How do I change the password used to login to FYI?
Your FYI login is via your Microsoft 365 account.
If you want to change your password, follow the same steps as if you were changing the password for your Microsoft account.
This procedure can vary across practices but for most, follow the instructions in this Microsoft help article Change your Microsoft account password.
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, merge fields, automation, primary contact, sync