FYI users are maintained via your practice management software.
For practices integrated with Xero Practice Manager, to change the email associated with an FYI user, this needs to be done in Xero Practice Manager.
The change then needs to be synced to FYI. The sync can be run manually by an FYI Admin to update the email address straight away or it will sync automatically overnight.
- Update users' email addresses in your practice management software.
For Xero Practice Manager, refer to the Xero help article https://central.xero.com/s/article/Change-or-reset-your-login-password#Changeyourloginemail
Note: Using this Xero article, ensure you update the login email and WorkFlowMax email.
- The sync is not automatically updated to FYI immediately.
An FYI Admin needs to manually synchronise Users to update the change in FYI straight away.
Refer to Running a Manual Sync with Xero Practice Manager and Additional Notes on Syncing
If this is not synchronised straight away, the synchronisation from Xero Practice Manager or Xero Tax happens automatically overnight.
Important Note: This will only update the email address where it has been updated in Xero Practice Manager. If a new user has been created and the old user deleted in Xero Practice Manager, this will not update the user record in FYI.
Refer also to New and Changed Users from your Practice Management Software in Managing Users.