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Admin Guide

Everything you need to manage your Karnyx organization: user roles, single sign-on, directory sync, data governance, and usage monitoring. This guide is intended for workspace owners and administrators.

Organization Management

An organization is the top-level container in Karnyx. All users, meetings, recordings, and settings belong to exactly one organization. The first user to sign up creates the org and becomes the Owner.

Organization Settings

Navigate to Settings > Organization to manage core org-level settings:

  • Display name: Your company or team name, shown in shared summaries and exports.
  • Default timezone: Used for meeting scheduling and report generation when a user has no timezone set.
  • Logo: Upload a company logo for branded exports and the login screen (Enterprise plan).
  • Allowed email domains: Restrict sign-ups to specific domains (e.g., @yourcompany.com). Users with non-matching emails cannot join.
  • Default capture mode: Set whether new users default to Ghost Mode or Bot Mode for meeting capture.

Inviting Users

Owners and Admins can invite users via Settings > Members > Invite. You can invite by email address or share an invite link. When using SCIM directory sync, users are provisioned automatically.

// Invite via API
POST /api/v1/org/invites
{
  "emails": ["alice@company.com", "bob@company.com"],
  "role": "MEMBER",
  "message": "Welcome to Karnyx! Connect your calendar to get started."
}

// Response
{
  "invites": [
    { "email": "alice@company.com", "status": "sent", "expires_at": "2025-02-17T14:30:00Z" },
    { "email": "bob@company.com", "status": "sent", "expires_at": "2025-02-17T14:30:00Z" }
  ]
}

Invite expiration

Email invites expire after 7 days. If an invite is not accepted, Admins can resend it from the Members page. Invite links do not expire but can be revoked at any time.

Roles & Permissions

Karnyx uses a four-tier role system. Each user in the organization is assigned exactly one role. Roles are hierarchical: higher roles inherit all capabilities of lower roles.

CapabilityOWNERADMINMEMBERVIEWER
Capture meetingsYesYesYesNo
View own meetingsYesYesYesYes
View all org meetingsYesYesNoNo
Create and edit notesYesYesYesNo
Manage action itemsYesYesYesNo
Configure integrationsYesYesNoNo
Manage webhooksYesYesNoNo
Invite and remove usersYesYesNoNo
Change user rolesYesYesNoNo
Configure SSO / SCIMYesYesNoNo
View audit logsYesYesNoNo
Set data retention policiesYesNoNoNo
Manage billing and planYesNoNoNo
Delete organizationYesNoNoNo
Transfer ownershipYesNoNoNo

Owner role is unique

Each organization has exactly one Owner. Ownership can be transferred to another user via Settings > Organization > Transfer Ownership, but only the current Owner can initiate this. This action requires email confirmation and cannot be undone without the new Owner's cooperation.

SSO Setup

Karnyx supports Single Sign-On via SAML 2.0 and OpenID Connect (OIDC), powered by WorkOS. SSO is available on the Pro and Enterprise plans.

SAML 2.0 Configuration

  1. Navigate to Settings > Security > Single Sign-On.
  2. Click "Configure SAML".
  3. Copy the ACS URL (Assertion Consumer Service) and Entity ID from the Karnyx setup screen. You will need these in your identity provider.
  4. In your IdP (Okta, Azure AD, OneLogin, etc.), create a new SAML application and paste the ACS URL and Entity ID.
  5. Download the IdP metadata XML or copy the SSO URL, Certificate, and Issuer values.
  6. Paste the IdP metadata into the Karnyx setup form and click "Save".
  7. Test the connection by clicking "Test SSO Login". This opens a new browser window and attempts to authenticate through your IdP.
// SAML configuration values provided by Karnyx
{
  "acs_url": "https://auth.karnyx.ai/saml/acs/org_k2l3m4n5",
  "entity_id": "https://auth.karnyx.ai/saml/org_k2l3m4n5",
  "name_id_format": "urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress",
  "attribute_mapping": {
    "email": "user.email",
    "first_name": "user.firstName",
    "last_name": "user.lastName",
    "department": "user.department"
  }
}

OIDC Configuration

For identity providers that support OpenID Connect (Google Workspace, Auth0, etc.):

  1. Navigate to Settings > Security > Single Sign-On.
  2. Click "Configure OIDC".
  3. Enter your IdP's Discovery URL (/.well-known/openid-configuration endpoint).
  4. Provide the Client ID and Client Secret from your IdP.
  5. Click "Save" and test the connection.

Enforcing SSO

After verifying that SSO works, you can enforce it for all users by toggling "Require SSO" in the security settings. When enforced, email/password login is disabled and all users must authenticate through your identity provider. The Owner account always retains password access as a break-glass mechanism.

SCIM Directory Sync

SCIM (System for Cross-domain Identity Management) allows you to automatically provision and deprovision Karnyx users from your corporate directory. When an employee joins or leaves your company, their Karnyx access is updated automatically. SCIM is available on the Enterprise plan.

