# Which Problems Are Solved
- Operators lack a single guide for separating instance-level principals
(break-glass, login client) from tenant organizations.
- Login policy and IdP behavior for platform accounts is easy to
conflate with customer org settings when admins share one organization.
- There is no documented procedure to inventory instance administrators
or detect unexpected grants over time.
# How the Problems Are Solved
- Add Hardening instance administrators covering:
- Dedicated platform organization layout and why login, password, and
lockout policies matter for operator accounts.
- Login client (`IAM_LOGIN_CLIENT`) and break-glass (`IAM_OWNER`)
hygiene.
- Periodic review with Internal Permission Service v2
`ListAdministrators` (instance and platform org filters).
- Actions v2 webhooks for `instance.member.*` and `org.member.*` events
(with payload interpretation and alert hints).
- Event API polling alternative for SIEM/batch pipelines
(`instance.member.*` and platform-org `org.member.*`).
- Register the page in the docs sidebar under Roles & Permissions.
- Cross-link from administrators, production checklists, login-client
setup, and service account authentication guides.
# Additional Changes
- Clarify instance vs org IdP availability depends on effective login
policy and linked providers (not automatic for all orgs).
- Note deprecated Admin API `POST /admin/v1/members/_search` vs v2
`ListAdministrators`.
# Additional Context
- Operational hardening guide only (no product authz changes).
---------
Co-authored-by: Cursor <[email protected]>
<!--
Please inform yourself about the contribution guidelines on submitting a
PR here:
https://github.com/zitadel/zitadel/blob/main/CONTRIBUTING.md#submit-a-pull-request-pr.
Take note of how PR/commit titles should be written and replace the
template texts in the sections below. Don't remove any of the sections.
It is important that the commit history clearly shows what is changed
and why.
Important: By submitting a contribution you agree to the terms from our
Licensing Policy as described here:
https://github.com/zitadel/zitadel/blob/main/LICENSING.md#community-contributions.
-->
# Which Problems Are Solved
- Operators upgrading from ZITADEL v3 to v4 lacked a clear, docs-backed
upgrade path covering web keys (A-10017), Login V1 vs Login V2
expectations, and post-upgrade options.
- There was no standalone guide for adopting Login V2 after already
running on v4.
- Related ops/docs pages did not consistently point readers to the
upgrade and Login V2 adoption material.
- Kubernetes/Helm operators upgrading to a chart that ships ZITADEL v4
had no ops-page section linking the advisory, upgrade guide, optional
Login V2 deferral (`login.enabled: false`), and chart README upgrade
notes.
# How the Problems Are Solved
- Adds technical advisory **A-10017** documenting OIDC web key staging
requirements before upgrading to v4.
- Adds an **upgrade-v3-to-v4** guide with the recommended upgrade path
(Login V1 remains supported; Login V2 is optional at upgrade time).
- Adds a **v4-only adopt-login-v2** guide for teams adopting Login V2
later, with steps and caveats separate from the version upgrade.
- Adds an **Upgrading to ZITADEL v4** subsection under
`self-hosting/deploy/kubernetes/operations.mdx` that links to A-10017,
the upgrade guide, Adopt Login V2, notes `login.enabled: false` when not
adopting Login V2 yet, and points to the [Helm chart
README](https://github.com/zitadel/zitadel-charts/blob/main/charts/zitadel/README.md)
for chart-specific breaking changes.
# Additional Changes
- Registers new docs in the sidebar and wires Related / cross-links from
upgrade and ops pages so the advisory and guides are discoverable
together.
- Aligns language so upgrade vs. Login V2 adoption are clearly separated
concerns.
- Light cross-link updates on troubleshooting / updating-scaling /
login-client pages where related.
# Additional Context
- Related: A-10017 (web keys advisory)
- Docs paths introduced/updated:
- `apps/docs/content/support/advisory/a10017.mdx`
- `apps/docs/content/self-hosting/manage/upgrade-v3-to-v4.mdx`
- `apps/docs/content/self-hosting/manage/adopt-login-v2.mdx`
- `apps/docs/content/self-hosting/deploy/kubernetes/operations.mdx` (new
"Upgrading to ZITADEL v4" section)
- Sidebar and Related / cross-links
- Companion Helm chart README PR:
https://github.com/zitadel/zitadel-charts/pull/608
---------
Co-authored-by: Cursor <[email protected]>
# Which Problems Are Solved
Inconsistent naming of service account, found in the following
variations:
- Machine User
- machine user
- Service User
- Machine Account
- Technical Account
- User: Type Machine
# How the Problems Are Solved
Attentive search and replace.
Localizations have been translated using Copilot
# Additional Changes
Some unused methods have been removed from the Go code.
# Additional Context
- Closes#11285
# Which Problems Are Solved
In many cases IAM was used where instance was meant.
# How the Problems Are Solved
- Rename wrong usage of IAM to instance all over the code base.
