The following resources are useful for new FYI Admins and anyone you choose to appoint as an “FYI Champion” so that they can assist you with the implementation, onboarding and ongoing usage of FYI across your team.
Refer also to Appointing FYI Champions.
This article contains the following sections:
Getting Started as an FYI Admin
It is important that FYI Admins and Champions complete the Getting Started as an FYI Admin course in Learn. This will ensure your practice is configured correctly and you have ample time to consider how your team will use FYI before they get underway!
Refer to Learn to access the interactive online course.
You can also refer to our library of OnDemand videos when needing assistance in your initial setup of FYI.
Refer to Getting Started as an FYI Admin.
Managing Templates and Stationery
Your practice letterhead and default email signature will be set up in FYI by your Onboarding Team, ready for Day 1. The Managing Templates and Stationery course in Learn will assist you to maintain existing signatures and stationery and create new stationery and templates for your practice.
Refer to Learn to access the interactive online course.
You can also refer to our library of OnDemand videos designed for FYI admins and users in a User Group that have Permissions enabled to create and edit Templates and Stationery.
Refer to Managing Templates and Stationery
Masterclasses and Workshops
We also run regular masterclasses that are free to attend. They are a great way to keep FYI Admins and Champions up-to-date with new features and ensure your practice is getting optimal use from the FYI platform.
Masterclasses and workshops are recorded and shared in the resource library so that you can access them at any time.
For new admins, we recommend the following:
Refer to the articles in the section Masterclass Recordings
Refer to the articles in the section Automation Workshops