- Can I report on the date a user last logged in?
- How do I change the name of a user logged into FYI?
- Can Multi-factor Authentication be configured for FYI users?
- Steps to Complete before Offboarding a Team Member or Making a User Inactive
- How can we update a user that was manually added in FYI to the Xero Practice Manager User?
- When adding a user, they see a message "Approval required". How do I approve this?
- When signing into the FYI Add-in, a message displays "Need admin approval". How do I approve this?
Help Centre
/hc/en-us/categories/360001063892-Getting-Started
//theme.zdassets.com/theme_assets/2401539/a9234180aac601cf0b186fb039c5c05407f864fc.png
Getting Started
Start a free trial, navigate FYI, learn the essentials.
custom
/hc/en-us/categories/360002374291
//theme.zdassets.com/theme_assets/2401539/2aadf6455c3c2239e1b71c47532439f6aed423a8.png
Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
custom
/hc/en-us/categories/360003063191
//theme.zdassets.com/theme_assets/2401539/a71d7ea42632aa5a85a8b72b084dc8e71fb9dad4.png
Onboarding
Configure FYI, migrate your documents and onboard your team.
custom
/hc/en-us/categories/360000958432
//theme.zdassets.com/theme_assets/2401539/7b7e52db42e52c3f1b127ca72186b12304470f21.png
Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
//theme.zdassets.com/theme_assets/2401539/439b45fefbcce018396fd34cfd282b8b97529df0.png
Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, in tray, sync