Set up your organization

This guide is for the first person at your company to use Kubit. You’ll sign up, name your organization, create a workspace, add your data and invite your team. The steps are the same for Agent Observability and Product Analytics. Only the step that adds your data differs, and each way of adding data has its own page. The account steps take about 10 minutes. Kubit creates your organization when you first sign in, and you become its Owner. Everyone you invite joins that organization.

Before you start

An early-access link from Kubit, or an invite from someone already in your organization
A work email address. Kubit refuses personal and free email domains.

Steps

Verify your email

Kubit sends a code in an email with the subject Verify your Kubit account. On the Check Your Inbox screen, type it into Verification Code.Click Continue. No email? After 30 seconds, a Resend link appears under Don't see it?.

Choose how you sign in

On Secure Your Account, pick Create Passkey or Create Password. A password needs at least 8 characters, upper and lowercase letters, a number and a special character. A passkey signs you in with your fingerprint, face or a security key. Join your team on Kubit covers passkeys in detail.

Name your organization

Your new organization is called My Org until you rename it. Go to Settings > Organization > General, change Organization Name and click Save.

Field	Rule
Organization Name	50 characters at most
URL prefix	Kubit picks a random 10-character prefix for your organization’s URLs. It can’t be changed.
Logo	PNG, JPEG or SVG, under 1 MB

Create a workspace

A workspace holds one set of data (agent traces, clickstream events or both) and the reports built on them. Open the workspace switcher at the top of the left nav and click New workspace. The first time you sign in, onboarding shows Create Demo Workspace. Click Set up my own workspace there instead.On Create Workspace, fill in:

Field	What to enter
Workspace Name	2 to 50 characters, unique in your organization
Workspace Timezone	Defaults to your browser’s timezone
Origin	Where your data comes from. See the table below. The dropdown defaults to Sandbox.

Create Workspace dialog with Workspace Name set to Support agent traces, a Workspace Timezone dropdown and Origin set to Warehouse, described as OTel traces in Databricks, Snowflake, BigQuery or ClickHouse.

Click Continue. Kubit opens the Modeler on the Warehouse Connection tab.Each Origin tells Kubit where the workspace’s data comes from.

Origin	Description in the app	Type
Agent	LLM traces via OTel	Agent Observability
User	Clickstream events via OTel	Product Analytics
Warehouse	OTel traces in Databricks, Snowflake, BigQuery or ClickHouse	Either or Both
Langfuse	Langfuse traces in ClickHouse	Agent Observability
MLflow Tracing	MLflow traces in Databricks	Agent Observability
Cortex Agents	Cortex Agent traces in Snowflake	Agent Observability
Google ADK	ADK agent events in BigQuery	Agent Observability
Sandbox	`Upload OTel trace files for quick testing — no pipeline`	Agent Observability

Add your data

How you add data depends on where it is. Pick the row that matches your data and follow its page.

Your data	Origin	In the Modeler	Page
Traces or events in Snowflake, BigQuery, Databricks or ClickHouse	Warehouse	Warehouse Connection > New connection, then set Warehouse type	Bring your own warehouse
An agent you instrument with `kubit-otel` or `@kubit-ai/otel`	Agent	TBD	Quickstart
Self-hosted Langfuse traces in your ClickHouse	Langfuse	TBD	Connect ClickHouse
Traces sent to Langfuse Cloud or Braintrust	TBD	TBD	Set up with your coding agent
Clickstream events from RudderStack, Segment, Snowplow or mParticle	TBD	Customer Data Platform	Data sources
OpenTelemetry trace files, for a quick test	Sandbox	Warehouse Connection > From upload

To reuse a warehouse connection your organization already added, click Use existing in the Modeler.

Invite your team

Go to Settings > Organization > Team and click Invite Member.

