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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.

RoleKey TasksReference
AdministratorsSystem setup and user management
Workflow and process configuration
Tool integrations and permissions
Get started as Administrator
Product OwnersBacklog prioritization and refinement
Roadmap planning and stakeholder communication
Feature definition and acceptance criteria
Get started as Product Owner
Scrum Masters and Team LeadsSprint planning and velocity tracking
Daily standups and retrospectives
Impediment removal and team coaching
Get started as Scrum Master
Team MembersTask management and progress updates
Collaboration with team members
Work item completion and testing
Get started as Team Member
Portfolio ManagersPortfolio hierarchy and investment planning
Cross-team dependency management
Resource allocation and strategic alignment
Implement SAFe in Agility