- Add an agents.md which explains the terms used in Zitadel's
architecture.
# Additional Context
- closes#11280
---------
Co-authored-by: Copilot <[email protected]>
Co-authored-by: muhlemmer <[email protected]>
Co-authored-by: Copilot <[email protected]>
Co-authored-by: Marco A. <[email protected]>
## Todos for release
- [x] Configure Env in docs project on vercel
- [x] Configure Root Path in the docs project on vercel
- [ ] Remove old CSP https://github.com/zitadel/website/pull/1592
## What we did
This pull request migrates the project documentation from the old
`docs/` directory to the new `apps/docs/` directory, introduces a new
documentation system built with Next.js and Fumadocs, and updates all
relevant references, configuration files, and documentation to reflect
this change. It also adds new configuration and ignore files for the new
documentation app, updates CI and linting to exclude the new docs from
certain checks, and revises the contributing guidelines accordingly.
**Documentation System Migration and New Docs App**
* Migrated all documentation from `docs/` to `apps/docs/`, and updated
all references in `README.md`, `CONTRIBUTING.md`, and other files to
point to the new location.
[[1]](diffhunk://#diff-eca12c0a30e25b4b46522ebf89465a03ba72a03f540796c979137931d8f92055L585-L640)
[[2]](diffhunk://#diff-eca12c0a30e25b4b46522ebf89465a03ba72a03f540796c979137931d8f92055L660-R607)
[[3]](diffhunk://#diff-eca12c0a30e25b4b46522ebf89465a03ba72a03f540796c979137931d8f92055L740-R687)
[[4]](diffhunk://#diff-b335630551682c19a781afebcf4d07bf978fb1f8ac04c6bf87428ed5106870f5L2-R3)
[[5]](diffhunk://#diff-b335630551682c19a781afebcf4d07bf978fb1f8ac04c6bf87428ed5106870f5L30-R30)
* Added a new Next.js/Fumadocs-based documentation app under
`apps/docs/`, including core app files, layouts, routing, search API,
and a comprehensive `README.md` with development and contribution
instructions.
[[1]](diffhunk://#diff-5a1b07344a2c1b4d3f37b23ff1388b62cd9f57dea3c1cd23d8a0412b7602b132R1-R74)
[[2]](diffhunk://#diff-462b9ad1eabbb7d1c29bb9c36e4931eb180fd7190900e6d2babf8f4d66ad1c28R1-R39)
[[3]](diffhunk://#diff-e16ae25660ded787b10ac35dea96d5ecaacf895dae0afc8a9bd4382dc79a8c87R1-R7)
[apps/docs/app/[[...slug]]/layout.tsxR1-R81](diffhunk://#diff-59e08acde4e805b7aeccef1dcf98f1d71dfc550777e6b9402085cee0e9fa4e0aR1-R81),
[apps/docs/app/[[...slug]]/page.tsxR1-R79](diffhunk://#diff-e5df3f80d0fa01e12d63d81f29c57a9d14e846c78fd3beabb2ef768e38fd9580R1-R79),
[[4]](diffhunk://#diff-389b34918e040cacaa87cd7201ffa462cc2b0b716736f537e3d3c660ac69353bR1-R7)
[[5]](diffhunk://#diff-d3b03416d1c457b19f1c27b26f2db741412df841b875c26ccadc36e4522247f4R1-R29)
[[6]](diffhunk://#diff-c8fb8339570a5305809be7c618e14705fd86390dc278e6ce8ba224a7bc8b0c3cR1-R25)
**Configuration and Tooling Updates**
* Updated `.github/workflows/codeql.yml`, `.golangci.yaml`, and
`.github/dependabot.yml` to properly handle the new docs app: excluded
`apps/docs` from certain checks, added npm dependency updates for the
docs app, and excluded generated content.
[[1]](diffhunk://#diff-12783128521e452af0cfac94b99b8d250413c516ec71fe6d97dbea666ff7ba27L8-R14)
[[2]](diffhunk://#diff-9917ddc9f1c3304218f7269265b746d997c5c0615478177b5fceecd33ef47cb5R5-R6)
[[3]](diffhunk://#diff-9917ddc9f1c3304218f7269265b746d997c5c0615478177b5fceecd33ef47cb5R126-R129)
[[4]](diffhunk://#diff-dd4fbda47e51f1e35defb9275a9cd9c212ecde0b870cba89ddaaae65c5f3cd28R89-R106)
* Updated `.devcontainer/devcontainer.json` to use the latest Go 1.25.3
version for consistency.
**Licensing and Miscellaneous**
* Added `apps/docs/` to the list of licensed directories in
`LICENSING.md`.
These changes ensure the documentation is now maintained in a modern,
scalable system and all project tooling is updated to support the new
structure.
---------
Co-authored-by: Federico Coppede <[email protected]>