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GETTING STARTED

Account setup

Create a PilotX account and workspace, then sign in.

Sign up

Go to Sign up and enter a work email and a password. There's no separate "create a workspace" step — signing up creates your organization at the same time as your account.

Password requirements are shown live as you type. You can also sign up with a GitHub account instead of a password.

Signing up doesn't sign you in automatically — you're taken to Log in afterward to start your session.

Log in

Log in with the email and password you signed up with (or "Continue with GitHub" if that's how you signed up). A successful login takes you to the dashboard.

Roles

Every workspace member has a role — Admin or Member — which controls access to settings like gate mode, integrations, and agent instructions. The first account created for a workspace is an Admin. Admins can invite teammates and manage roles from Settings → Team members and Settings → Roles & permissions.

What's next

Once you're signed in, connect Jira and a repository so PilotX has something to work with — see Connect Jira & a repo.