Setting Up SCIM

  1. Navigate to Settings > Security > Directory Sync.
  2. Click "Enable SCIM". Karnyx generates a SCIM endpoint URL and a Bearer token.
  3. Copy the endpoint URL and token into your directory provider (Okta, Azure AD, OneLogin, JumpCloud, etc.).
  4. In your directory provider, assign the Karnyx application to the groups that should have access.
  5. Trigger an initial sync. Karnyx will create accounts for all assigned users.
// SCIM endpoint configuration
{
  "scim_url": "https://api.karnyx.ai/scim/v2/org_k2l3m4n5",
  "bearer_token": "scim_••••••••••••••••••••••",
  "supported_resources": ["Users", "Groups"],
  "operations": [
    "CREATE user  → provisions Karnyx account with MEMBER role",
    "UPDATE user  → syncs name, email, department, and active status",
    "DELETE user  → deactivates Karnyx account (data retained per policy)",
    "CREATE group → maps to Karnyx team for meeting visibility",
    "UPDATE group → syncs group membership changes"
  ]
}

Deactivation vs. deletion

When a user is removed via SCIM, their Karnyx account is deactivated, not deleted. Meeting data, notes, and recordings they created are preserved according to your data retention policy. An Admin can permanently delete the account and its data if needed.

Data Retention Policies

Karnyx allows organization Owners to configure how long meeting data is retained. These policies help you comply with internal governance requirements and regulations like GDPR.

Configurable Retention Categories

Data TypeDefault RetentionConfigurable Range
Audio recordings90 days30 days – Unlimited
TranscriptsUnlimited90 days – Unlimited
AI summariesUnlimited90 days – Unlimited
Notes and highlightsUnlimited90 days – Unlimited
Action itemsUnlimited90 days – Unlimited
Voice fingerprintsUnlimited90 days – Unlimited
Audit logs1 year90 days – 7 years
Webhook delivery logs30 days7 days – 90 days

Configure retention policies in Settings > Organization > Data Retention. When data reaches the end of its retention period, it is permanently and irreversibly deleted from all Karnyx systems, including backups, within 30 days.

Retention changes apply retroactively

If you shorten a retention period, existing data that exceeds the new limit will be scheduled for deletion. Karnyx shows a confirmation dialog with the number of affected records before applying the change. This action cannot be undone.

Audit Logs

Karnyx maintains a comprehensive audit trail of all significant actions within your organization. Audit logs are immutable and cannot be modified or deleted by any user, including Owners.

Audited Events

  • User sign-in and sign-out (including SSO and failed attempts)
  • User invitation, role change, deactivation, and deletion
  • Meeting capture start and stop
  • Meeting data access (who viewed a transcript, summary, or recording)
  • Meeting data export and sharing
  • Integration connection and disconnection (calendar, Slack, webhooks)
  • Webhook creation, modification, and deletion
  • SSO and SCIM configuration changes
  • Data retention policy changes
  • Organization settings changes
  • API key creation and revocation

Log Entry Format

// Example audit log entry
{
  "id": "aud_r3s4t5u6v7",
  "timestamp": "2025-02-10T14:32:15Z",
  "actor": {
    "user_id": "usr_a1b2c3",
    "email": "admin@company.com",
    "role": "ADMIN",
    "ip_address": "203.0.113.42",
    "user_agent": "Karnyx Desktop/1.2.0 (macOS 14.3)"
  },
  "action": "user.role_changed",
  "resource": {
    "type": "user",
    "id": "usr_d4e5f6",
    "email": "alice@company.com"
  },
  "details": {
    "previous_role": "MEMBER",
    "new_role": "ADMIN",
    "reason": "Promoted to team lead"
  }
}

Exporting Audit Logs

Audit logs can be exported as CSV or JSON from Settings > Security > Audit Logs > Export. You can filter by date range, actor, action type, and resource type before exporting. On the Enterprise plan, you can also stream audit logs to an external SIEM via a webhook.

SIEM integration

Enterprise organizations can configure a dedicated webhook endpoint to receive audit log events in real time. This integrates with Splunk, Datadog, Sumo Logic, and other SIEM platforms. Configure this in Settings > Security > Audit Logs > SIEM Export.

Usage Limits by Plan

Each Karnyx plan includes different limits for meetings, storage, and features. The table below shows the limits for each plan tier.

FeatureFREEPERSONALPROENTERPRISE
Monthly meeting captures550UnlimitedUnlimited
Max meeting duration30 min2 hours4 hours8 hours
Recording storage1 GB25 GB100 GBUnlimited
Users per organization1150Unlimited
AI summary templates3 built-inAll 7 built-in7 + 10 customUnlimited
Voice fingerprint profiles525200Unlimited
Webhook endpoints21025
API accessRead-onlyFullFull
SSO (SAML / OIDC)YesYes
SCIM directory syncYes
Audit log retention7 days30 days1 year7 years
Data retention customizationYesYes
Priority supportEmailEmail + ChatDedicated CSM
Price per user/month$0$19$39Custom

Usage dashboard

Monitor your organization's usage against plan limits in real time at Settings > Organization > Usage. Karnyx sends email alerts when you reach 80% and 95% of any limit. Owners can upgrade the plan directly from the usage page.