Configuration overview

Perform administrative setup tasks for your site, workspaces, teams, and releases. In addition, configure your SCM and build servers to work with ALI.

To view configuration pages, you must be in the configuration area of Agile Manager. In the header, click the configuration icon.

Note: Some configuration pages are only visible by Site or Workspace Administrators. For details, see User roles and permissions.

Workspaces enable you to apply scaled agile methodology in an enterprise, by providing an additional layer of data visibility. With workspaces, you can manage multiple projects or products on the same Agile Manager site, and apply common settings to all workspaces, such as custom fields.

Users can toggle between workspaces to which they are assigned. Access to items outside a user's workspaces is not strongly restricted.

The following table summarizes the settings that are defined at the site and workspace levels.

Site level Workspace level

Workspaces: Manage the workspaces in your site. For details, see Manage workspaces.

Site users: Add users from the SaaS Customer Portal to the site. For details, see Define site users.

Fields: Define user-defined fields that will be available in all workspaces, and fields that will be required in the Add Item dialog box in all workspaces. For details, see Configure custom and required fields.

Workspace users: Add site users to the workspace. For details, see Define workspace users.

Workspace settings (e.g. estimation defaults, definition of done, notifications): Define settings that will apply to the selected workspace. For details, see Configure preferences and notifications.

Fields: Define user-defined fields for the selected workspace, and fields that will be required in the Add Item dialog box in the selected workspace. For details, see Configure custom and required fields.

Applications: Define applications that will exist in the selected workspace. For details, see Define applications.

ALI: Configure ALI for the selected workspace. For details, see Configure ALI integrations.

For details about configuring links between Agile Manager and ALM, see Synchronization overview.