Your role and FixControl's
There are two kinds of administrator. This guide is for the first.
| Your organization's administrator (you) | FixControl platform administrator | |
|---|---|---|
| Who | Someone from your own organization with the Admin role. | FixControl staff. |
| Does | Projects, connections, users, approval rules, knowledge and the settings of your own workspace. | The hosted service: hosting, AI providers, the sign-in apps for Google, Microsoft and Git providers, the forwarding domain for e-mail, SSO and SCIM, and switches such as project permissions or additional test environments. |
| Cannot | Platform settings, or other organizations' settings. | — |
You do not manage servers, a database or AI keys. Where this guide says "ask your FixControl contact", FixControl sets it up for you.
Creating your workspace
To sign up you enter your name, work e-mail, company name and a password, and choose Create workspace. Then you confirm your e-mail with a six-digit code.
The checkbox for the sample company Northwind Bank is on by default. If you want to start without sample data, untick it. You manage sample data later under Settings → Practice environment.
On your first visit a short wizard asks what you want to use FixControl for first and where your team works now. Your choice only sets your work profile: which menu items you see and where Continue setup takes you. You can skip it with Set this up later. On the dashboard, the Get started card tracks which steps are still open.
Day one in five steps
1. Create a project
Go to Projects → New project, choose a name and a primary goal (for example Fix software problems or Handle customer questions) and choose Create project. A project bounds which sources, people and rules belong to a piece of work. See Projects.
2. Connect your systems
In the project, open Connections:
| What | Button | Notes |
|---|---|---|
| Connect mailbox | Forward to an address from FixControl, or sign in with Microsoft 365. Gmail only where FixControl offers it. Sending replies is off by default. See Connecting e-mail. | |
| Chat | Add chat channel | Slack or Microsoft Teams. Per channel you choose: new requests, progress, or approval requests. See Communication channels. |
| Code | Connect repository | GitHub, GitLab or Bitbucket. See GitHub and Git providers. |
| Support software | Connect support software | Freshdesk, TOPdesk, Odoo, Jira or Linear: FixControl creates tickets there and follows their status. New tickets do not become issues by themselves, except Jira tickets when Import new Jira tickets as issues is switched on for the link. See Issue trackers. |
A connection only counts as working once a test or real traffic has proven it. Until then it says not tested yet.
3. Let FixControl check that it can test your application
Once there is a repository, FixControl works out how the application is built, started and tested, and proves it with a real run. The outcome is under Environments in the project. If it does not succeed, FixControl asks for one concrete piece of information, for example a start command. See Verification and results.
4. Add colleagues
Go to Settings → Users and choose Create user. You fill in name, e-mail address, an initial password and a role. There is no invitation e-mail: hand over the password securely yourself.
| Role | Can |
|---|---|
| Admin | Everything, including users, agents, codebases and settings. |
| Manager | Manage settings and connections, approve, deliver patches, read the audit log. |
| Operator | Handle work, run work sessions, start tests. Cannot approve. |
Within a project you can also give people a project role under Members. See Users & identity. FixControl sets up SSO through OIDC and SCIM on request.
Also require two-factor authentication for everyone: Settings → Organization security → Require 2FA for all members. See Security & audit.
5. Decide who approves
By default one active admin or manager decides an approval. Check in the project under Approvals & rules that someone can actually approve, and look in the governance console (Settings → AI & approvals) at which rules apply to the whole organization. See Approvals and Governance & policy.
Next: giving context
- Knowledge — add product documentation, FAQs and manuals, or have a website read in. FixControl uses the connected project sources to prepare answers and changes. See Knowledge.
- AI memory — short rules that agents always follow, for the whole organization or per project. See AI memory.
Setting up through Command Center
You can also ask for the same steps in Command Center. One request — "set up a project for our pos repo" — produces one confirmation card with numbered steps. What you confirm is what runs: the target is fixed on the card, and every step is checked against your role again when it runs. Credentials, irreversible administration and governance policy deliberately stay on the screens.
What FixControl sets up for you
Some things you cannot switch on yourself. Ask your FixControl contact for:
- Single sign-on (OIDC) and automatic user provisioning (SCIM).
- Project permissions (enforcing access per project) and connector policy.
- A second workspace for an existing user.
- Validation in your own environment through the FC Agent, and the deployment connections that go with it.
- Webhook secrets for status updates from Freshdesk, Odoo or TOPdesk.
Subscription
Under Settings → Plan & billing you see your plan. Where online payment is set up for your workspace, you change your plan there. For billing questions, or when that option is missing: contact.
FAQ
Do I have to provide an API key for an AI provider? No. AI is part of the service. You can choose a preferred model per AI agent; see Orchestration & context.
Can I connect several mailboxes or chat workspaces? Yes. A mailbox delivers work to one project at a time.
Can I use several Git hosts at once? Yes. Each codebase belongs to exactly one provider.
Do my customers see FixControl? No. They e-mail your support address or chat in your channels and get an answer from your team, from your mailbox. Only if you put the website chat on your site do visitors talk to a FixControl widget.
What about privacy? Organizations are separated at database level. See Security & audit for what FixControl does with your data and source code.