Home Introduction

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Welcome to Agility Blue! After successfully logging in, you’ll land on the Home Page, which serves as the top-level hub for navigating workspaces, managing user accounts, and access to organizational settings.

What You’ll See

  • Workspaces List
    A grid view of all the workspaces you have access to. Workspaces act as individual environments for projects, tasks, and collaboration.

  • Your Account Settings
    A page dedicated to your Agility Blue account.

  • Admin Tools (if applicable)
    If you have the Organizational Administrator role, you’ll also have access to administrative tools to manage user accounts, workspace access, and organizational settings.

Key Features

Multi-Workspace Access

Switch between different workspaces to manage projects, tasks, and data across your organization. Each workspace functions independently, allowing you to keep data organized for specific departments or needs.

Your Account Settings

From the home page, you’ll have access to your account details via the dropdown menu that contains your initials on the top right of the page under the My Account option.

Once on your account page, you can:

  • Edit basic details such as your email, name, and time zone.

  • Change your password.

  • Enable or disable your two-factor authentication.

  • Configure your linked single sign-on accounts.

  • Manage your Agility Blue API keys

Administrative Control

For users with the Organization Administrator role, the home page also provides access to important administrative tools, including:

  • User Account Management

    Create/enable/delete user accounts, assign and remove application-wide roles, reset passwords, enforce multi-factor authentication, link single sign-on accounts, and send invitational emails.

  • Workspace Management
    Enable/disable/delete workspaces, modify workspace details, and control user access.

  • User Role Management
    Assign and remove roles for your team members to control access and permissions within the application.

  • Organizational Profile
    View and edit your organization’s details, including contact information, branding, and any organization-wide settings.