Onboarding Wizard
After signing up, you’ll be guided through the onboarding wizard to set up your workspace.
Step 1: Account Type
Choose your account type:
- Individual — For solo developers. Your workspace slug is auto-generated from your username.
- Organization — For teams. You’ll set a custom organization name and URL slug.
Step 2: Create Workspace
Set up your workspace:
- Organization Name — Your team or company name (e.g., “Acme Corp”)
- Workspace Slug — The URL identifier (e.g.,
acme-corp). Auto-generated from the name, but you can customize it.
This creates your isolated workspace where all repositories, scans, and team members are managed.
Step 3: Import Repositories
This step only appears if you signed up with GitHub, Bitbucket, or another SCM provider.
CodeStax fetches your repositories from your connected SCM provider. You’ll see a searchable list showing:
- Repository name
- Primary language
- Public/Private badge
- Last updated date
You can:
- Search by repository name
- Select All to import everything
- Pick individually by clicking each repo
- Skip for Now to import later from the dashboard
Plan limits apply: The number of repositories you can import depends on your plan. Free: 1 repo, Pro: 15, Team: 100, Enterprise: Unlimited.
Step 4: Scan Settings
Configure how CodeStax scans your code:
Scan Type
| Type | Best For | Speed | Accuracy |
|---|---|---|---|
| Smart Scan | Frequent checks, PR reviews | Fast | 70-80%+ confidence |
| Deep Scan | Release prep, audits, compliance | Thorough | 90%+ confidence |
- Smart Scan runs SAST scanners (Semgrep, Ruff, Bandit, ESLint) with lighter rulesets
- Deep Scan adds SCA (Trivy), Secret Detection (Gitleaks), IaC (Checkov), container scanning (Hadolint), plus AI enrichment and vulnerability correlation
Auto-scan on Push
Toggle this on (recommended) to automatically trigger a scan whenever code is pushed to your repository. This works via webhooks — CodeStax will set them up for you.
Step 5: Invite Team
This step only appears for Organization accounts.
Invite up to 3 team members by email during onboarding. They’ll receive an invitation email to join your workspace.
You can always invite more team members later from Settings → Members.
Completion: First Scan
After completing the wizard, CodeStax automatically triggers your first scan on the imported repositories using your chosen scan type. You’ll be redirected to the dashboard where you can watch the scan progress in real time.