Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
There is not a way to provide guest access to a client in FYI, but you can do the following:
- Share documents or folders with the person by inviting them via their email address. This is in the same way as when sharing documents within the practice.
or - Add the person to your practice management software so they have access to your FYI, although we would not recommend this as they will then have full access.