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Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

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

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Immediate Value

After this tutorial, you’ll be signed in with a complete profile, you’ll know where Affinity will (and won’t) notify you, and — if you’re an admin — your workspace will be ready for the rest of your team.

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Prerequisites

  • You’ve received an invite email from Affinity, or your workspace admin has provisioned your account.
  • (Admin tasks) You have the “Super Admin” role.

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Quick-Start Roadmap

  1. Sign in (or accept your invite)
  2. (Admin) Configure Custom SSO
  3. Configure your profile and email signature
  4. Set your notification preferences
  5. (Admin) Set up your Integration User

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Why Account Setup Matters

A clean account setup prevents small problems from compounding. Your profile is what teammates see when you author a note or get @-mentioned. Your notification preferences determine whether Affinity feels useful or noisy. And for admins, SSO and the Integration User are foundational — they affect every person who joins your workspace afterward.
See Account-level permissions for the role hierarchy you’ll see referenced in admin steps.

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Task 1: Sign In or Accept Your Invite

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Context

If your admin invited you, you got an email with a link. If you’re setting up a new workspace from scratch, you’ll go through Affinity’s signup flow.

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Action

  1. Open your invite email and click “Accept invitation” (or open the link directly).
  2. Set your password, or sign in with “Continue with Google” / “Continue with Microsoft” if your workspace allows it.
  3. You’ll land on your workspace home.
If your workspace uses Custom SSO, you’ll be redirected to your company’s identity provider instead of seeing the password screen. Sign in there.

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Expected Outcome

You’re signed in and looking at your workspace’s left sidebar.

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📚 Help Center

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Task 2: Configure Custom SSO (Admin Only)

Admin only. Requires the “Super Admin” role. If you’re not an admin, skip ahead to Task 3.

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Context

Custom SSO routes your team’s logins through your company’s identity provider (Okta, Google Workspace, Azure AD, etc.). Set this up before inviting your team — switching SSO on retroactively forces everyone to re-authenticate.

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Action

  1. Open the Single Sign-On configuration page in your Settings sidebar (under General Settings).
  2. Choose your provider type: SAML or Google SSO.
  3. Follow the provider-specific configuration. Affinity will give you a Service Provider URL and certificate to register with your IdP.
  4. Test the SSO flow with your own account before enabling it organization-wide.
Don’t enable org-wide SSO until you’ve tested it. If the configuration is wrong, every user will lock out and you’ll need to roll back through support.

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Expected Outcome

You can sign in via your IdP, and any new user you invite will be routed through SSO automatically.

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📚 Help Center

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Task 3: Configure Your Profile and Email Signature

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Context

Your name, photo, and signature appear on every note you author and every email you send through Affinity. Set them once and forget them.

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🎬 Watch

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Action

  1. Click your user avatar in the top-right corner of the workspace.
  2. Select “Settings” from the menu.
  3. Under “My Profile”, set your display name and photo.
  4. Go to “Email Signature” and paste in your signature. Format it the way you’d format an email signature in Gmail or Outlook.

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Expected Outcome

Your profile reflects you, and any email sent from Affinity will include your signature.

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📚 Help Center

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Task 4: Set Your Notification Preferences

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Context

Affinity can notify you in the web app, via email, or both — for mentions, list changes, reminders, and more. Set this early so the app stays useful instead of noisy.

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Action

  1. In Settings, go to “Notifications”.
  2. For each event type (mentions, list updates, reminders, etc.), choose Web, Email, Both, or None.
  3. If you’re heads-down most of the day, default reminders + mentions to Web and the rest to None. You can revisit anytime.
💡 Most users find that turning off bulk-update notifications and keeping mentions + reminders on is the right balance.

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Expected Outcome

You’ll only hear from Affinity when it matters.

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📚 Help Center

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Task 5: Set Up Your Integration User (Admin Only)

Admin only. Requires the “Super Admin” role.

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Context

The Integration User is a service account that owns API and automation integrations (Slack, Mailchimp, custom apps). It’s a separate identity from your personal account, so integrations keep running if you leave the workspace.

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Action

  1. Open Settings → Integrations and look for the Integration User setup section.
  2. Create the user with a shared mailbox or alias your IT team controls (e.g., affinity-integrations@yourcompany.com).
  3. Set a strong password and save the credentials in your team password manager.
  4. Use this account when authorizing third-party apps from Settings → Integrations.

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Expected Outcome

Future integrations won’t break when a teammate leaves.

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📚 Help Center

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Common Questions

Q: I’m an end user — should I worry about the admin-only tasks? No. Tasks 2 and 5 are admin-only. If your admin has already configured SSO and the Integration User, skip those and move on to Tutorial 0.2 after Tasks 3 and 4. Q: My company already has SSO set up. Do I need to do anything? No. You’ll just see your company’s login screen when you sign in. Q: I don’t see a Settings option in my avatar menu. Your role likely doesn’t have settings access. Reach out to your workspace admin.

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Where to Go Next

➡️ Tutorial 0.2: Connect Your Inbox & Calendar — the most important setup step, because it powers Relationship Intelligence.