Update: In early 2022, a product reboot has happened, which pivoted the product much more towards setting goals (OKRs) but still has its roots in teamwork, metrics, and evidence-based management.
A tool for organizations needs some features like accounts governance. Agile Tools is already offering mechanics to invite users to be connected to the organization’s account. The first user that creates an account goes through the onboarding process and “claims” an organization. This makes the user an organization’s account owner.
To manage the organization’s account, go to My Profile:
and click Manage organization’s account button at the bottom of the screen.
You will see three sections: General, Users, and Delete Account. In the General tab, one can change the organization’s name, country, and industry.
If one wants to invite a colleague to collaborate on the same organization, he or she must be an account owner. In the current implementation (2.1.x), you must fill in the first name, last name, email, and role before sending the invitation. This way, the invitation will be more personal.
Remember – people first, tools and processes are just that – tools.
Adding a user opens a form to enter the user’s first name, last name, email, and role. The roles are now Scrum-oriented and hardcoded, but the functionality will inevitably expand as we shape the product further. Clicking the Invite button will send an email to the user with the instructions.
The invitee will also go through the onboarding process, but the organization will be preselected and non-editable. We might optimize joining the organization so that invitee will not have to confirm the account creation.
Release often and early is more important to us.
Disabling and removing a user from the organization are two additional options an account owner can use. Disabling a user will prevent him or her from logging in. Removing a user will render him or her organization-less, so at the next log-in attempt, he or she will have to create or select a different organization.
An account owner can also promote any successfully joined user to become an account owner. We will introduce more roles in the future, like the billing one.
Another option we are currently working on and will be available to an account owner is to generate an API key to access Agile Tools REST endpoints.
Stay tuned to get more updates.
Update: In early 2022, a product reboot has happened, which pivoted the product much more towards setting goals (OKRs) but still has its roots in teamwork, metrics, and evidence-based management.