User management happens from Xero Practice Manager. You can add, edit and remove users in Xero Practice Manager and this will synchronise through to FYI.
To add and edit users in Xero Practice Manager, go to the Business tab and select Settings, then click on Staff. Select Invite Staff, fill out the required details and click Save.
Any changes will synchronise through to FYI twice a day, but if you needed, an FYI administrator can manually synchronise. Refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager.
If you need to restrict the usage of FYI to a subset of your Xero Practice Manager users, this can be done by making them inactive in FYI. Refer to Managing Users.
Add a New User/Staff
To add a new user/staff, please do the following:
1. Login to your XPM account.
2. Go to Business > Settings > Staff > Invite Staff
3. On the Invite Staff screen, provide information under the following sections, as required. Refer to the Workflow Max article Add a Staff Member.
Users in Xero Practice Manager are synced automatically with FYI or an FYI administrator can run a manual sync. Refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager.
Adding a User in FYI
An FYI administrator can also add a user directly to FYI. This can be used if you have user such as financial planners that you do not want to add and pay for as users in Xero Practice Manager, but you want them to have access to information in FYI. Refer to Managing Users.
Changing the Name of a User in FYI
Changing the name of a user FYI can only be done by the admin/management in Xero Practice Manager.
- Login to your XPM account.
- Click Business and go to Settings.
- Select Staff.
- Look for the email address of the user that needs to be changed.
- Change the name of the user.
- Click Save.
Once the above steps are done, this will automatically synchronise. If you need to see the change straight away an FYI administrator can do a manual sync. Refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager.