Settings
The profile menu — your avatar at the top-right — is the hub for configuration and navigation. It's where you manage your account, the whole organization, individual teams, and jump to ARTs, PIs, sprints, reports, and more.
What’s in the menu
| Item | What it opens |
|---|---|
| Account | Your personal profile — name, email, password. |
| Settings | The current team's settings (same editor as Teams → Edit). |
| Organization | Org-wide configuration across eight tabs (below). |
| ARTs | Create and manage Agile Release Trains. |
| Program Board | The ART planning board (shown when you're on an ART). |
| Teams | Add, edit, and remove teams. |
| Program Increments | Manage the team's PIs. |
| Sprints / Iterations | Manage the time boxes within a PI. |
| Reports | Generate and manage reports and templates. |
| Notifications | Your notification preferences and history. |
| Help · Keyboard Shortcuts · About | In-app help, the shortcut reference, and version info. |
| Logout | Sign out. |
Account
Your personal profile: first/last name, email, and Change Password. (Billing and payment methods live under Organization, not here.)
On the Demo account: profile, password, and billing changes are intentionally disabled — you can open these screens but nothing is saved.
Organization
Org-wide configuration, organized into tabs:
| Tab | What it controls |
|---|---|
| General | Organization name and top-level options. |
| ARTs | Create / edit Agile Release Trains and assign teams to them. |
| Users | Invite people, set their roles and access across the org. |
| Issue Types | Map your APM tool's issue types (story, bug, task, …) onto AgileNotes.AI ticket types so metrics classify work correctly. |
| Epic Types | Define your epic categories (e.g. feature vs enabler) used in Epic Progress and the Program Board. |
| Holidays | The org-wide holiday calendar — feeds every team's Capacity automatically. |
| Billing | Plan and subscription — Individual / Team / Scale, monthly or yearly, and the payment method. |
| Single Sign-On | Configure SAML / SSO so people sign in with your identity provider. |
Inviting people (Users tab)
On the Users tab, enter an email, pick a role, choose the team or ART they’re joining, and click Invite. They get an email link that opens a quick sign-up for that address — no plan to pick — and they land straight in the workspace you scoped them to.
Every invite assigns the person somewhere, so a role always means something concrete (an “SM of this team”, an "RTE of this ART) rather than a vague org-wide title:
| Role | Assigned to | What they get |
|---|---|---|
| Scrum Master / Product Owner | a team | Own and edit that team — WIP, notes, AI, capacity, settings. |
| RTE / Agile Coach | an ART | Coordinate the train: aggregated ART views, ART notes, and ART report templates. Read-only on member teams unless a team opts them in. |
Who can invite whom depends on your own role:
| You are… | You can invite… | Into… |
|---|---|---|
| Org admin | any role (and grant Admin) | any team or ART — or org-wide |
| RTE / Coach | SM, PO, or Coach | your ART and its teams |
| SM / PO | SM or PO | your own team |
Only org admins can grant Admin access, and you can only invite people into the teams or ARTs you manage. You’ll also see the people in your own teams/ARTs here, with a pending invite badge until they accept.
On the Demo account: you can open the invite form and explore it, but invitations aren’t actually sent.
Teams
Open a team from the team selector (or Teams in the menu, then Edit). A team is configured across five tabs:
| Tab | What it controls |
|---|---|
| General | Team name, optional sub-name (shown on reports), color, the Agile Framework (Scrum/SAFe vs Kanban), the Kanban SLE in days, and whether the team participates in PI planning. The framework switch is the big one — it flips the whole app between sprint/velocity and flow/cycle-time, as covered in Teams, Sprints & PIs. |
| Members | The roster used for assignees, capacity, and breakdowns. |
| Data Source | Connect an APM tool — Jira, Azure DevOps, Agility, or Rally — so tickets sync automatically, with a status mapping onto AgileNotes.AI flow states. Or work fully manually. |
| Theme | The team's visual theme. |
| AI | AI behavior for the team's standup, patterns, and coaching surfaces. |
Everything else
The rest of the menu is navigation rather than configuration: ARTs and Program Board for scaled teams (see Scaling with ARTs); Program Increments and Sprints / Iterations to manage time boxes; Reports for generated reports and templates; Notifications for your alert preferences; and Help, Keyboard Shortcuts, and About for in-app reference.
That’s the tour. Press ? anytime for in-context help, and open the app to try it with the Demo data.