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English document · Source: en/onboarding.md

Onboarding

Claustrum onboarding is designed for team onboarding with minimal manual steps.

End-to-end flow

  1. Admin invites a member from Workspace Members.
  2. Admin shares the generated invite link.
  3. Member opens invite link and sets password.
  4. Member signs in.
  5. Welcome Setup asks member to:
    • generate API key (required)
    • install Git auto-capture (optional, recommended)

Invite API flow

  • POST /v1/workspaces/:key/invite (workspace admin+)
    • input: email, role, optional project_roles
    • output: invite_url, expires_at
  • GET /v1/invite/:token
    • validates token and returns invite metadata
  • POST /v1/invite/:token/accept
    • creates/updates user password profile
    • assigns workspace role + optional project roles
    • marks token as used

Welcome Setup

After first login, users without active API keys are redirected to Welcome Setup.

Step 1:

  • Generate API key (one-time view in UI)

Step 2 (optional):

  • Copy Git auto-capture install command
  • mark installed (writes audit record)

Audit events

  • invite.created
  • invite.accepted
  • api_key.created
  • api_key.revoked
  • git_capture.installed

Roles during onboarding

  • Workspace roles: OWNER, ADMIN, MEMBER
  • Project roles: OWNER, MAINTAINER, WRITER, READER
  • Invite can set workspace role and optional per-project role map (project_roles).

Security notes

  • Invitation tokens are stored hashed in DB.
  • Tokens are one-time and expire in 24 hours.
  • API keys are stored hashed only.
  • Admin cannot retrieve existing plaintext API keys.

Last updated: 2026-02-19