Managing Team Members / Users

This page is only visible to Admins of Team Edition accounts.

1. Navigate to the Users tab in Settings.

2. Click on the Invite Team Members button:

3. Enter the email address(es) you'd like to invite to your Team in Fathom. Be sure to hit Enter after each address:

4. You can set the membership status (paid/free/admin) and the team for the new member.

5. Click "Send Invites"!

When you invite someone to join your workspace:

• They’ll appear under a new “Invited” tab next to “Users”

• They’ll receive an email invitation so they can get started with setting up their account

Once they accept, they’ll be moved into the active Users list.

To the right of a team member’s name, you’ll find a settings menu where you can manage their access and role.

From here, you can:

• Assign them to a sub-team

• Upgrade or downgrade their access level (Admin, Standard, Limited, or Free)

• Change their role to or from Admin

• Deactivate or remove them from the team

• Removing a team member:
  They will be removed from your team instantly. Any shared recordings will also be removed and will no longer be accessible to others.

• Deactivating a team member:
  They will no longer be able to log in to Fathom, but all of their recordings will remain accessible to your team. Deactivated users will also appear in a separate tab next to Invitees.

💡 Need to transfer or share access to someone’s recordings? Our Support Team can share their entire call library with all teams or just their assigned team — reach out to us at help@fathom.video!

Prevents free users from sharing calls with your team and being upgraded to paid seats.

Need help understanding Free vs. Paid Users in Fathom? Click here!