Checking your Practice Admin Settings

There are platform-wide settings that need to be configured for all users, to ensure they suit the requirements of your practice.

Practice-wide Settings

We recommend reviewing and configuring these settings in Settings > Practice Settings. You will be able to configure the settings based on your practice requirements, including:

• Setting practice defaults for the way users open Outlook and Office – using either the Online or Desktop version of OneDrive
• Reviewing and updating the Task Due Days - to set the default for the due date when tasks are created.

To begin managing your settings, refer to the following sections:

• Practice Settings Admin
• Practice Settings Documents
• Practice Settings Jobs

Individual Settings

Every new FYI user can set up personal defaults to reflect their preferences. 

Users can access and review their login settings from Settings > My Settings. Refer to Individual Settings and Status.