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As a Starbridge admin, you’re responsible for setting up the workspace, onboarding your team, and connecting Starbridge to your CRM so every rep sees the right signals for their accounts. This guide covers what to set up, in what order, and where to go for the details.
New to Starbridge? Watch the Admin Training Walkthrough first — it covers org setup, user management, and platform configuration end to end.

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What admins set up

Organization profile: Starbridge uses your org description and business context to generate sharper outbound emails, RFP responses, and AI analysis across every bridge your team builds. Set it once and everything downstream benefits. Users, roles, and teams: Three roles — Admin, Builder, and Consumer — control what people can do in Starbridge. Teams control which Bridges people see. Getting this right means reps only see what’s relevant to them, and admins can manage permissions at scale instead of one user at a time. Territories: Every user should have a territory that reflects their book of business. Territories filter feeds, email digests, and bridges by default — so reps aren’t looking at signals for accounts that aren’t theirs. Territories can be synced automatically from your CRM. CRM integration: Connecting Salesforce or HubSpot unlocks the most powerful parts of Starbridge: account matching, CRM-synced buyer lists and territories, and the ability to push enriched contacts, account scores, and signals back into your CRM. This is a high-level description. Specific articles document each step in detail.
1

Add your organization profile

Go to Settings → Organization Profile and fill in your Organization Description and Organization Business Context. This is the foundation for all AI-generated content in Starbridge.
2

Connect your CRM and configure objects and fields

Go to Settings → Integrations and connect Salesforce or HubSpot. Select the objects and fields you want Starbridge to access. The Objects and fields experience recommends objects and fields to enable for various use cases, like account scoring or contact enrichment.See Connect your CRM for setup guidance.
3

Complete account matching

Map your CRM accounts to Starbridge buyers. This is the foundation for CRM-synced territories, buyer lists, and pushing data to and from your CRM in bridges.See Account matching to get started.
4

Set up users, roles, and teams

Add your users, assign roles, and organize them into teams. Builders can create and edit bridges; Consumers can view and action signals. Teams make it easy to subscribe groups of reps to the right bridges in one step.See Users & roles for setup guidance.
Many teams prefer to build out their key bridges and populate signals in the feed before adding reps to the platform — so there’s something to see on day one. Chat with your CSA about the right time to bring your team on.
5

Set territories for each rep

Assign a territory to every user so their feed and email digest are filtered to their book of business from the start.See Set up territories for guidance on territories and how to sync them from your CRM.

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Monitoring your team

Once your team is live, the Usage Dashboard gives you a view of who’s active, how many signals are being reviewed and acted on, and how individual users are contributing — filterable by team, role, and date range, and exportable as CSV.

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Next steps

Org Business Context

Fill in your org business context to customize Starbridge’s AI-generated content and analysis for your team`

Video Walkthrough

Watch the admin training walkthrough to see platform configuration end to end.