Accounts & Teams

The platform uses a team-based model where users belong to teams and collaborate on shared projects, tasks, and workflows.

User Accounts

Every user has an account with the following attributes:

• Name - Your display name
• Email - Used for login and notifications (unique per account)
• Username - Your unique identifier for public profiles (e.g., @yourname)
• Role - Your default role (typically "member")

Authentication Options

Sign in using one of the following methods:

GitHub OAuth links your GitHub identity to your account, enabling seamless repository integration.

Account Security

• Passwords are securely hashed and never stored in plain text
• JWT-based authentication with automatic token renewal
• Session management through secure cookies
• Rate limiting on authentication endpoints

Email Verification

When you sign up or change your email address:

1. A verification email is sent to the new address
2. Click the verification link (valid for a limited time)
3. Your email is marked as verified

Email verification helps ensure you can receive important notifications.

Password Reset

If you forget your password:

1. Click Forgot Password on the sign-in page
2. Enter your email address
3. Check your email for a reset link (valid for 1 hour)
4. Create a new password

Username Changes

Usernames can be changed, but with a 30-day cooldown between changes. This prevents abuse while allowing you to update your identity when needed.

Teams

Teams are the primary organizational unit. All projects, tasks, notes, and workflows belong to a team.

Why Teams?

• Collaboration - Share projects and workflows with team members
• Billing - Subscription and payment handling at the team level
• Access Control - Permissions scoped to team membership

Team Settings

Each team has:

• Name - The team's display name
• Subscription - Plan level and billing status (via Stripe integration)
• Members - List of users with assigned roles

Team Members & Roles

Team membership connects users to teams. Each membership includes a role that determines permissions.

Common Roles

Member Capabilities

Team members can typically:

• View and edit team projects
• Create and manage tasks
• Upload and organize files
• Invite new members (depending on role)

GitHub Integration

Connect your GitHub account for repository access and activity tracking.

Connection Types

What Gets Synced

• Repository list for linking to projects
• Pull request and issue activity
• Commit history and contributors
• GitHub username for profile links

Managing Connections

View and manage your GitHub connections from Settings > Integrations. You can:

• View connected accounts
• Revoke access
• See last sync time
• Trigger manual sync

Invitations

New team members are added through the invitation system:

1. An existing member sends an invitation email
2. The invitee receives a link to join
3. They create an account (or sign in) and accept
4. They become a team member with the assigned role

Invitation Statuses

• Pending - Sent but not yet accepted
• Accepted - Invitee has joined the team
• Expired - Invitation link has expired

Multi-Team Support

Users can belong to multiple teams:

• Switch between teams from the dashboard
• Each team has separate projects, billing, and settings
• Your public profile is tied to your user account, not a specific team

Best Practices

1. Use descriptive team names - Makes switching between teams easier
2. Assign appropriate roles - Give members only the access they need
3. Keep invitations updated - Remove pending invitations that won't be used
4. Set up your username - Required for public profile features

Related Concepts

• Projects - Projects belong to teams
• Tasks & Notes - Task assignments within teams
• Public Profiles - Your personal showcase

Next Steps

• Projects - Learn how to organize work in projects