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What User Roles are Available and How to Manage Them

There are multiple roles people in your company can play within AgilityHealth. Some users have the ability to manage and monitor their teams and lines of business with certain limitations in place, while others can only view data or take assessments. 

Important: Each role may see different dashboards and dashboard options based on what access the company has decided each role should have and what options are available for that role.

Manage Users

Upon logging into AgilityHealth, in the upper right hand corner to the left of your name, you should see the link to the Settings section. Click that to enter the Settings section.

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The Manage Users area is located in the Settings section.

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After clicking the View Users button under Manage Users, depending on your role, you will have access to view/edit/add/delete several roles including Company Admin, Organizational Leader, Business Line Admin, Team Admin, Individual and Coach.

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When adding a User, it is important to click on the correct role prior to clicking the “Add New” button to ensure the team member has the correct access to the site.

Important: Company Admins: Be sure to ask your Customer Success Manager for a detailed list of Roles, Settings, Advanced Permissions and Available Features.

Below is an explanation of each role and their basic abilities in AgilityHealth. The AgilityHealth Strategic Roadmap may also help you understand each role, their responsibilities and the available training/support by role. 


Company Admin

Who is a Company Admin?

A Company Admin is in charge of managing all the users, tags and teams in a company. The main point of contact for an AgilityHealth Customer Success Manager is a Company Admin. We recommend a Company Admin also be AgilityHealth Facilitator certified, so they fully understand the retrospective process.

What does a Company Admin do?

A Company Admin may work with Business Line and Team Admins to make sure all team info is kept up to date and help keep a cadence of retrospectives on track within all Business Line/Program/Train. They may create assessments and assign Facilitators to facilitate the retrospectives. 

A Company Admin can view, create and edit all users in AgilityHealth. They can also view, create and edit all teams at the Team, Multi-Team and Enterprise levels. They can also create and manage all tags assigned with teams, team members and users in AgilityHealth. 

A Company Admin also has visibility to every team's data on the Team Dashboard, Growth Items Dashboard, Assessment Dashboard, Admin Dashboard and Enterprise Dashboard views, if those dashboards are enabled. They also have visibility to the Facilitator Dashboard, if enabled and if they are an AgilityHealth Facilitator. This enables them to see all feedback on Facilitators and the retrospective sessions as well. 

For more in-depth information, view our Company Admin Role Guide.

NOTE: Advanced Company Admins can become Company Feature Admins, which would enable them to manage advanced permissions available to Business Line Admins and Team Admins, as well as manage select features for your company. Contact your Customer Success Manager for more information.

How do I add a Company Admin?

In Manage Users, click on the Company Admin link and then Click Add New to add a new Company Admin for your company.

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  • You will be required to enter information that has a red asterisk next to the field. (I.E. First Name, Last Name, & Email address)
  • Upload a Photo – You may click on the “Upload a Photo” link to select a file from your computer to display when other team members see a user’s profile.
  • My Skills – This will show what skill sets the user is proficient in and will help others within an organization better understand where the user can be of most use.
  • LinkedIn – This tab will display a link to the user's LinkedIn profile so others within an organization can view their professional background and better understand where the user can be of most use.
  • Notify User – This will send the user an email inviting them to join AgilityHealth. This can be sent at a later date, if you leave the box unchecked.

Click Save and Add New if you have more Company Admins to add. Click Save and Close if you are finished.


Organizational Leader

Who is an Organizational Leader?

This role in AgilityHealth is meant for Leaders and Managers who just need to see the aggregate data for a Program/Portfolio or Train and do not need to drill down into the individual team data. Growth Leadership Team members are also set up as Organizational Leaders because their role is to remove impediments brought up by the Teams at the Organizational level. 

What does an Organizational Leader do?

An Organizational Leader usually wants to see data aggregated at the Program/Portfolio or Train level. By default, they cannot see individual team names or sub-teams when filtering assessment results, but a Company Admin can choose to override that option. Organizational Leaders also do not have any admin permissions so they cannot create, edit or delete users, teams or tags. 

Growth Leadership Team members remove impediments brought up by teams by reviewing the growth items quarterly, prioritizing them and completing them, without specific team info getting in the way. 

An Organizational Leader has visibility to all data in the Enterprise Dashboard and Admin Dashboard views, if enabled. View our role guide for Leaders and Managers to learn more.

How do I add an Organizational Leader?

In Manage Users, click on the Organizational Leader link and then Click Add New to add a new Organizational Leader for your company.

