Within the Directory*, click Add Person in the upper right corner.

  2. Toggle to Add to Directory Only.

  3. First and last names are required, while an email address and profile picture are optional.

  4. After adding a user to the Directory*, Managers* can

    • Add them to the Responsibilities* Chart

    • Click their name in the Directory* to add details and/or a profile image

This user is free. This process does not email the person an invitation and the user does not have Rocks*, To-Dos*, Issues*, KPIs*, or conversations. To have access to these features, see Option 2.

Option 2: Add a User to the Company

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.

  1. Within the Directory*, click Add Person in the upper right corner.

  2. Toggle to Add to Company.

  3. Enter required information.

  4. Once the user has been added to the company, Ninety sends an email asking them to join the company.

Inviting a User from the Directory*

To invite a user already in the company's Directory*, click the Invite or Re-invite button on their row in the Directory*.

Have the team member check their email for the link to activate their account — the email will be from helpful@ninety.io.

Frequently Asked Questions

  1. 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.

  2. 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 user.

  3. 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.

Once they've been added or invited, add users to the Responsibilities Chart*.

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