# DevDynamics Onboarding Guide ## **DevDynamics - Onboarding & Quick Start** ### **What is DevDynamics?** DevDynamics is an engineering analytics platform. It connects to your Git host (GitHub, GitLab, Azure Repos, Bitbucket) and issue tracker (Jira, Linear, Azure Boards, ClickUp) and turns their metadata into clear insights: code‑review health, cycle time, bottlenecks, and DORA metrics. DevDynamics never reads your source code—only metadata. ### **Before you begin** * Have access to your work email inbox. * Be signed into your Git provider (e.g., GitHub) in the same browser. * If you are evaluating in a company org, make sure an **org owner/admin** is available to approve app installations. ### **Step 1 — Open the website and start your free trial** 1. Go to in your browser. 2. On the homepage, click **Start a Free Trial** (top left under the hero section). 3. Prefer a walkthrough? Click **Request Demo** instead and pick a date/time.

Figure 1. Homepage – Start a Free Trial / Request Demo.

### **Step 2 — Create your account (sign‑up form)** 4. Fill each field exactly as shown on the right: **First name**, **Last name**, **Email**, **Company**, and **Where did you hear about us?**. 5. Use your company email if possible. This improves automatic account matching later. 6. Click **Sign Up**. If you already have an account, click **Log in** on the top right of the homepage.

Figure 2. Free‑trial sign‑up form.

#### **Common pitfalls & fixes:** • **No Sign Up button?** Scroll down—some browsers zoom the page. • **Company name is optional but recommended** (helps with team setup). • **Using a personal email**? You can, but contributor matching works best with your work domain.

Figure 3. Optional: Book a guided demo.

### **Step 3 — Verify your email** 7. Open your inbox and find an email titled **Please verify your account** from ****. 8. Click **Complete Registration.** This confirms you own the email and activates your trial. 9. If you cannot click the button, copy the long link below it into your browser address bar. 10. Links expire after **24 hours**. If expired, revisit the sign‑up page and register again with the same email.

Figure 4. Email verification.

#### **If you do not receive the email within 2–3 minutes:** • Check **Spam/Junk** and corporate quarantine filters. • Ask IT to allowlist **devdynamics.ai** and **amazonses.com** senders. • Retry sign‑up—typos in the email are the most common cause. ### **Step 4 — Connect Git hosting (example: GitHub)** After verification, the onboarding flow opens. Click **Connect GitHub**. DevDynamics uses repository **metadata only** (commits, PRs, issues, checks). Source code is not fetched.

Figure 5. Connect your Git prompt.

11. A security dialog explains what is accessed. Click **Integrate GitHub** to continue to GitHub.com. 12. On GitHub, choose where to install: your **personal account** or a **company organization**.

Figure 6. Confirm integration.

### **— Install the DevDynamics GitHub App (permissions)** 13. Select **All repositories** (quickest) or **Only selected repositories** (recommended least‑privilege). 14. Review permissions: **read** repo metadata/events; **read/write** pull requests (needed to compute review metrics). 15. Click **Install**. You return to DevDynamics after approval.

Figure 7. Choose the account/organization.

Figure 8. Scope repositories & confirm permissions.

Figure 9. Integration successful.

#### **If you do not have permissions:** • Click **Request** when prompted and share the install page link with your org owner. • As a temporary option, install on your **personal account** with a couple of public test repos. ### **Step 5 — Connect Jira (issue management)** 16. In onboarding, click **Connect Jira**. Paste your Jira Cloud or Server URL (e.g., \`). 17. Click **Integrate Jira**. You’ll be redirected to Atlassian Marketplace to install the **DevDynamics** app. 18. Admins can click **Get app** to install. Non‑admins click **Get it now** to submit a request to the admin.

Figure 10. Atlassian – installation steps for admins.

Figure 11. Searching “DevDynamics” inside Jira.

#### **Jira Cloud vs Server notes:** • **Jira Cloud**: You’ll install from the Marketplace page; no server changes required. • **Jira Server/DC**: Ensure your instance is reachable by DevDynamics per your company policy (allowlist/tunnel). ### **Step 6 — Dashboard tour (what you will see)** 19. After integrations, you are redirected to the **Dashboard**. Initial widgets may be empty while data sync runs. 20. Key cards: **DORA Performance**, **Cycle Time Distribution**, **Quality**, and **Team highlights**.

Figure 12. Dashboard overview.

### **Step 7 — Invite members & create teams** 21. Go to **Settings → Members** → **Add Member**. Invite teammates by email and assign roles (Admin, Manager, Member). 22. Go to **Settings** → **Teams** → **New Team**. Name the team, add a description, and assign a **Manager**. 23. Recommended: Create teams **after** Git/Jira sync so contributors are auto‑suggested correctly.

Figure 13. Members – invite & roles.

Figure 14. Teams – create and configure.

### **Step 8 — Confirm sync + verify integrations** 24. Check the bell icon (top bar) for **Git initial data pull completed** notification. 25. Go to **Settings → Integrations**. Each connector shows status (e.g., **Active** for GitHub).
*Figure 15. Notification confirming Git sync.*

Figure 16. Integrations – Active status.

#### **If status is not Active:** • Click the gear icon on the integration card to re‑authenticate. • For GitHub org installs, confirm the app has access to the repositories you expect (select more repos if needed). ### **Step 9 — Merge contributor accounts (accuracy step)** 26. Navigate to **Settings → Contributors**. 27. Set filters: **Git Activity** → **Last Activity** and **Account type** → **Unmerged accounts**. 28. Select duplicate identities and click \*\***Merge**\*\*. This fixes metrics when commit emails differ from login emails.

Figure 17. Filtering unmerged accounts.

### **Step 10 — Start exploring value** * Open **PR Review Health** and **Reviewer Distribution** to see review coverage and speed. * Check **DORA** to baseline your current capability; use the goal badges as targets (e.g., Review Health ≥ 80). * Visit **Metrics** to explore trends by Team or Contributor. ### **Troubleshooting quick reference** * Email verification not received → Check spam/quarantine; allowlist domains; re‑register. * Cannot install GitHub app → Ask an **Org Owner** to approve; start with selected repos. * Jira app install blocked → Submit **Get it now** request to your admin; confirm URL is correct. * Widgets empty after setup → Wait for first sync to finish; confirm Integrations status is **Active**. ### **Security note** DevDynamics analyzes repository and issue metadata only; source code is never fetched or copied. You can disconnect any integration at any time.