Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users, User Group Permissions Available: FYI Admins
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: Xero Practice Manager
Question
Our practice has a Xero Practice Manager account and an FYI account, and is becoming a franchise.
As I am becoming a franchisee, I would like to set up my own FYI account. I currently log into Xero Practice Manager with the same email address to access both sets of clients (using the Xero Practice Manager option that allows a user to connect one Xero account to multiple Xero Practice Manager accounts).
I want to be able to do the following:
- Access both Xero Practice Manager accounts with the same email address (for example, myname@xyz.com).
- Access one FYI account with the email address I use for Xero Practice Manager (myname@xyz.com).
- Create another FYI account with a separate email address (NEWmyname@xyz.com).
- Access both FYI accounts using the FYI alias function.
Is this possible?
Answer
Email addresses in FYI need to be unique and cannot be used across multiple sites. Creating an Email Alias will not let you switch between accounts.
To easily access multiple FYI accounts, we recommend the following process:
-
Creating separate users in each Xero Practice Manager account
- Perform a manual staff sync with Xero Practice Manager (or wait for the automatic overnight synchronisation to be completed).
- Use Profiles in Chrome.
For more information, refer to How can I log in to multiple FYI accounts?