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  • You will be required to enter information that has a red asterisk next to the field. (I.E. First Name, Last Name, & Email address)
  • Upload a Photo – You may click on the “Upload a Photo” link to select a file from your computer to display when other team members see a user’s profile.
  • My Skills – This will show what skill sets the user is proficient in and will help others within an organization better understand where the user can be of most use.
  • LinkedIn – This tab will display a link to the user's LinkedIn profile so others within an organization can view their professional background and better understand where the user can be of most use.
  • Notify User – This will send the user an email inviting them to join AgilityHealth. This can be sent at a later date, if you leave the box unchecked. You will also be able to choose if the user should be allowed to see team names and/or sub team names or if those should be hidden from their view.
  • Filter By - You can search and filter multi-teams and enterprise teams by team name, work type or any additional tag. Select all the teams this user should have access to by clicking on the team name. View more information on what a Tag is and how they can be created and used

Click Save and Add New if you have more Organizational Leaders to add. Click Save and Close if you are finished.


Business Line Admin

Who is a Business Line Admin?

The intent of the Business Line Admin role is to be a proxy to a Company Admin who needs assistance managing all the users, tags and teams in a company. Tags are applied to each Business Line Admin linking them to the teams they need to monitor. Oftentimes, an Agile Coach, a representative from a Community of Excellence focused on Agile Adoption, or a Manager in charge of a Business Line, Program or Train is set up as a Business Line Admin. AgilityHealth Facilitators who facilitate retrospectives within a Business Line full of many teams may also need to be a Business Line Admin.

What does a Business Line Admin do?

A Business Line Admin may work with ScrumMasters to make sure all team info is kept up to date and help keep a cadence of retrospectives on track within the Business Line/Program/Train. They may create assessments and assign Facilitators to facilitate the retrospectives. 

A Business Line Admin can view and edit any team they are tagged with, along with the Team Admins assigned to those teams. They can create teams and add team members to those teams, as well as add Team Admins. A Business Line Admin can also create multi-teams such as Programs, Product Lines, Portfolios or any roll-up of teams the company would like to see. 

A Business Line Admin also has visibility to their Business Line’s data on the Team Dashboard, Growth Items Dashboard, Assessment Dashboard, Admin Dashboard and Enterprise Dashboard views, if those dashboards are enabled.

NOTE: Company Feature Admins (see Company Admin section above) are able to turn on/off advanced permissions for Advanced Business Line Admins. Contact your Customer Success Manager for more information.

How do I add a Business Line Admin?

In Manage Users, click on the Business Line Admin link and then Click Add New to add a new Business Line Admin for your company.

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  • You will be required to enter information that has a red asterisk next to the field. (I.E. First Name, Last Name, & Email address)
  • Upload a Photo – You may click on the “Upload a Photo” link to select a file from your computer to display when other team members see a user’s profile.
  • My Skills – This will show what skill sets the user is proficient in and will help others within an organization better understand where the user can be of most use.
  • LinkedIn – This tab will display a link to the user's LinkedIn profile so others within an organization can view their professional background and better understand where the user can be of most use.
  • Notify User – This will send the user an email inviting them to join AgilityHealth. This can be sent at a later date, if you leave the box unchecked. 
  • Filter By - You can search and filter multi-teams and enterprise teams by team name, work type or any additional tag. Select all the teams this user should have access to by clicking on the team name. View more information on what a Tag is and how they can be created and used

Click Save and Add New if you have more Business Line Admins to add. Click Save and Close if you are finished.


Team Admin

Who is a Team Admin?

The intent of the Team Admin role is to manage one or a few teams to keep their information and members updated, as well as to create and launch assessments regularly while helping the Team track and manage their growth items. Tags are applied to each Team Admin linking them to the teams they need to monitor. Generally, both AgilityHealth Facilitators (AHF) and ScrumMasters are set up as Team Admins. 

What does a Team Admin do?

Since they are generally AHFs and ScrumMasters, Team Admins work together to schedule quarterly retrospectives, while the ScrumMaster keeps the Team information updated and the AHF creates and launches the assessments. During the retrospective session, the AHF helps the team analyze their results and the ScrumMaster is involved in helping the team create their growth items, under the guidance of the AHF.

After the retrospective session, the AHF updates the maturity level of the Team and puts in any notes from the session, while the ScrumMaster takes the growth items back to break down into stories the Team will work on during their normal sprints/iterations. The ScrumMaster will also update the progress of the growth items inside AgilityHealth and mark them as resolved when completed. 

A Team Admin can view and edit any team they are tagged with. They can also create teams and add team members to those teams. A Team Admin can see their Team's results and data, as well as the Multi-Team level roll-ups for their team's Portfolio/Program, if they are assigned to more than one team within that Portfolio/Program.

