Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
FYI Admins can configure Practice settings that apply across the practice, while each user can configure personal defaults in My Settings.
Practice-wide settings
Select Settings, then Practice settings to review and configure the settings based on your practice requirements, including:
- Setting practice defaults for how users open Outlook and Office using either the online or desktop version of OneDrive
- Reviewing and updating Task Due Days to set the default due date when tasks are created
Use the following Practice settings sections to manage your settings:
- Practice Settings General
- Practice Settings Documents
- Practice Settings Jobs
- Practice Settings Time & Invoices (FYI Elite plan only)
Individual settings
Each FYI user can set up personal defaults to reflect their preferences.
Select Settings, then My Settings to access and review your individual settings and status.