Mastering User Management in Digital.ai Agility

Table of Contents

Introduction

• What is Digital.ai Agility?
• Who can add users on Digital.ai Agility?
• How to access the admin section?

User Roles and Privileges

• Admin Privileges Role
• Project Role

Managing Users

• Adding a User
• Assigning Project Roles
• Assigning Administrator Privileges

Frequently Asked Questions

• How to get assistance with Windows Integrated Authentication or Single Sign-On (SSO)?
• How to change the password for a Digital.ai Agility account?
• What are the two roles assigned to a Digital.ai Agility account?
• What to do if You cannot view backlog items in a project?
• How to Create and manage projects or project artifacts?

Conclusion

Managing Users in Digital.ai Agility

Introduction

Digital.ai Agility is a powerful tool for managing agile projects. As an administrator, you have the responsibility of managing users on the platform. In this tutorial, we will guide you through the process of managing users in Digital.ai Agility.

What is Digital.ai Agility?

Digital.ai Agility is an agile project management tool that helps teams plan, track, and deliver software projects. It provides a comprehensive set of features for managing agile projects, including backlog management, sprint planning, and release management.

Who can add users on Digital.ai Agility?

Only administrators can add users on Digital.ai Agility. If you are not an administrator, you will need to contact an administrator to get administrator privileges.

How to access the admin section?

Before you begin, ensure that you have access to the admin section. If you do not have access to the admin section, you do not have administrator privileges. To access the admin section, click on the "Admin" button on the top right corner of the screen.

User Roles and Privileges

Digital.ai Agility provides two roles: Admin Privileges Role and Project Role.

Admin Privileges Role

The Admin Privileges Role allows members to perform administrative tasks, such as changing system configuration, adding new members, and more.

Project Role

The Project Role allows a member to create and manage project-level artifacts in all projects they are assigned to.

Managing Users

Adding a User

To add a user, click on the "Admin" button and go to the "Members" category. Click on "Members" and then click on the "Invite Members" drop-down menu. Click on "Add Member" and provide all the necessary information. Select the appropriate admin privileges and click "Save".

Assigning Project Roles

Project roles are used to grant users different levels of access to different projects Based on the roles they play. Project roles can be assigned in two ways: from the Member Roles page and from the Project Roles page.

To assign a project role to an existing user, follow these steps:

1. From the Admin menu, select "Projects" and click on "Member Roles".
2. Expand the project tree and select a project. Click "Manage" next to the project name.
3. For each member, select a role from the "New Project Role Owner" list drop-down.
4. Select the check box if you want the member's name to display in the owners list.
5. Click "Save".

Alternatively, to assign a project role to an existing user, follow these steps from the Admin menu:

1. Select "Members" and click on "Project Roles".
2. Click "Manage" next to a user's name.
3. Expand the project tree, select the project, and the roles from the "New Project Role Owner" list drop-down.
4. Select whether you want it to be displayed in the owner list.
5. Click "Save".

Assigning Administrator Privileges

To assign administrator privileges to a new user, follow these steps:

1. Click "Admin" and go to the "Members" category. Click on "Members".
2. Click the "Edit" button next to a person's name.
3. In the member's detailed window, select a role from the "Admin Privileges" drop-down list.
4. Click "Save".

To assign administrator privileges to an existing user, follow these steps:

1. Click "Admin" and go to the "Members" category. Click on "Members".
2. Click the "Edit" button next to a person's name.
3. In the member's detailed window, select a role from the "Admin Privileges" drop-down list.
4. Click "Save".

Frequently Asked Questions

How to get assistance with Windows Integrated Authentication or Single Sign-On (SSO)?

If you use Windows Integrated Authentication or Single Sign-On (SSO), contact your organization's network administrator for assistance.

How to change the password for a Digital.ai Agility account?

If you use Digital.ai Agility authentication, follow these steps:

1. Click on "Admin" and go to the "Members" category. Click on "Members".
2. Click the "Edit" button next to the member's name.
3. Type a new password in the password field, repeating it in the confirmation field.
4. Click "Save".

The member can now log on with the new password and change it to something more secure.

What are the two roles assigned to a Digital.ai Agility account?

The two roles assigned to a Digital.ai Agility account are Admin Privileges Role and Project Role. While the Admin Privileges Role allows you to perform system admin tasks, it does not grant you access to projects. Project Role determines your access to a project.

What to do if you cannot view backlog items in a project?

If you can view all details of a project but cannot make any changes, you are probably not assigned to the project or the project role assigned to you does not allow you to view backlog items. The solution is to get observer access to the root system, all projects, project, or get access to the specific project the story belongs to.

How to create and manage projects or project artifacts?

The ability to make changes to a project or its artifacts depends on the specific project role assigned to you. If you have a role like observer or requester, you will only be able to view projects but not be able to make any changes. To be able to create and manage projects or project artifacts, ensure that you have the appropriate project role.

Conclusion

Managing users in Digital.ai Agility is an important task for administrators. By following the steps outlined in this tutorial, you can add users, assign project roles, and assign administrator privileges. If you have any questions or need assistance, refer to the frequently asked questions section or contact your organization's network administrator.