Plan: Available: All plans
Users: Available: All users
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
For practices connected to Xero Practice Manager (XPM), use Magic Link to set up an Email Alias when your XPM login email address is different from your Microsoft 365 email address.
To link the two email addresses, FYI sends a Magic Link to your authorised Xero Practice Manager email address. You must be able to access that mailbox and use the link to verify your identity.
If you use more than one Microsoft 365 account in the same browser, use a separate browser profile to keep the accounts separate. Before using Magic Link, confirm you're signed in with the Microsoft 365 account you want to use as your Email Alias.
Before you set up an Email Alias, note that:
- FYI sends email notifications to the email address used for the Email Alias.
- The Email Alias is displayed as the Sender for emails sent from FYI.
- The Email Alias is used as the Author merge field in Signatures.
Link an Email Alias using Magic Link
- Navigate to go.fyi.app.
- Sign in using the Microsoft 365 account you want to link to FYI.
- If FYI displays the message "No active user", select Different Practice and Office Logins to display the Magic Link option.
If the Magic Link option isn't displayed, use the "No active user" login troubleshooting guide to check your Microsoft 365 account and identify the next step. - In the message, select link (the final word in the message) to continue with Magic Link verification.
- Enter the active email address that you use to log in to Xero Practice Manager.
- Select Get Magic Link to send an email to the entered email address.
- Open the Magic Link email sent to your Xero Practice Manager email address and follow the prompts to verify your identity.
Once you've verified the Magic Link, you can log in to FYI with your Microsoft 365 email address.
An FYI Admin can view the linked email address in the Email Alias field in your User Profile, or remove the Email Alias if it's no longer required.
To check which account you're logged in with, select Settings in the top-right corner. The name and email address will be displayed.