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Set up Fyxer for your team: quick start guide

Get your team up and running with Fyxer in minutes.

This guide covers everything you need to know to set up your organization and start collaborating.

Before you begin

You'll need:

  • A Fyxer account with Super admin access

  • Email addresses of team members you want to invite

  • 5-10 minutes to complete the setup​

Adding users to your organization may affect billing. For seat pricing and charges, read: How team billing works.

Step 1: invite your team

Go to your Dashboard → Settings → People → Members → Invite teammates.

In the pop-up, you have two options:

Option A: send email invitations

  1. Enter an email address

  2. Select the role (typically "Member")

  3. Click Send invites

Invitees will receive an email with a link to join your organization.

Option B: share an invite link

  1. Select Copy invite link

  2. Share via Slack, email, or your preferred channel

Anyone with the link can join your organization (you can disable this anytime).

Step 2: configure organization settings

Go to your Dashboard → Settings → Organization to view:

  • Organization Name: This is shown externallyOrganization Domain: Ensures new members join your organization

Meeting Notetaker

  • Notetaker Appearance: Whether you want the notetaker to appear without an avatar or profile image on your calls (and if you do, select a custom image for your notetaker)

  • Recording Retention: How long you want to retain recordings

Note: Once recordings are deleted, we cannot recover them.


Step 3: Create Teams

Teams help organize your users by department, project, or function.
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Go to your Dashboard → Settings → People → Teams

  1. Name your teams and add members

  2. Repeat for additional teams
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Quick Setup Checklist

Use this checklist to ensure you've completed all setup steps:

  • Organization created or upgraded to team plan

  • Organization defaults configured

  • Team members invited

  • Teams created (if using)

  • Shared features enabled

  • Onboarding resources shared with team

What Fyxer Does Not Support (Important)

  • Shared mailboxes (e.g. info@, sales@, support@)

  • One inbox accessed by multiple people

  • Team-wide visibility into all emails or recordings

For supported alternatives, see Shared inbox limitations & alternatives.

What's Next?

Now that your team is set up:

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