This guide covers everything Super Admins need to know about managing users, teams, and maintaining your Fyxer organization.
Viewing Your Organization
To see all users and their status:
Go to your Dashboard → Admin Settings → People → Members
You'll see a list showing:
User name and email
Role (Super Admin, Team Admin, Member)
Teams they belong to
Inviting New Users
Single User Invitation
Go to your Dashboard → Admin Settings → People → Members → Invite teammates
Enter the user's email address
Select their role
Optionally add them to specific teams
Click Send Invitation
Managing Pending Invitations
To manage invitations that haven't been accepted:
Go to your Dashboard → Admin Settings → People → Invites
You can:
Resend invitations
Cancel pending invites
Edit invite roles
Changing User Roles
To promote or demote a user:
Go to your Admin Settings → People → Members
Find the user and click the role dropdown
Select the new role
Confirm the change
Important notes:
You can't demote yourself if you're the only Super Admin
Demoting a Super Admin removes their access to billing and org settings
Role changes take effect immediately
Removing Users
To remove a user from your organization:
Go to your Dashboard → Admin Settings → People
Find the user and click the ••• menu
Select Remove from Organization
Confirm the removal
What happens when you remove a user:
They lose access to Fyxer immediately
Shared recordings they created remain accessible to the team
Their license becomes available for a new user
Reassigning Licenses
If a team member leaves and you want to transfer their seat to someone new:
Option 1: Remove and Reinvite
Remove the departing user (see above)
Invite the new user
The new user gets a fresh account
Option 2: Transfer Ownership (Coming Soon)
We're working on a feature to transfer account ownership directly, preserving recordings and context. Contact support for early access.
Creating and Managing Teams
Teams in Fyxer allow your organization to unlock shared scheduling and collaboration features. Only Admin roles can create or manage teams.
Creating Teams
Go to your Dashboard → Admin Settings → People → Teams → Create Team
Enter team name (e.g. Sales, Recruiting, Support)
Add initial members
Click Create
Your team is now active.
Adding Team Members
Go to your Admin Settings → People → Teams → ••• Manage members
Search by name or email
Assign their role (Member or Team Admin)
Save changes
Editing Teams
Select the team from the list
Click Edit Team
Modify name, description, or members
Save changes
Deleting Teams
Select the team
Click ••• → Delete Team
Confirm deletion
Note: Deleting a team doesn't remove users from the organization - they simply won't be part of that team anymore.
Enabling Team Features
Once teams exist, Admins can enable shared capabilities:
Team Scheduling Allows external booking links for teams
Shared Recordings (optional) Allows teammates to access shared meeting outputs
Org-Wide Product Toggles
Admins can enable features like:
Notetaker
Categorization
Drafts
Go to your Dashboard → Admin Settings → Product
Handling Common Scenarios
Employee Leaves the Company
Remove them from the organization (People → Members)
Review any shared content they owned
Invite their replacement if needed
Employee Changes Departments
Go to their profile in Members
Update their team assignments
Adjust their role if needed (e.g., Team Admin for new department)
Merging Duplicate Accounts
If someone accidentally created a separate account:
Contact [email protected] and we'll help merge accounts and preserve data.
Someone Can't Access Their Account
Check if they're using the correct email
Verify their invitation was accepted
Check if they were accidentally removed
Have them try the password reset flow
Billing and Seats
Your plan includes a specific number of seats. Here's how they work:
Active users consume a seat
Pending invitations don't consume seats until accepted
Guests don't consume seats (limited access)
Removed users free up their seat immediately
To add more seats:
Go to your Dashboard → Admin Settings → Billing
Click Change Plan or Add Seats
Select the new seat count
Confirm the prorated charge
Enterprise: SCIM and SSO
Enterprise plans include identity provider integration:
SCIM Provisioning
Automatically sync users from Okta, Azure AD, OneLogin, etc.
Users are created/deactivated based on your IdP
Groups can map to Fyxer teams
Important: SCIM users cannot manage teams through the Fyxer dashboard. All team management must be done through your SCIM provider.
Single Sign-On (SSO)
Users sign in through your company's identity provider
No separate Fyxer passwords needed
Supports SAML 2.0 and OIDC
Contact [email protected] to configure SCIM or SSO for your organization.
AI Processing Exclusion List (Enterprise)
Enterprise admins can prevent AI processing for sensitive meetings:
Go to your Dashboard → Admin Settings → Organization → Advanced → AI Processing Exclusion List
Add email domains or specific contacts
Meetings with these participants won't be processed by AI
Use this for legal, HR, or confidential meetings that shouldn't be analyzed.
Best Practices for Team Setup
Start with customer-facing teams first (Sales, Recruiting)
Keep scheduling teams small and focused
Assign at least one Team Admin per department
Review membership quarterly
Questions about managing your organization? Contact us at [email protected]