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Account Setup

This guide walks you through setting up your Agile Tools organizational account.

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Creating Your Organization

  1. Sign up at agile-tools.io
  2. Verify your email address
  3. Create your organization:
    • Organization name — Your company or team name
    • Subdomain — Your unique URL (e.g., acme.agile-tools.io)
    • Time zone — Default time zone for cycles and deadlines

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Initial Configuration Checklist

After creating your organization, complete these steps:
1

Set up organizational structure

Create Organizational Units (departments, divisions) that reflect your company structure. See Org Units.
2

Create teams

Define cross-functional teams that will own OKRs. See Teams.
3

Invite users

Add team members and assign roles. See Users.
4

Configure integrations

Connect source code management and other tools. See Integrations.

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Administrator Role

As the organization creator, you automatically have the Administrator role with full permissions:
  • Manage subscription and billing
  • Invite and remove users
  • Configure platform settings
  • Set up integrations
  • Create organizational units and teams

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Subscription Management

Agile Tools uses a unique pricing model — you pay based on active goals, not user count. This means:
  • Unlimited users at no extra cost
  • You’re charged for OKRs in active cycles
  • Archived/completed OKRs don’t count toward limits
See Subscription for plan details and billing management.

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Next Steps

Invite Users

Add your team members

Create Teams

Set up cross-functional teams

Configure Integrations

Connect GitHub, GitLab, or Bitbucket

Start with OKRs

Learn the basics before rolling out