Plan: Available: All plans
Users: Not Available: All users, User Group Permissions Available: FYI Admins
Practice Management Source: Available: All sources
Managing users in FYI allows FYI Admins to control user access, maintain user settings, and ensure each user has the correct permissions, filing defaults, and profile details for their role in the practice.
Users can be created directly in FYI or added to your integrated practice management system and synchronised to FYI, depending on how your practice manages user records. Once created, users can be viewed and managed from the Users List in Practice Settings.
There is no limit to the number of users you can add to your FYI platform.
Accessing the Users List
- Log in to FYI as an FYI Admin.
- From FYI, click Settings in the top right-hand corner.
- Select Practice settings from the drop-down, then select General.
- Go to the User tab. The Users List will be displayed.
Users List Layout
The Users List initially displays the Active view by default. User information is organised into columns and rows to facilitate easy viewing and management of user details.
Users List Functions
Toolbar
The toolbar contains a variety of functions to allow FYI Admins to easily view and manage users. Different options will be available depending on whether users have been selected in the list.
| Function | Details |
|
Select all button |
Click the square icon next to the 'View selector'. Once clicked, up to 50 users will be selected by default and will be highlighted with a green tick. |
|
View selector |
Displays the list of User Views available. Default views appear at the top of the View selector with a divider, followed by saved views. |
|
Search users |
Used to filter users. Type in the search terms and press Enter. The rows will be updated to display the matching results. |
|
Unhide inactive users |
By default, the Users list will hide any users that are inactive. Click Unhide inactive users to display inactive users in the list. |
|
Hide inactive users |
Click Hide inactive users to hide the inactive users, and display only active users. |
|
Add |
Used to create a new user in FYI. This button is not displayed when one or more users have been selected in the list. Refer to Creating Users. |
|
Refresh |
Refreshes the Users List to show updated information. This button is not displayed when one or more users have been selected in the list. |
|
View tools |
Allows FYI Admins to save a view, reset the view to the default settings, or export the list to a CSV file. |
|
Bulk Edit |
Allows FYI Admins to apply updates to multiple users at a time, for example, to change the AutoFile mode. Refer to Bulk Update Users. |
|
Send Invite |
Used to send a system-generated email to the user, containing links to log in and instructions for optimising their computer for use with FYI, for example, installing the FYI Add-ins. Refer to Inviting New Users to Start Using FYI. |
|
Cancel |
Deselects users selected in the list. |
Columns
Columns can be added to the Users list to display additional information, or filtered to specific information only.
| Function | Details |
| Adding Columns |
Click the Columns tab on the left-hand side. Columns that are saved in the current view are displayed in alphabetical order. Tick the additional columns to add the Column to the view. |
| List icon |
Hover over the column heading and click the List icon, displayed as an ellipsis. The following options will become available:
Note: Autosizing and pinned columns will reset to default settings upon leaving the list or changing views, unless the view is saved with the changes made. |
| Filter icon |
The Filter icon is displayed as a funnel with three horizontal lines. Click the icon to filter the options as required, or click Reset to return to the default settings. When a column has been filtered, the Filter icon will be displayed in green. Note: If the icon is not displayed, that column cannot be filtered. |
Users List
The Users list displays useful information in columns to allow FYI Admins to easily display and manage users.
| Function | Details |
| Cabinet | Add the Cabinet column to display the Cabinet that has been set as the default for users. This will also display the default Cabinet, which users have set themselves from their individual settings. |
| Displaying Permissions |
The following columns can be added to the view:
|
| AutoFile Mode |
By default, when a user is created, the Autofile Mode is set to Disabled. An FYI Admin can also set this for multiple users via the Users Bulk Update function. Users can also set the AutoFile Mode in their My Settings. |
|
Displays the user's email address. Elite Plan Note: FYI Support users (displayed with the label "Free Account") are temporarily created to investigate support requests and are removed automatically each day. You will not be charged for these accounts. Ensure you leave any FYI Support users active. |
Working with the Users List
Creating New Users
New users can be added to FYI at any time. Depending on your integrated practice management system, new users are either added directly in FYI or synchronised from your practice management source.
There is no limit to the number of users that can be added to FYI.
Refer to Creating Users.
Editing Users
From the Users list, click on a user to open the User Profile drawer. FYI Admin users can manage the following user profile information:
- Making a user active or inactive, controlling whether the user can log in to FYI.
- Assigning the user's Cabinet and Permission User Groups to manage what features they can access in FYI.
- Assigning the Workflow Approval Level, available to practices on the Pro and Elite plans.
- Assigning user settings, including the Role, Qualifications, Signature, Phone and Mobile, Partner, Cabinets and Categories.
Refer to Editing Users.
Important Note: For practices on the Elite plan, if a WIP Imported Inactive User has been created, all user profile fields are greyed out and cannot be edited.
The following is an example of a User Profile on the Pro plan.
Bulk Update Users
When one or more users are selected in the Users list, you can click the Bulk Edit button to change user settings. For example, the default cabinet and categories, the AutoFile mode, or their selected signature.
Refer to Bulk Update Users.
Send Invitation to FYI
The Send Invitation function can be used to send an email to the relevant user as an invitation to start using FYI. This system-generated email includes links to log in and instructions for optimising their computer for use with FYI, for example, installing the FYI Add-ins. Refer to Inviting New Users to Start Using FYI.
The Send Invitation button displays when one or more active users are selected in the list.
Learn Dashboard and Admin Learn Dashboard Views
From the View selector in the Users list, you can select the Learn Dashboard or the Admin Learn Dashboard view to display the columns that show the status of each user for each of the FYI Learn courses.
The Status for each user for each course displays as "Not Started", "In Progress", or "Completed".
The Learn Dashboard displays the columns for the courses for standard users.
The Admin Learn Dashboard view displays the columns for the courses for FYI Admin users.
This information is not currently displayed when opening the User Profile drawer.