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Guides

Use these guides when you know the outcome you need and want a safe procedure for reaching it. For exact field shapes and command behavior, use the reference.

Review and apply policy

Build a deterministic plan, interpret blocked operations, confirm deliberate changes, and recover from partial failure.

Open the plan and apply guide

Govern the organization itself

Introduce Octoform to an account that already has repositories, people and teams, in an order where each step is reviewable on its own.

Open the organization guide

Verify against a test organization

Prove convergence, idempotence and every refusal on an organization you can afford to throw away, before pointing Octoform at a real one.

Open the test-organization runbook

Operate across several accounts

Introduce a second account, narrow a run before widening it, and read a report that spans more than one owner.

Open the multi-account guide

Automate safely

Separate pull-request planning, scheduled observation, and protected mutation with credentials appropriate to each boundary.

Open the CI/CD automation guide

Start from a validated policy

Choose a focused configuration, download the original YAML, and adapt only the owner and repositories you intend to govern.

Browse validated examples

Find the right kind of answer

When you need to... Continue with...
Install Octoform and produce a first read-only plan Quick start
Add or remove one person from an organization octoform members
Understand omission, precedence, and blocked changes Core concepts
Diagnose an unexpected result Troubleshooting
Look up an accepted field or CLI option Reference
Evaluate runtime or trust boundaries Architecture
Select and protect a credential Security