Link your OneDrive Admin Account for New Collaborate

FYI uses the OneDrive Admin account to utilise the New Collaborate functionality with SharePoint. It's strongly recommended to create a separate Microsoft 365 account, specifically designated as the OneDrive Admin account.

The OneDrive Admin account will be used to:

• Create and manage Collaborate sites.
• Share the client folder and documents with clients and other contacts.
• Determine which users are considered internal users for staff access to the default Client Collaborate site.
• Import documents into FYI from the client upload folder on the New Collaborate site. The OneDrive Admin will be displayed in the Created By column of the Documents Lists.

Connect the OneDrive Admin Account

Step 1 - Create a dedicated User Account

We recommend that you set up a separate Microsoft 365 account specifically for this role, with an easily identifiable name to represent your practice, rather than a specific person.

While you can select the OneDrive Admin Account as one of your team members (for example, a specific practice manager or an administrator), this is not recommended as it can cause complications if that team member leaves your practice. In addition, all documents open in Co-Edit for all users will be displayed in the Home - My Edits tab for the OneDrive Admin User. Refer to OneDrive Admin Account.

You should also ensure:

1. The account is licensed for Microsoft 365 with OneDrive with at least a Microsoft Business Basics plan.
2. Has OneDrive enabled.
3. The user has an account in FYI and must be created as an FYI Admin user.  Refer to Adding New Users Directly to FYI in Managing Users.
4. The user has logged into the FYI platform to activate the account. It's recommended to log in regularly using the OneDrive Admin account.

Step 2 - Select the OneDrive Admin

1. In FYI, click the Automation menu.
    
2. Click the Apps tab.
    
3. Locate the OneDrive tile and click the cog icon to edit it.
   
4. In the Settings tab on the right-hand side click Change.
   
5. Select the OneDrive Admin User from the drop-down list.
   Reminder: This will also affect the Admin User for the OneDrive Co-Edit feature.
    
6. Click the Validate button.
   
7. A pop-up will be displayed in the bottom right-hand corner while the user account is validated.
    
8. Once the validation is complete, click Save and Update OneDrive Access to apply the changes.
   Note: Changes will not be applied until they have been saved.
   

Related:

For information on how to manage OneDrive for using Co-Edit with Team, refer to Link your Practice's OneDrive Admin Account.

To receive notifications when clients add files to their Upload Folder, you can share the OneDrive Admin's In Tray. Refer to Sharing your In Tray.