Onboard your team

Get your team set up and saving time in a few simple steps.

• Before you start

• Invite your team

• What your team can expect in week one

• Roles at a glance

Before you start

A few things worth knowing before you invite anyone:

Each person uses their own inbox and calendar

Fyxer is not a shared inbox – teammates can only see their own emails, drafts, and meeting notes.

Inviting team members affects your billing

Each new user adds a seat to your subscription. Learn more: How Fyxer billing works (plans, seats and charges).

Check your auto-add domain setting first

By default, Fyxer can automatically add anyone who signs up with your email domain, which can create unexpected charges. Go to Dashboard → Admin settings → Organization and review the Automatically add users with domain toggle before you begin.

As the organization admin, you will receive a notification email when a new person joins via auto-add.

Learn more: Auto-add users with same domain.

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Invite your team

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Step 1: open team settings

Go to your Dashboard → Admin settings → People.

You'll see three tabs: Members (current users), Teams (optional groupings), and Invites (where you send and track invitations).

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Step 2: send your invitations

1. Click the Invite teammates button, top right of the Dashboard

2. Enter their email address

3. Choose their role:

   • Super admin: can invite or remove users, manage billing, and control organization settings

   • Member: can use Fyxer with their own inbox and calendar; can't change billing or team settings

4. Click Invite

Each invited person receives an email with a link to join. Once they accept, they move automatically from the Invites tab to the Members one.

Note: buying seats doesn't automatically add users. You still need to send invitations.

What about the Team admin role? Team admin is assigned separately, as it only exists within a team, not at the organization level. Once you've created a team, you can nominate a Team admin from within it.

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Step 3: share this with your team

Once your invitations are out, send your team the individual setup guide so they can hit the ground running.

Each team member needs to:

• Connect their email account

• Connect their calendar

• Spend 5-10 minutes in the Dashboard customising their preferences

Share this quick Setup checklist with them.

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What your team can expect in week one

Fyxer works quietly in the background from day one. Here's what people typically notice first:

• Their inbox is organized into categories, with the most important emails surfaced in To do or To respond, depending on their setup

• Draft replies start appearing for emails that need a response

• Meeting summaries and follow-up drafts arrive after calls

The more each person uses Fyxer, the better it adapts to their individual style and priorities. Encourage your team to edit drafts lightly rather than rewriting them – that's how Fyxer learns fastest.

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Create a team

Teams help you to organize your users by department, project, or function. They also allow you to unlock shared scheduling and collaboration features.

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

Learn more: Creating and managing teams.

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Roles at a glance

Action	Super admin	Team admin	Member
Use Fyxer with own inbox and calendar	✓	✓	✓
Invite users	✓	✓	✓
Remove users	✓	✓	—
Manage team feature settings	✓	✓	—
Manage billing and plan	✓	—	—
Org-wide settings and defaults	✓	—	—

Learn more: Teams role permissions matrix.

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Next up

You've sent out the invitations. Now get up to speed on permissions.

• Next: Permissions and roles