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Qubisaas
Create your workspace

Guide sections

Create your workspace

Once your subscription is active, Qubisaas asks for your industry. From that one choice it creates your modules, roles, buttons and dashboards together.

Before you start

You need an active subscription. If you have uploaded your payment receipt and it has not been reviewed yet, you stay on the "Pending approval" page and move on to this step automatically once it is approved. See Choose a plan and pay.

1. Pick your industry

You get a card per industry, with the number of modules in its template underneath. Pick the card closest to how your company works, then press "Continue".

The industry step, on a Starter account.

2. Review the template

The preview page lists the template's modules. Press any module to see its fields and each field's type before anything is created. If the template does not suit you, press "Back" and pick another industry.

3. Create the workspace

Press "Create workspace" and the system builds, in one go:

  • The modules with their fields and the relations between them
  • The roles for your industry
  • The custom buttons and the workflow behind each one
  • A default dashboard per role

After it is created

You land on the dashboard for your role, with the template's modules in the sidebar of your first project.

From here you can go in any direction:

  • Edit a module or add a field from the modules page
  • Invite your team and choose what each role sees
  • Run your first workflow from a custom button on a record