> ## Documentation Index
> Fetch the complete documentation index at: https://hc.starbridge.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview guide - start here!

> Everything you need to configure Starbridge for your team.

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.

<Info>
  New to Starbridge? Watch the [Admin Training Walkthrough](/admins/video-walkthrough) first — it covers org setup, user management, and platform configuration end to end.
</Info>

## 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.

## Recommended setup order

This is a high-level description. Specific articles document each step in detail.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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](/admins/connecting-your-crm) for setup guidance.
  </Step>

  <Step title="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](/integrations/account-matching) to get started.
  </Step>

  <Step title="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](/admins/adding-new-users-configuring-roles-and-teams-s) for setup guidance.

    <Tip>
      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](mailto:support@starbridge.ai) about the right time to bring your team on.
    </Tip>
  </Step>

  <Step title="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](/admins/setting-up-your-workspace/setup-territories) for guidance on territories and how to sync them from your CRM.
  </Step>
</Steps>

## Monitoring your team

Once your team is live, the [Usage Dashboard](/admins/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.

## Next steps

<CardGroup cols={2}>
  <Card title="Org Business Context" icon="building" href="/admins/organization-business-context">
    Fill in your org business context to customize Starbridge's AI-generated content and analysis for your team\`
  </Card>

  <Card title="Video Walkthrough" icon="circle-play" href="/admins/video-walkthrough">
    Watch the admin training walkthrough to see platform configuration end to end.
  </Card>
</CardGroup>