Quick Start: Admins

As an admin, you're responsible for setting up Qubi for your organization. This guide walks you through the essential configuration to get your team up and running.

Step 1: Set Up Your Workspace

1. Sign in at app.getqubi.com with your admin account
2. Go to Admin → Workspace Settings
3. Configure your workspace:
   • Company name: This appears across the platform
   • Default timezone: Sets the default for new users
   • Recording language: Set the primary language for transcription

Step 2: Invite Your Team

Add users to your Qubi workspace:

1. Go to Admin → Users
2. Click Invite Users
3. Enter email addresses. You can invite multiple users at once
4. Assign roles:
   • Member: Standard user, can record and review their own meetings
   • Manager: Can access their team's meetings and analytics
   • Admin: Full access to workspace settings and all user management

Bulk invites

You can paste a list of email addresses separated by commas or line breaks to invite your whole team at once.

Step 3: Connect Meeting Platforms

Set up the integrations your team needs.

Zoom

Zoom requires each user to authorize Qubi individually because of Zoom's On-Behalf-Of (OBF) token requirement. Since March 2026, Zoom requires any app that joins meetings outside its own account to be linked to a specific user. This means:

• Each team member must connect their own Zoom account in Manage you account → Recording
• During authorization, Zoom grants Qubi an OBF token that lets the bot join meetings as that user's assistant
• Without this step, Qubi will be blocked from joining their Zoom calls

As an admin, you should:

1. Go to Manage your account → Recordings → Zoom Integration and verify the organization-level Zoom connection is active
2. Communicate to your team that each person needs to connect Zoom from their own Manage your account → Recording page
3. Check in Admin → Users to see which team members have completed their Zoom authorization

For full details on Zoom configuration and requirements, see the Zoom Recording Setup Guide.

Google Meet

Google Meet works out of the box. As long as users have connected their Google Calendar, Qubi will join their Google Meet calls automatically. No additional admin setup needed.

Microsoft Teams

Microsoft Teams works similarly to Google Meet. Users connect their Microsoft Calendar, and Qubi joins their Teams meetings when invited.

Step 4: Set Up Integrations

Connect Qubi to your existing tools:

Slack

1. Go to Settings > Integrations and click Connect next to Slack Chat
2. Authorize the connection in Slack
3. Team members can then DM the Qubi bot to ask questions, and receive meeting prep and recap summaries as direct messages

To make Slack conversations part of your Knowledge Base, add Slack as a connector under Settings > Knowledge Base and select the channels to sync.

CRM

1. Go to Settings → Integrations → CRM
2. Connect your CRM system
3. Configure automatic syncing of meeting data and action items

Knowledge Base

1. Go to Settings → Knowledge Base
2. Upload your sales playbooks, competitor battlecards, and methodology documents
3. Qubi will make this content searchable and surface it during relevant conversations

Step 5: Review Your Dashboard

Once your team is set up and recording, your admin dashboard shows:

• Adoption metrics: How many users are connected and active
• Recording volume: Total meetings recorded per week
• Usage patterns: Which features your team uses most
• Storage usage: How much recording storage is being used

Admin Checklist

Use this checklist to make sure everything is configured:

• Workspace name and settings configured
• Team members invited with correct roles
• Meeting platform(s) connected (Zoom, Google Meet, or Teams)
• All team members have authorized their Zoom account (if using Zoom)
• Slack integration connected (optional)
• CRM connected (optional)
• Knowledge base populated with key documents (optional)
• Notification preferences configured

What's Next?

Task	Learn more
Managing Users & Teams	Manage Users
Zoom Recording Setup	Set Up Zoom Recording
Knowledge Base Management	Knowledge Base
Security & Compliance	Data & Privacy

Need help with setup?

Our team is happy to help you get configured. Visit Contact Support to schedule a setup call.