Getting started

OpenV is a requirements management platform with full traceability, verification & validation (V&V) tracking, and a built-in multi-agent suite. This chapter gets you from the sign-in screen to your first workspace.

Signing in

Open the app in your browser and you land on the sign-in screen.

  • Sign in with your email and password.
  • Create a new account switches the form to registration: enter your name, email, and a password (minimum 8 characters).
  • Sign in with Google appears when the server has been configured with a Google OAuth client. If it is not configured, a note on the sign-in screen says so.

The first user to register becomes the server admin.

After signing in you are taken to the Projects page. On a server that sends email, a new account first sees a Check your inbox page: click the link in the email (valid for 24 hours) and you are through. The page can resend the email, send it to a corrected address, or sign you out.

Some servers close registration: there is then no Create a new account button, and the sign-in screen tells you to ask a workspace admin for an invitation. The invitation link is the way in — it opens the sign-up form with your address already filled in, and joins you to the workspace that invited you. Use the link itself, whether you are creating an account or signing in to one you already have; typing the invited address into a sign-up form without the link joins nothing, and on a closed server does not let you sign up at all. If you are already signed in when you open the link, OpenV shows you the invitation and you press Join — and if you are signed in as a different address, it says which address to sign in as instead. Single sign-on is unaffected: an invited address joins its workspaces as it signs in, because the identity provider vouches for the address.

Your password and your sessions

Open your settings from the user block at the bottom-left of the sidebar to change your password — current password, then the new one twice. Changing it signs out every other browser and device you are signed in on, which is what you want if you are changing it because the old one may have leaked; the browser you are using stays signed in. Accounts that sign in with Google or single sign-on have no password here — change it at that provider.

Forgot your password?

On the sign-in screen, Forgot your password? asks for the address you sign in with and emails it a link to set a new password. The link works once and expires after an hour; the page says the same thing whether or not the address has an account, so it cannot be used to find out who has one. Setting the new password signs the account out everywhere, and you sign in again with it. If nothing arrives, check the address and your spam folder.

On a server that cannot send email the screen says so, and the way in is your OpenV administrator: a platform admin can make a reset link for your account (see the Platform admin chapter) and pass it to you. That link lasts a day and works once.

Accounts that sign in with Google or single sign-on have no password to reset — sign in there.

Sessions do not last forever: one expires a set time after you sign in, and sooner if you stop using it. Your server's administrator sets both limits (30 days and 7 days unless they shortened them), and you simply sign in again.

Workspaces

Everything in OpenV lives inside a workspace (also called an org):

  • Personal workspace — created for you automatically. Marked with a "personal" pill. Good for solo work and trying things out.
  • Company workspace — a shared workspace for a team or organization. Anyone can create one: open the workspace switcher and choose + Create a company workspace. The creator becomes its admin (shown with an "admin" pill).

Switching workspaces

The workspace switcher appears in two places:

  • On the Projects page, in the "Workspace:" box at the top right.
  • Inside a project, at the top of the dark left sidebar.

Click the workspace name to open the dropdown. It lists all your workspaces (a green check marks the active one) and offers:

  • Workspace settings — opens the settings page for the active workspace (see the Workspace settings & teams chapter).
  • + Create a company workspace

Switching workspaces returns you to the Projects page and shows that workspace's projects. Your choice is remembered between visits.

Where you start

OpenV opens in your personal workspace unless you say otherwise. If you do most of your work in a company workspace, open the account menu → Settings → Default workspace and pick it: every sign-in then starts there. The list holds your personal workspace and every company workspace you belong to; leaving a workspace quietly returns your sign-in to your personal one. Switching workspaces during a session is unchanged, and a tab you reload stays in the workspace it was in. On a stable-channel workspace this setting arrives with the workspace's next stable release.

Notifications

The bell in the top bar is your inbox. It badges unread items and updates live, so a failed run or a proposal waiting on you appears without a reload. Clicking an item marks it read and takes you to its subject.

Four kinds of event are treated as high-signal and can follow you out of the app: a run you launched failing, an agent proposal awaiting your approval, an artifact entering the review queue, and your workspace crossing 80 % or 100 % of its monthly budget. Comment @mentions and finished interviews stay in the bell only — they are too frequent to be worth interrupting you for.

Open your settings (your name, bottom-left in a project, or the account menu) → Notifications to choose how the high-signal four reach you:

  • Email me — one plain-text email per event, with a link straight to it. On by default, and only does anything when the server has email configured.

  • Push notifications on this device — a system notification on the phone, tablet or desktop you are on, even when OpenV is closed. Off until you turn it on, and set per device: turning it on on your phone does not turn it on on your laptop. Your browser will ask permission the first time. Tapping the notification opens OpenV at the thing it is about.

    If the switch is greyed out, the text under it says why: the server has no push keys configured, your browser cannot receive push, this site's service worker is unavailable (reload, or leave a private window), or notifications are blocked for the site in your browser settings. The switch reads off until this device is subscribed and the server has it on file — if the browser is subscribed but the server is not, it says so and turning it on again re-registers the device. On an iPhone or iPad, push only works once OpenV is installed to the Home Screen (Share → Add to Home Screen).

In-app notifications are always on; neither switch turns the bell off.

Installing OpenV

OpenV installs as an app on a phone, tablet or desktop — "Add to Home Screen" on iOS, "Install app" in Chrome and Edge. Installed, it opens in its own window with no browser chrome, and long-pressing (or right-clicking) its icon offers shortcuts straight to your review queue, your board and your notifications. The review queue and board shortcuts open your most recent project; the first time, they ask you to pick one.

What's next

  • Create your first project — see Projects & members.
  • If you want AI agents working in your projects, set up a runner — see Runs & runners.