Plan: Available: All plans
Users: Available: All users
Practice Management Source: Not Available: MYOB AE & AO, FYI, APS, IRIS, CCH, MYOB Practice Management (formerly GreatSoft) Available: Xero Practice Manager
For practices integrated with Xero Practice Manager, an FYI user's email address is maintained in Xero and synchronised to FYI.
If the email address you use to sign in to Microsoft 365 is different from the email address used in Xero Practice Manager, you can add an Email Alias using the Magic Link instead of updating the user's current email address.
The email address must be changed by the individual user in Xero. An admin can't change the email address on the user's behalf.
Creating a new user and deleting the existing user in Xero Practice Manager won't update the existing FYI user record.
Updating an existing user's email address
Step 1 - Change the email address in Xero
The following steps must be completed by the user whose email address is being updated.
If the user is inactive in Xero Practice Manager and Currently Working is unticked, an admin must activate the user. After the changes have been made and synchronised, untick Currently Working again.
- Log in to Xero (not Xero Practice Manager).
- Click your initials in the top-right of the screen.
- Click Account.
- Next to Email address, select Change.
- Update the details.
- Click Save.
- An email will be sent to the new email address. Open the email and click the confirmation link. If Xero asks you to log in, use your old email address because the new address hasn't been confirmed yet.
- Click Confirm.
For more information about changing your Xero login email, refer to Xero's Change Xero login password or email article.
Step 2 - Synchronise the changes
To synchronise the change with FYI, an FYI Admin can run an immediate manual sync of the users. Otherwise, changes to Xero Practice Manager users synchronise to FYI overnight.