A Team Admin also has visibility to their Team's data on the Team Dashboard, Growth Items Dashboard, Assessment Dashboard, Admin Dashboard views, if those dashboards are enabled.

NOTE: Company Feature Admins (see Company Admin section above) are able to turn on/off advanced permissions for Advanced Team Admins. Contact your Customer Success Manager for more information.

For more in depth information, view our Team Admin Role Guide

How do I add a Team Admin?

In Manage Users, click on the Team Admin link and then Click Add New to add a new Team Admin for your company.

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  • You will be required to enter information that has a red asterisk next to the field. (I.E. First Name, Last Name, & Email address)
  • Upload a Photo – You may click on the “Upload a Photo” link to select a file from your computer to display when other team members see a user’s profile.
  • My Skills – This will show what skill sets the user is proficient in and will help others within an organization better understand where the user can be of most use.
  • LinkedIn – This tab will display a link to the user's LinkedIn profile so others within an organization can view their professional background and better understand where the user can be of most use.
  • Notify User – This will send the user an email inviting them to join AgilityHealth. This can be sent at a later date, if you leave the box unchecked. 
  • Filter By - You can search and filter multi-teams and enterprise teams by team name, work type or any additional tag. Select all the teams this user should have access to by clicking on the team name. View more information on what a Tag is and how they can be created and used

Click Save and Add New if you have more Team Admins to add. Click Save and Close if you are finished.


Individual Team Members

Who is a Team Member?

An Individual is a Team Member, but typically not a ScrumMaster, who will be taking a team level assessment and needs access to view their team's results, as well as manage growth items on their team's growth plan. 

Learn how to add team members to a team by visiting our Setting up and Managing Teams article. 


Coaches

Do I set up our Agile Coaches in the Coach section of Manage Users?

A Coach generally refers to an Agile Coach inside your company but they can have a few different roles within AgilityHealth. Oftentimes, an Agile Coach is set up as a Business Line Admin, so they can analyze team and business line radar results to help provide coaching in the necessary areas, as well as provide facilitation skill training to AgilityHealth Facilitators.

Agile Coaches are also often AgilityHealth Facilitators themselves, and participate in advanced AgilityHealth Training enabling them to facilitate Multi-Team Growth Strategy workshops, along with the Enterprise Business Agility Radar and additional Radars such as Servant Leadership. 

If a Coach is going to be a special reviewer on Individual 360 Radars or be available in the Coaching section of the Growth Portal, they will need to be added to the Coach section under Manage Users, in addition to their other user role. If you choose to set someone up as a Coach and they are not already an AgilityHealth user, they will automatically be created as an Individual as well. Both Individual 360 Radars and the Growth Portal are features that your company will need to have enabled, if they are not already enabled. Please contact your Customer Success Manager for more information.

What does a Coach do?

  • Agile Coaches within your organization are set up in AgilityHealth as a user first (e.g. Business Line Admin or other role) and can also then be listed in this Coaches category to appear as a resource in the Growth Portal (if your company has this feature enabled).
  • If your company is using Individual 360 Radars, a coach set up in the Manage Users Coaches category and then selected as an Added Coach when setting up an Individual 360 Radar assessment will allow the Coach to review the radar results and assist the individual in making their growth plan.
  • If you would like an Agile Coach to participate in a team level assessment and view their results separately from the team, you would add them as a team member into the team being assessed and then select Agile Coach from the Role drop down. This will allow their results to show as a dotted line on the detail view for a results radar. 
  • View more information for Coaches here including how to facilitate a Multi-Team Growth Strategy workshop, an Enterprise Business Agility Assessment and a SAFe Radar Assessment.

How do I add a Coach?

In Manage Users, click on the Coach link and then Click Add New to add a new Coach for your company.

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  • You will be required to enter information that has a red asterisk next to the field. (I.E. First Name, Last Name, & Email address)
  • Upload a Photo – You may click on the “Upload a Photo” link to select a file from your computer to display when other team members see a user’s profile.
  • My Skills – This will show what skill sets the user is proficient in and will help others within an organization better understand where the user can be of most use.
  • LinkedIn – This tab will display a link to the user's LinkedIn profile so others within an organization can view their professional background and better understand where the user can be of most use.
  • Bio - This will allow the Coach to talk about their background and experience in coaching teams toward success through Agile methodologies and/or some fun facts about themselves.

Click Save and Add New if you have more Coaches to add. Click Save and Close if you are finished.

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