- Can FYI restrict access to specific IP addresses only?
- How do I change the password used to login to FYI?
- When I login to FYI, why am I asked to login a second time?
- Why do I keep being asked to login with Multi-Factor Authentication when logging into FYI?
- How can I login to multiple FYI accounts?
- If we have two practices running independently, can some users work across both?
- Why does my login to Microsoft 365 expire and I have to sign in again?
- Why I am being logged in as a different user?
- When accessed via FYI "Sorry, another account from your organization is already signed in on this computer" when signing into Microsoft 365
- "Sign-in is blocked" displays when signing into your Microsoft 365 to access FYI
- Can FYI be used on a mobile device, tablet or iPad?
- If I leave FYI inactive, am I automatically logged out?
- Can I use a single login to access two separate accounts in FYI?
- How can I provide guest access to a client in FYI?
Help Centre
/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, automation, merge fields, primary client, in tray