How can we help you?

Manage Users

There are multiple roles people in your company can play within AgilityHealth. Companies can give Users the ability to manage and monitor their teams and lines of business with certain limitations in place. 

In order to get to the Manage Users section, you will first need to start out on the Team Dashboard.

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

Manage Users

On the left hand side of your name you should see the link to the Settings section. Click that to enter the Settings section.

Settings.jpg

The Manage Users area is located in the Settings section.

Manage_Tags.jpg

After clicking the View Users button, depending on your role, you will see several choices of roles to add an individual - Company Admin, Org Leader, Business Line Admin, Team Admin, Individual, Coach. 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.

Add_New_User.png

Here is an explanation of each role and their permissions:


Company Admin

  • This is generally the point of contact for AgilityHealth Customer Success Managers
  • Has access to manage all users
  • Can manage all tags (add roles, add programs/business units)
  • Has access to see all teams at Enterprise, Portfolio/Program and Team level
  • Has visibility to all data on the Team Dashboard, Admin Dashboard, Enterprise Dashboard, Growth Item Dashboard, Assessment Dashboard and Facilitator Dashboard views, if enabled
  • Can add/remove/update all teams at all levels
  • View our Company Admin Role Guide

Click Add New to add a new Company Admin for your company.

Add_company_admin.JPG

  • 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

  • This is generally a Leader or Manager and/or a member of a Growth Leadership Team
  • Has visibility to all data in the Enterprise Dashboard and Admin Dashboard views, if enabled
  • They will see all the data that is aggregated at the Program level and above on the Team Dashboard; they are not able to drill into individual team data unless this feature is turned on
  • May choose to hide Team Names within the Program/Portfolio and Enterprise Levels
  • View the role guide for Leaders and Managers.

Click Add New to add a new Organizational Leader for your company.

Add_org_leader.JPG

  • 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

  • This is commonly an Agile Coach
  • Has access to manage their business unit’s Team Admins
  • Has access to see their business unit’s teams at Enterprise, Portfolio/Program and Team level
  • Has visibility to their business unit’s data on the Team Dashboard, Growth Items Dashboard, Assessment Dashboard, Admin Dashboard and Enterprise Dashboard views, if enabled
  • Can add/remove/update their business unit’s teams at the Business Unit and Team levels

Click Add New to add a new Business Line Admin for your company.

Add_Business_Line_Admin.JPG

  • 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

  • This is commonly an AgilityHealth Facilitator and also ScrumMasters
  • Has access to manage their team's participants
  • Has access to see their teams Portfolio/Program and Team level. The Program level is only available if they administer more than one team in the same Program
  • Has visibility to their team’s data on the Team Dashboard, Growth Items Dashboard, Assessment Dashboard and Admin Dashboard views
  • Can add/remove/update their team(s) at the Team level 
  • Can review and manage their team's growth plan
  • View our Team Admin Role Guide 

Click Add New to add a new Team Admin for your company.

Add_Team_Admin.JPG

  • 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

  • This is any member of a team, but typically not a ScrumMaster
  • Has view only access to their team's assessment results
  • Has the ability to add, edit and delete growth items on their team's growth plan 
  • View information for Team Members

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


Coaches

  • Agile Coaches within your organization are set up in AgilityHealth as a user (e.g. Business Line Admin or other role) and can also be listed in this Coaches category to appear as a resource in the Growth Portal (if your company has this feature enabled) or to be a special reviewer on Individual 360 Radars.
  • For Individual 360 Radars, if a coach is set up in the Manage Users Coaches category and selected as an Added Coach when setting up an Individual 360 Radar assessment, the coach will then be allowed to review the radar results and assist the individual in making their growth plan.
  • View information for Coaches 

Click Add New to add a new Coach for your company.

Add_Coach.JPG

  • 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.

Was this article helpful?
0 out of 0 found this helpful
    Download article

Comments

Please sign in to leave a comment.

In this article: