Getting Started in Altium Agile Teams
01 - Activate a Workspace in an Altium Agile Teams Account:
This storylane guides account administrators through the essential first steps to create and activate a new workspace in an Altium Agile Teams Account. It demonstrates how to name the workspace, choose the optimal region, and decide whether to preload sample data for quicker onboarding and complete activation, so your team can start working right away.
In this walkthrough, you will learn how to:
- Name the workspace
- Choose a region
- Include sample data
- Activate
By the end of this setup, your workspace will be activated with optional sample data included for faster evaluation and onboarding. You will be ready to invite users, configure permissions, and tailor settings to your organization’s needs.
02 - Connect to a Workspace:
This storylane shows users how to connect Altium Designer (AD) to an Altium Agile Teams Workspace, orient themselves in the projects panel, and seamlessly jump into the browser-based workspace for further setup and management.
In this walkthrough, you will learn how to:
- Connect to the workspace from Altium Designer
- Locate projects
- Open the workspace in the browser
By the end of this quick sequence, Altium Designer will be connected to an Agile Teams Workspace, and users will know exactly where to find web resources for project development.
03 - How to Navigate the Workspace:
This walk-through navigates the Altium Agile Teams Account Workspace directly from the web browser. It demonstrates how to move through each menu, with an overview of each section.
In this walkthrough, you will learn how to:
- Navigate the project menu
- View components in the library
- Open the library health dashboard
- Check part requests
- View workspace members
- Open the admin menu
- View shared data
- Navigate to the workspace learning materials
By the end of this storylane, users will be confident in navigating the workspace, including viewing component data and library health checks to keep their designs clean and up to date, all from the browser.
04 - Invite Users to the Workspace:
This walk-through demonstrates how to invite new users to an Altium Agile Teams Account Workspace directly from the web browser.
In this walkthrough, you will learn how to:
- Navigate to and review workspace members
- Invite new members
- Change user settings for workspace members.
After completing this tutorial, users will be ready to confidently invite collaborators, assign users the right permissions, and keep the workspace organized, so the team can start working together in minutes.
For more information, please use other resources on the Learning Hub.
