Getting started

Initial setup

Initial setup

This page walks you through the very first run of a fresh lazyit instance: choosing how people sign in, creating the first administrator, and adding your team. New to lazyit? Read Introduction first.

This Manual is the product’s own documentation, shipped with the code and served from a public, login-free page. It is separate from the Knowledge Base: the Manual documents lazyit itself, the Knowledge Base documents your estate.

Before you start

lazyit does not store login passwords itself. Sign-in is delegated to an identity provider (IdP) that speaks OIDC. You have two options, and you choose between them on the first run:

  • Bundled sign-in — lazyit ships with a sign-in service (Zitadel) already wired up. This is the happy path: nothing extra to configure, and you set the first administrator’s password during setup.

  • Bring your own provider (BYOI) — connect lazyit to your existing OIDC identity provider (for example your company’s SSO). lazyit reads three environment variables to find it:

    AUTH_ISSUER=https://auth.example.com
    AUTH_CLIENT_ID=your-client-id
    AUTH_CLIENT_SECRET=your-client-secret

    With your own provider, that provider owns passwords and account creation — lazyit never sets or stores a sign-in password.

The setup wizard

The first time you open a fresh instance, lazyit shows a short, full-screen setup wizard. The wizard runs once: as soon as an administrator exists, the instance is configured and the wizard sends you to the sign-in page instead. The steps adapt to the sign-in option you pick.

Step 1 — Welcome and sign-in choice

Pick how people will sign in: bundled sign-in or bring your own provider. The choice is shown as two cards; select one to continue. Choosing bring your own provider reveals the three environment variables above so you can confirm they are set.

Step 2 — Configure (only for bring-your-own-provider)

If you chose the bundled sign-in, this step is skipped — the bundled service is already provisioned, so there is nothing to enter. (It may still be finishing its own start-up the very first time; that is normal.)

If you chose your own provider, this step re-shows the three environment variables so you can confirm them before you create the first administrator. The administrator’s email must already exist in your provider for them to be able to sign in.

Step 3 — Create the first administrator

Enter the first administrator’s first name, last name and email. The role is fixed to Administrator — this step exists only to create the very first admin, so the role is shown as a locked badge, not an editable field.

  • With the bundled sign-in, you also set an initial password here, with a live checklist of the password rules. lazyit sets that password on the bundled sign-in service so the new admin can sign in straight away — this first administrator is not forced to change it at first sign-in (that forced change applies to the team members you add later).
  • With your own provider, no password is asked for or sent — your provider owns the credential.

Step 4 — Done

The wizard confirms the administrator was created and sends you to the sign-in page. The new account does not have a session yet — sign in as that administrator to get started. Once you are signed in, the administrator controls appear.

If your session expires, lazyit returns you to the sign-in page so you can sign in again — just sign back in to pick up where you left off.

What’s next

  • Add your team — once you are signed in as the administrator, see Users & team to add people, hand off temporary passwords, and understand what happens on first sign-in.
  • Switch language — lazyit ships in English and Spanish; see Languages to change it.
  • Permissions — see Permissions for who can do what, and how to tune what members and viewers may do.
  • Secret Manager — see Secret Manager for the shared, end-to-end encrypted vaults and how recovery keys work.