PORTAL / GETTING STARTED / Phase 1 — Accounts & your GitHub repo

Phase 1 — Accounts & your GitHub repo

Create the three accounts everything else builds on: GitHub, Claude, and your repository. 20-30 minutes, one-time.

Everything in your operating system lives in one private GitHub repository that you own. This phase creates it. You need: a company email inbox and a payment card. No coding.

1. Create a GitHub organization

  1. Go to github.com/signup and create an account with a company email (not personal Gmail).
  2. Create an organization: github.com/organizations/plan → Free plan is fine → name it after your agency (e.g. acme-agency).
  3. Why an organization instead of a personal account: team members come and go; the org owns the repo, people just get access.

2. Create the private repository

  1. In your organization → New repository.
  2. Name: agency-os (or your own name for it — short, no spaces).
  3. Visibility: Private. Always private. This repo will contain your workflows and client registry.
  4. Initialize with a README: yes.

3. Invite us (install period only)

  1. Repo → Settings → Collaborators and teams → Add people.
  2. Add the IA Solutions install account (we send you the exact username during kickoff) with Write access.
  3. After the Day-30 handover you can downgrade or remove our access. Your repo, your call.

4. Claude subscriptions (one per team member who'll use the system)

  1. Go to claude.ai → create an account per person, with work emails.
  2. Upgrade the people who'll run the system to Claude Max — it includes Claude Code, the terminal interface the whole system runs on. Start with 1-2 seats; add more after training.
  3. Keep login credentials in your password manager. We never need your Claude passwords.

Checklist before Phase 2