Get Started by Role
Choose your role to find guidance specific to your responsibilities and access level in Digital.ai Agility.
Who should use this topic
This topic helps you navigate to role-specific getting started content based on your primary responsibilities. If you perform multiple roles, start with the role that matches your most frequent tasks:
- New to Agility? Start with your primary role's guide to learn essential workflows
- Experienced users? Use this page to find specific guidance for cross-functional responsibilities
- Administrators? Review all role guides to understand user perspectives when providing support
Note on roles and permissions: Role names are process-oriented to match common workflows. Your organization may use different titles (for example, "Product Manager" instead of "Product Owner"). Focus on the tasks and responsibilities rather than the exact title. Permissions are configured by administrators and may vary by project.
| Role | Key Tasks | Reference |
|---|---|---|
| Administrators | System setup and user management Workflow and process configuration Tool integrations and permissions | Get started as Administrator |
| Product Owners | Backlog prioritization and refinement Roadmap planning and stakeholder communication Feature definition and acceptance criteria | Get started as Product Owner |
| Scrum Masters and Team Leads | Sprint planning and velocity tracking Daily standups and retrospectives Impediment removal and team coaching | Get started as Scrum Master |
| Team Members | Task management and progress updates Collaboration with team members Work item completion and testing | Get started as Team Member |
| Portfolio Managers | Portfolio hierarchy and investment planning Cross-team dependency management Resource allocation and strategic alignment | Implement SAFe in Agility |
Related Topics
- Digital.ai Agility overview - Product introduction and core capabilities
- Access your workspace - Log in to start using Agility
- Understand Agility editions - Compare features across editions