If you get an error "Error calling foundry: Request failed with status code 403", this could be because the sender of the email has an incorrect Email Alias set up in FYI.
The Email Alias is an optional setting in the User profile in FYI and is used to hold an alternate email so that if the user is unable to use the original email, they can login with the email alias. This can be used where the user has a different email address held in Microsoft 365 to that held in their user details in Xero Practice Manager.
- Check the user who is set as the sender of the email in the Automation Process. This is the user selected as Send From in the Create Email step of process.
- Check if the sender of the email has an email alias set up in FYI. Refer to Users. User profiles can only be accessed by an FYI administrator from Settings > Practice Settings > Admin > Users.
Select the relevant user profile.
If the Email Alias is not valid or is not the actual Microsoft 365 login, remove this from the user's profile.
If the user needs login to FYI with an Email Alias, this needs to be linked to the Xero Practice Manager login email address using the Magic Link. Refer to Logging into FYI with an Email Alias set up using Magic Link.