Managing users and teams in your organization

A Super Admin's guide to inviting users, managing roles, creating teams, and controlling access across your Fyxer organization.

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

1. Enter the user's email address

2. Select their role

3. Optionally, add them to specific teams

4. Click Send invites

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 Dashboard → Admin settings → People → Members

1. Find the user and click the role dropdown

2. Select the new role

3. 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

1. Find the user and click the ••• menu

2. Select Remove from organization

3. 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:

1. Remove the departing user (see above)

2. Invite the new user

3. The new user gets a fresh account

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 a team gives you access to:

• Team scheduling – allows external booking links for teams

• Shared recordings – allows teammates to access shared meeting outputs

Creating teams

Go to your Dashboard → Admin settings → People → Teams → Create team

1. Enter team name (e.g. Sales, Recruiting, Support)

2. Add members

3. Click Create

Your team is now active.

Adding team members

Go to your Dashboard → Admin settings → People → Teams → ••• Manage members

1. Search by name or email

2. Assign their role (Member or Team Admin)

3. Save changes

Editing teams

1. Select the team from the list

2. Click Edit team

3. Modify name, description, or members

4. Save changes

Deleting teams

1. Select the team

2. Click ••• → Delete team

3. Confirm deletion

Enabling team features

As a Super Admin, you can select whether to enable the following organization-wide features:

• Notetaker

• Email categorization

• Email drafts

Go to your Dashboard → Admin settings → Product.

If you're on an Enterprise plan, go to your Dashboard → Admin settings → Managed settings to configure these and other features.

Handling common scenarios

Employee leaves the company

1. Remove them from the organization (Dashboard → Admin settings → People → Members)

2. Review any shared content they owned

3. Invite their replacement, if needed

Employee changes departments

1. Go to their profile in Dashboard → Admin settings → People → Members

2. Update their team assignments

3. Adjust their role if needed (e.g., Team Admin for new department)

Merging duplicate accounts

If someone accidentally creates a separate account, contact Support using the chat in the bottom right of your Dashboard. We'll help merge accounts and preserve data.

Someone can't access their account

1. Check if they're using the correct email

2. Verify their invitation was accepted

3. Check if they were accidentally removed

4. Share the Copy invite link with them from the Add teammates box (Dashboard → Admin settings → People)

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

1. Click Change plan or Add seats

2. Select the new seat count

3. Confirm the prorated charge

Enterprise: SCIM and SSO

Enterprise plans include identity provider integration:

Single sign-on (SSO)

• Users sign in through your company's identity provider

• No separate Fyxer passwords needed

• Supports SAML 2.0 and OIDC

See Setting up single sign-on (SSO) for your organization for what to send us, and Enforcing SSO and managing sign-in for your domain for rollout and adding domains.

SCIM provisioning

• Automatically sync users from Okta, Microsoft Entra ID, OneLogin, etc.

• Users are created/deactivated based on your IdP

• Groups can map to Fyxer teams

See SCIM provisioning: automatically sync users and groups for setup details.

To get started with SCIM or SSO, contact the Fyxer team using the chat in the bottom right of your Dashboard.

AI processing exclusion list (Enterprise)

Enterprise admins can prevent AI processing for sensitive meetings:

Go to your Dashboard → Admin settings → Organization → Advanced → AI processing exclusions.

1. Add email domains or specific contacts

2. Meetings with these participants won't be processed by AI

Still have questions?

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