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.
Inviting New Users from within FYI
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.
Creating a Custom Email to Invite New Users
Alternatively, you may wish to create a custom email inviting new users to log in to FYI.
The Getting Started: How to Login User Guide outlines the steps new users need to follow when logging in to FYI for the first time.
- 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
Refer to How to Login to FYI to download the guide and share with your team.