Field	What to enter
Organization Role	Owner, Admin, Member, Viewer or None. The default is Member. Pick None to give access to only some workspaces (see Limit someone to some workspaces).
Email Addresses	One or more work emails separated by commas, up to 999 per invite

Click Invite. A toast reads Invitation sent. Each person gets an email with the subject Welcome to Kubit and a link to join. Invites don’t expire.You give each person one role for the whole organization. To change someone’s role in one workspace, use that workspace’s column in the Team table after they’re added.

Roles

A role decides what someone can change in the organization and its workspaces. Roles rank Owner, then Admin, Member, Viewer and None.

Action	Owner	Admin	Member	Viewer	None
See organization settings and the Team page	Yes	Yes	Yes	Yes	No
Rename the organization, change the logo	Yes	Yes	No	No	No
Invite, deactivate and change roles of members	Yes	Yes	No	No	No
Create, archive and restore workspaces	Yes	Yes	No	No	No
Delete a workspace	Yes	No	No	No	No
Grant the Owner role	Yes	No	No	No	No

Admins can’t change an Owner’s role, and Owners can’t change their own role. The person who created the organization is an Owner like any other.

Limit someone to some workspaces

The None organization role gives someone access only to the workspaces you pick. A person with None is an active member of the organization but has no permissions and sees no workspaces until you give them a role in one.

Organization role	Which workspaces the person sees
Member or Viewer	Every workspace, except ones where their workspace role is set to None
None	Only workspaces where their workspace role is higher than None

An invite sets only the organization role. Giving someone access to some workspaces takes two steps:

Invite them with Organization Role set to None.
In the Team table, set their role in the column of each workspace they need.

Until you do step 2, they can sign in and join but can’t open any dashboard or report. None doesn’t suspend anyone. To remove someone’s access completely, use Deactivate Member (see Manage invites and members).

Manage invites and members

The Team page has three tabs: Active, Pending and Deactivated.

Tab	How	What it does
Pending	Row menu > Resend Invitation	Sends the invite email again
Pending	Row menu > Cancel Invitation	Withdraws the invite
Active	Deactivate icon on the row, then Deactivate	Removes the person’s access to the organization
Deactivated	Reactivate icon on the row, then Reactivate	Restores the person’s access

Verify

Open Settings > Organization > Team and click Pending. Each person you invited is listed by email. When they accept, they move to the Active tab.

If it fails

Symptom	Cause	Fix
`Sorry, registration is by invite only for now. Please contact support@kubit.co`	The sign-up link has no early-access code or invite	Use the exact link from your early-access email
`Please use your work email address`	The email is on a personal or free domain	Sign up with your company email
`Account already registered, please sign in`	The email already has a Kubit account	Sign in instead of signing up
`Organization name must be 50 characters or fewer`	The name is too long	Shorten it to 50 characters
`A workspace with this name already exists — choose another name.`	Another workspace in the organization has that name. Case doesn’t matter.	Pick a different Workspace Name
New workspace is grayed out, with the tooltip `You don't have permission to create workspaces.`	Your role is Member, Viewer or None	Ask an Owner or Admin to create it, or to raise your role
`{email} is already a member.`	The person is already in the organization	Nothing to do. Change their role in the Team table if needed.
`{email} is deactivated — reactivate them instead.`	The person was deactivated	On Deactivated, choose Reactivate Member
`{email} is a personal email address — members need a work email.`	New members need a work email. People who already have a Kubit account on a personal address can still be invited.	Invite their company email
Seat cap reached. banner in Invite Member	Your plan has no free seats	Deactivate someone, or upgrade your plan (an Upgrade plan link shows when billing is on)
`You've reached your plan's seat limit.` on resend or reactivate	Your plan has no free seats	Same as above

Next steps

Join your team on Kubit: what the people you invite see, from the email to their first report.
Bring your own warehouse: connect Snowflake, BigQuery, Databricks, ClickHouse or Redshift.
Quickstart: send spans with kubit-otel into an Agent workspace.
Data sources: send clickstream events from a customer data platform.

​Before you start

​Steps

Sign up