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 → Admin settings → People → Members → Invite teammates.

In the pop-up, you have two options:

Option A: send email invitations

Enter an email address
Select the role (typically "Member")
Click Send invites

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

Select Copy invite link
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

Organization details

Go to your Dashboard → Admin settings → Organization to view your organization name and organization domain.

New members with the same domain can automatically join your organization when they sign up.

Organization tools

Go to your Dashboard → Admin settings → Product to enable/disable Notetaker, email categorization and drafts across your organization. These features are enabled by default.

Meeting Notetaker settings

You can further customize Notetaker across your organization by going to your Dashboard → Notetaker → Notetaker settings.

Add a custom image: scroll down to Notetaker appearance and toggle off the Hide Notetaker image option – you can then upload a custom image that'll appear on calls
Recording retention: set how long you'd like to keep your meeting recordings

Retention changes apply retroactively and deletions cannot be undone. Review with your team before changing this setting.

Super Admins on eligible Enterprise plans can also access managed settings to control even more feature defaults across their organization. Learn more: Managed settings: control features and defaults for your organization.

Step 3: Create teams

Teams help organize your users by department, project, or function.

Go to your Dashboard → Admin settings → People → Teams → Create team. You can then add members and assign roles.

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

Shared mailboxes (e.g. info@, sales@, support@)
One inbox accessed by multiple people
Team-wide visibility into all emails or recordings

Learn more: Does Fyxer work with shared inboxes or mailboxes?

What's next?

Head to I'm setting up my team on the Learning Hub to get your whole organization up and running.

Still have questions?

Head to the chat in the bottom right of your Dashboard.