As a Company Admin, you can invite team members to join your organization’s Fano Summary account. Each invited member receives an email with a link to set up their own account.Documentation Index
Fetch the complete documentation index at: https://fano.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
How invitations work
When you invite a member:- They receive an email: “You’ve been invited to join [Company Name] on Fano Summary Agent.”
- They click “Set Up Your Account” and create their password.
- Once activated, they can connect their calendar and start using Fano Summary.
Invitation status
On the member management page, you can see each person’s current status:| Status | What it means |
|---|---|
| Pending | Invitation sent, but the member hasn’t activated yet |
| Active | Member has completed setup and can use the product |
Managing seats
Your organization has a set number of seats based on your plan. Each invited member (whether pending or active) counts toward your seat allocation.If you need to add more seats, contact your Fano account representative or your reseller.
If you need to change a member’s email
If an invitation was sent to the wrong email and the status is still Pending:- Remove the pending invitation.
- Create a new invitation with the correct email address.
Tips for a smooth rollout
- Invite a small pilot group first to test the workflow.
- Share the Quick Start guide so members know what to do after activating.
- Remind members to connect their calendars — it’s the key step for hands-free meeting recording.