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Documentation Index

Fetch the complete documentation index at: https://docs.codebanana.com/llms.txt

Use this file to discover all available pages before exploring further.

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Personal Onboarding

New users complete a two-step onboarding flow to personalize their workspace. These selections are directly aligned with project template categories.
1

Choose usage type

Choose how you plan to use CodeBanana:
  • Personal — individual workflows and tasks
  • Team / Enterprise — collaborative and organizational usage
Onboardingchooseperson
2

Choose use case

Select your primary purpose, which maps directly to project template categories, ensuring a consistent experience when creating new projects.
Onboardingchoosepurpose

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Organization Onboarding

For team and enterprise users, onboarding includes organization setup or joining an existing organization.

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Admin actions

1

Create new org

Choose how you plan to use CodeBanana:
  • Create New Organization
  • Join a Team
Onboardingchooseteam
2

Edit Team information

  1. Enter organization name
    • Default is generated from admin email
    • Can be modified
  2. Configure:
    • Roles (Owner / Admin)
    • Team size
Onboardingeditteam
3

Import Organization Structure

Upload organization data through excel templates we provide:
  • Department structure
  • Member list
Onboardingteaminfo
4

Confirmed

Before importing, you can use Structure Preview to verify:
  • Department hierarchy
  • Member assignments
Onboardingpreviewteam
After upload:
  • Invitation emails are automatically sent
  • Members can register and join directly
This step is optional and can be skipped and you can manage structure later in Contacts page.

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Member actions

1

Join an organization

Choose to join an existing organization
Onboardingjointeam
2

Search an organization

  • Search organization by name and choose from search results
  • Submit a join request
Onboardingsendrequest
3

Wait for permission

After approval by the organization owner:
  • You are automatically added as a member
  • Your workspace switches to the selected organization

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Onboarding Enhancements

CodeBanana provides several built-in onboarding enhancements to help new users get started more smoothly.

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CB-FAQ Skill

Every project comes with a built-in CB-FAQ Skill. This Skill stays in sync with product updates, allowing users to ask the agent direct questions about how to use CodeBanana and get product-related guidance inside the project.
0418 Onboarding Faq

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Org Admin Workspace

CodeBanana provides a dedicated Org Admin Workspace for organization owners and admins. This workspace is designed as an intelligent operating console for organization management, usage analysis, and AI maturity insights. Entry path:
  • New users may receive this workspace by default during onboarding
  • Existing users can create it from New Project → Template → Data & Analyst
0418 Onboarding Orgadmin1
0418 Onboarding Orgadmin2
Permission note:
  • All queries and actions are validated against organization roles and structure
  • Only organization Owners and Admins can access these management capabilities
Supported capabilities:
  • Organization structure setup and import/export
    Describe the organization in natural language, let the system structure it, preview the result, and confirm import. Excel import and export are also supported.
  • Department management
    Browse the organization tree, and create, rename, or delete departments. All write actions require confirmation.
  • Member management
    View members by department, assign or update departments, edit member information, and remove members.
  • Invitation management
    Invite new members, and view or cancel pending invitations.
  • AI operations metrics
    Query usage data such as token consumption, active users, and department rankings in natural language.
  • Daily AI maturity recommendations
    Enable automatic daily analysis to generate improvement suggestions and update the dashboard.
  • Manual AI maturity recommendations
    Generate AI maturity suggestions on demand for any selected time range.