For the complete documentation index, see llms.txt. This page is also available as Markdown.

Getting Started as an Enterprise Administrator

The enterprise administrator has the highest level of authority over the entire organization and is responsible for overall operations, including user and team setup, credit management, and management of all reference assets.

1. Sign up

  • With the email address you will use as the enterprise administrator account [Sign-up page]Please refer to it and complete sign-up first.

  • All users invited to the enterprise organization must also complete sign-up in advance, so please ask all users to be invited to the organization to sign up in advance.

2. Invite users

First, invite all users who will join the enterprise organization. Invitations are only available to users who have completed sign-up.

  1. From the left menu on the main screen, [Enterprise Management] click , then [Users] go to the page

  2. [Invite Users] button click

  3. Enter the user's email address and select a role (enterprise administrator/user), then [Invite] click to complete the user invitation

User role guide

  • Owner: As the organization owner, has the same privileges as an enterprise administrator (To change the owner, please contact help@fixfolio.ai)

  • Enterprise Administrator: A user with full organization management privileges who can 'manage the organization, invite and manage users, create and manage teams, set credit budgets for each team, top up credits, check credit usage status, and manage all reference assets' available

  • User: General users other than enterprise administrators (including team administrators)

3. Create teams and assign credits

Create teams and set the credit limit each team can use.

  1. From the left menu, [Teams] go to the page

  2. [Create New Team] button click

  3. Enter the team name, input the credit limit to assign to that team, then [Create Team] button click

When creating a team, you can set a credit limit for each team, and afterward you can switch via the [Credit Budget] button to a mode where you can use credits freely within the contract credit range without a separate budget limit. For more details, please refer to the [Team Management page].

4. Add team members

After creating a team, add team members. For each team, we recommend designating at least one team administrator for smooth operation. Team administrators can add and manage team members, and also check the team's credit usage status.

  1. For the team that needs team member additions, [Team Members] button click

  2. [Add Member] button click

  3. After selecting the email address of the member to add and choosing their role (administrator/member), [Add] button click

Member role guide

  • Administrator: Add and manage members, check credit usage status

  • Member: Can create content within the team and view the results

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