AgilePort Initial Configuration
Welcome! We are excited to begin development on your custom AgilePort site. AgilePort can serve as your is another opportunity for you to differentiate you organization from your competitors. You will have control over several pieces of AgilePort, which are outlined in the sections listed below. Upon releasing your AgilePort site to you we need a few pieces of information, such as:
- Your AgilePort Site Name
- Color Scheme for your site
- Your company logo or custom AgilePort logo
All of these items, except the site name, can be later adjusted by your MetaField Administrator. Should you have any questions, please contact your Agile Frameworks Solutions Consultant.
Post-Training Configuration
You will receive a custom training session on how to administer and work with your AgilePort site. After this training, you will want to review the following admin screens to confirm that the configuration meets your business needs.
| Section | Action |
|---|---|
| AgilePort Users | Determine which external client contacts will need access to AgilePort. You can manually add users to give them AgilePort access or you can add them as a part of setting up your project level report distribution. |
| Settings - General Settings | Define your AgilePort Site Message that appears on the top of the page when clients log into your site. Add a Review your Logo to that brand your AgilePort site. Upload your custom branded Help documentation (optional). Determine if you would like your report status to change to "Delivered" when you make reports public to AgilePort. Determine Review the colors of various elements within your AgilePort site. |
| Settings - Introductory Email Notifications | Define the subject and text of the email that a user gets when they are first added to AgilePort (Welcome Email). Define the subject and text of the email that a user gets when they are added to a new project (New Project Email). |
| Settings - New Report Notifications | Determine if you want individual users to be able to setup their alerts (User Defined) or if you want to control globally how alerts are sent (Global). If Applicable, determine if global alerts should be sent immediately, daily, and/or weekly. Define the subject and text for the notification emails. |