New users can be invited to start using FYI by initiating a system email from within FYI, or by sending your own custom email with instructions adapted to suit your practice.
Before inviting a new user, please ensure that:
The user is set up in Xero Practice Manager with a practice email address.
The user knows their Microsoft Office 365 password. This will be used to authenticate with FYI.
The FYI Apps have been added to your Practice Office 365 Account.
Alternatively, you can instruct new users to add the FYI Apps to their individual user accounts from within Office or Outlook. Refer to Adding FYI Apps as a User from within Office and Outlook
It is also recommended that you complete the configurations outlined in the Practice Set Up Checklist before inviting a large number of users to FYI.
Creating a Custom Email to Invite New Users
A custom email inviting new users to log in to FYI, should cover the following:
- How to access the app login page
- How to authenticate using your Microsoft Office 365 email and password
- How to check that the FYI Apps for Office and Outlook have been installed
These steps are outlined in detail in How to Login to FYI.
Simply copy and paste into an email, adapting as required to suit the needs of your practice.
Inviting New Users from within FYI
Alternatively, an administrator can send an invitation email to new users at any time via Practice Settings > Admin > Users.
The Send Invitation button displays for any users who are marked as "Active".
Clicking Send Invitation sends an email to the user with links to the FYI Login page and to the Microsoft AppSource pages so they can add the FYI Apps individually to their Microsoft Office and Outlook accounts.
If you prefer, you can add the FYI Apps to your Practice Office 365 Account so that individual users do not need to complete this extra step.
The Getting Started User Guides are a great resource for new users.
- Welcome to FYI is a handy introduction to the platform, how to get help when you need it and where to begin
- Key Concepts for New Users explains how to login and how to navigate FYI for the first time
- Mastering the Essentials is an introduction to five cool features to explore.
Refer to Getting Started Guides for the full list of PDFs that you can download and share with your team.