Getting Started in Altium Agile Teams

Created: March 19, 2026
Updated: July 24, 2026

At a Glance

Learn how to set up an Altium Agile Teams workspace, connect it to Altium Designer, navigate key workspace tools, and invite team members. This onboarding guide walks account administrators and new users through the core steps required to establish a shared engineering environment for project collaboration, component management, and workspace administration.

Go Deeper with AI:

Altium Agile Teams provides a shared cloud workspace where engineering teams can manage projects, component data, workspace members, and collaborative design activities. Initial setup typically involves activating the workspace, connecting Altium Designer, becoming familiar with the browser-based interface, and configuring user access. The tutorials below walk through each of these steps in the order most new teams will encounter them.

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. These initial settings establish the workspace environment your team will use for project collaboration, data storage, and administrative control.

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. Once activation is complete, administrators can invite users, assign permissions, configure workspace settings, and begin organizing engineering projects and shared data.

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. Connecting Altium Designer to the workspace allows desktop design activity and cloud-based project resources to remain accessible within the same engineering environment.

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 Altium Agile Teams Workspace, and users will know exactly where to find web resources for project development. By the end of the walkthrough, users will understand how to access workspace projects from Altium Designer and move between the desktop design environment and browser-based workspace tools.

03 - How to Navigate the Workspace:

This walkthrough 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.

The browser workspace acts as the central location for project access, component library oversight, part requests, shared data, user administration, and learning resources.

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 walkthrough, users will understand where to manage projects, review component and library data, monitor part requests, access shared resources, and locate administrative settings.

04 - Invite Users to the Workspace:

This walkthrough demonstrates how to invite new users to an Altium Agile Teams Account Workspace directly from the web browser. User access should be configured according to each team member’s responsibilities so that engineers, administrators, and other collaborators have the appropriate workspace permissions.

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 the tutorial, administrators will be able to invite collaborators, review workspace membership, adjust user settings, and establish the access structure needed for team collaboration.

For more information, please use other resources on the Learning Hub.