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Team Admin Role Guide

As a Team Admin, you are able add a new team in AgilityHealth®, as well as edit teams that are tagged to you. If you’re also a ScrumMaster, please refer to the ScrumMaster Journey for additional role responsibilities.

Your permissions in AgilityHealth® allow you to:

  1. Manage Teams tagged to your profile
  2. View/Edit Teams at the Team and Portfolio/Program levels

Manage Teams

To set up or create a team, login to AgilityHealth® and you will see the Team Dashboard. In the upper right-hand corner of the screen, you can click the green ‘Add Team’ button to go through the simple Setting Up a Team wizard.

Admin_Role_Guide.PNG

To learn more about how to:


View and Edit Teams at the Team and Portfolio/Program Levels

If you're a Team Admin of a Program or Portfolio, you can view the program and portfolio levels for your teams. These will show in the orange and green swim lanes on the Team Dashboard. You're able to edit the team information by hovering over the team icon in the Swim Lane View of the Team Dashboard and clicking the blue Edit icon or clicking the red icon to Archive/Delete the team.

These same options appear when in the Grid View of the Team Dashboard, but are at the end of the team's row instead.

If you'd like to learn more about the different types of teams, please see the Understanding Teams, Multi-Teams and Enterprise Teams article.

If you’re also a ScrumMaster, please refer to the ScrumMaster Journey for additional role responsibilities.

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