> ## Documentation Index
> Fetch the complete documentation index at: https://livingcontext.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding

> Sign up, create or join an organization, and complete the setup wizard.

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.

<Note>
  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**.
</Note>

## 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

<Steps>
  <Step title="Name your organization">
    Type a name — for example, *Acme Inc.* There's just one field: your subdomain comes from the name.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Create workspace">
    Click **Create workspace**. You become the organization's first member with the **Administrator** role.
  </Step>
</Steps>

<Note>
  Each account can create **one** organization — one workspace per account. To work in additional organizations, join them through an invitation.
</Note>

### Joining by invitation

An Administrator invites you by email from the [Organization page](/admin/organizations). 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](/admin/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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](/integrations/salesforce) — 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.
  </Step>
</Steps>

When the required steps are complete, the footer reads **"You're all set — Salesforce is optional."** Click **Enter your workspace** to land on Home.

<Tip>
  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.
</Tip>

## 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.

<Steps>
  <Step title="Name it (optional)">
    Optionally name the repository — letters, numbers, dots, hyphens, and underscores. Leave it blank to auto-name.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

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](/integrations/github) 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:

<CardGroup cols={2}>
  <Card title="Invite your team" icon="users" href="/admin/organizations">
    Add teammates and assign roles from the Organization page.
  </Card>

  <Card title="Organize with spaces" icon="folder-git-2" href="/admin/spaces-and-repos">
    Group repositories and Salesforce connections into scoped spaces.
  </Card>

  <Card title="Tune your settings" icon="settings" href="/admin/settings-reference">
    Set your documentation style, templates, and agent suggestion cadence.
  </Card>

  <Card title="Learn the concepts" icon="book-open" href="/getting-started/concepts">
    Understand docs, change requests, the Inbox, and coverage.
  </Card>
</CardGroup>
