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Onboarding takes you from a fresh account to a working workspace in three stages: sign up, choose an organization, and complete a short setup wizard. If you don’t have a GitHub or GitLab repository yet, a starter workspace lets you try everything anyway — LivingContext hosts a private docs repo for you.

Sign up

Sign-in and sign-up share one page — use the Create an account / Sign in toggle at the bottom to switch. You can create a LivingContext account in any of these ways:
  • Email and password — passwords need at least 12 characters; a passphrase works best. Very common passwords are rejected.
  • Google
  • GitHub
  • Enterprise SSO through your identity provider, where your organization has it enabled.
Signing up logs you straight in. A verification email (“Verify your email for LivingContext”) arrives in your inbox — you can keep working before clicking it, but verify soon: unverified accounts have limits, and a starter workspace created by an unverified account is cleaned up after 24 hours.
How you sign up doesn’t limit what you can connect later. For example, you can sign up with Google and still connect GitHub and Salesforce from inside the app. You can also add two-factor authentication (authenticator app + backup codes) any time from Settings → Security.

Choose your organization

After signing in for the first time, you land on the organization chooser. From here you either create a new organization or accept an invitation to an existing one.

Creating an organization

1

Name your organization

Type a name — for example, Acme Inc. There’s just one field: your subdomain comes from the name.
2

Watch the live check

Under the field, LivingContext shows the resulting address — like acme-inc.livingcontext.ai — and confirms it’s available, or tells you the name is taken or reserved so you can adjust.
3

Create workspace

Click Create workspace. You become the organization’s first member with the Administrator role.
Each account can create one organization — one workspace per account. To work in additional organizations, join them through an invitation.

Joining by invitation

An Administrator invites you by email from the Organization page. The email’s Accept invitation button opens an invitation page showing who invited you and the role you’ll get — accept to land in the workspace, or decline. Keep these limits in mind:
  • Invitations expire after 48 hours — ask for a new one if yours has lapsed.
  • An organization can have up to 100 members.
  • New members receive the Editor role by default; an Administrator can change it at any time. See Roles and permissions.

The setup wizard

New organizations land on Set up your workspace — three numbered steps, each with a status chip (Required, Optional, Locked, or Done). The workspace unlocks once a documentation repository is configured; Salesforce is optional.
1

Connect your code

Connect either GitHub or GitLab — whichever hosts the repo you want documented. You only need one. For GitHub you authorize once, then install the GitHub App on the account or organization you sync from; if your repositories don’t appear in the next step, use the install / manage link and refresh.
2

Choose a repository

This step stays Locked until a provider is connected. With GitHub, tick at least one repository in the picker (there’s a filter box for long lists) and click Save repositories. With GitLab, enter the project as group/project and click Save repository. All documentation is stored as Markdown files in the repos you pick — git remains the source of truth.
3

Connect Salesforce (optional)

Link a Salesforce org so agents can ground documentation in your actual metadata. Salesforce uses your own Connected Apps: an Administrator registers one per environment on Connections — a name, login URL, consumer key, and secret — and each app gets its own Connect button. Connect as many orgs as you need, or skip this entirely and add it later.
When the required steps are complete, the footer reads “You’re all set — Salesforce is optional.” Click Enter your workspace to land on Home.
If you leave partway through — for example, to authorize an OAuth connection — LivingContext returns you to the wizard until setup is complete. A finished workspace never gets stuck here.

No repo? Start with a starter workspace

If you don’t have a GitHub or GitLab account (or just want to try LivingContext first), look for the link under the first wizard step:
No GitHub or GitLab? Start with a LivingContext workspace — we’ll create a private repo for you inside the LivingContext org so you can try everything now. Connect your own GitHub later to move it across.
1

Name it (optional)

Optionally name the repository — letters, numbers, dots, hyphens, and underscores. Leave it blank to auto-name.
2

Create workspace

Click Create workspace. LivingContext creates a private repository in its own GitHub organization, seeded with a README, a getting-started guide, and navigation config — you never need a GitHub account, and there’s nothing to authorize.
3

Enter and explore

The repo is wired up as your documentation repository automatically, with a space created for it. Enter the workspace and start editing — everything works exactly as it would on your own repo.
A few practical notes:
  • One starter workspace per person across the organizations you own. Deleting it (from Connections) frees the slot immediately.
  • Storage is capped (about 100 MB) — connect your own GitHub to lift the limit.
  • Inactivity cleanup: after 60 days idle you’re warned, then the workspace is archived and eventually deleted. Verified, active use never triggers this.

Moving to your own repo later

When you’re ready, connect your own GitHub and the Connections page shows Move your workspace to your own GitHub: enter a repository you own as owner/repo and click Move workspace. Your docs are copied across, the workspace switches over, and the hosted repo is retired — nothing to migrate by hand.

After onboarding

A few things worth doing early:

Invite your team

Add teammates and assign roles from the Organization page.

Organize with spaces

Group repositories and Salesforce connections into scoped spaces.

Tune your settings

Set your documentation style, templates, and agent suggestion cadence.

Learn the concepts

Understand docs, change requests, the Inbox, and coverage.