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
Important: Adding users to your organization may affect billing. For seat pricing and charges, read: How team billing works
Step 1: Set Up Your Organization & Invite Your Team
If you're starting fresh, your organization is created automatically when you first sign up. If you're upgrading from an individual account:
Option A: Send Email Invitations
Go to your Dashboard → Settings → People → Members → Invite teammates
Enter email addresses (one per line or comma-separated)
Select the role for new members (typically "Member")
Click Send Invitations
Invitees will receive an email with a link to join your organization.
Option B: Share an Invite Link
Go to your Dashboard → Settings → People → Members → Invite teammates
Click 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
Go to your Dashboard → Settings → Organization
General
Organization Name: This is shown externally
Organization 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.
Go to your Dashboard → Settings → People → Teams
Name your teams and add members
Repeat for additional teams
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:
Review the Admin vs Member: Roles and Permissions guide
Set up Team Scheduling for group meetings
Explore the usage dashboard to track adoption
Configure integrations (HubSpot) if needed