Plan: Available: All plans
Users: Not Available: All users, User Group Permissions Available: FYI Admins
Practice Management Source: Available: All sources
FYI Admins can efficiently update settings for multiple users at once from the Users List, for example, change the AutoFile mode, add signatures, or select a default Cabinet. Any field that is left blank will retain its original selection.
For more information about managing individual users, refer to Managing Users.
Using the Users Bulk Edit
- Log in to FYI as an FYI Admin.
- Click Settings in the top right-hand corner.
- Select Practice settings from the drop-down, select General, then go to the User tab.
- Tick to select one or more users in the Users List.
- Click Bulk Edit.
- The Bulk Update drawer displays.
- Update the relevant fields as required. Any fields left blank will not be updated when the Bulk Update is processed.
- Under Apply to, choose whether to update the selected users or the filtered users currently displayed in the Users List.
- Click Run.
Users Bulk Update Details
The fields available to be updated will vary depending on your FYI plan.
| Field | Details |
| Cabinet and Categories | Set the default Cabinet and Categories for the selected users. |
| Role |
The user's role within the practice, for example, Director, Partner, or Accountant. The value entered into this field will be applied to all users selected for the bulk update. Roles can be added to email signatures and document templates using a Merge Field. |
| Signature | Leave the field blank to use the practice default email signature, or a specific signature for the selected users. |
| Use FYI Desktop | Enable or disable Use FYI Desktop for the selected users by selecting Yes or No. For more information, refer to FYI Desktop App. |
| Partner |
Select the Partner associated with the user, if required. When a user has a Partner assigned in their User Profile, they can use the Show documents of Clients for My Partner function in Document Lists. This displays documents for any Clients assigned to the Partner selected in their User Profile. |
| Active |
Marks the user as active or inactive, and controls whether the user will be able to log in to FYI. Inactive users will not be able to log in to FYI and will see the message "No account associated with your email address". Before making a user Inactive, refer to the FAQ Steps to Complete before Offboarding a Team Member or Making a User Inactive. |
| AutoFile Mode |
Set the AutoFile Mode for the selected users, controlling whether emails from Outlook are added to your In Tray in FYI for review before they are shared with the entire practice, or auto-filed without appearing in your In Tray. FYI Admins can select from:
|
| Field | Details |
| Cabinet and Categories | Set the default Cabinet and Categories for the selected users. |
| Approval Level |
Used to select the Workflow Approval Level, to allow more senior members to sign off on documents. Note: Users assigned to a User Group with Create Automations permission can select any Workflow Status in Automation Steps, including Approval Statuses. Separate Approval Level user settings are still required to manually apply Approval Statuses outside of automation steps. |
| Role |
The user's role within the practice, for example, Director, Partner, or Accountant. The value entered into this field will be applied to all users selected for the bulk update. Roles can be added to email signatures and document templates using a Merge Field. |
| Signature | Leave the field blank to use the practice default email signature, or a specific signature for the selected users. |
| Use FYI Desktop | Enable or disable Use FYI Desktop for the selected users by selecting Yes or No. For more information, refer to FYI Desktop App. |
| Partner |
Select the Partner associated with the user, if required. When a user has a Partner assigned in their User Profile, they can use the Show documents of Clients for My Partner function in Document Lists. This displays documents for any Clients assigned to the Partner selected in their User Profile. |
| Active |
Marks the user as active or inactive, and controls whether the user will be able to log in to FYI. Inactive users will not be able to log in to FYI and will see the message "No account associated with your email address". Before making a user Inactive, refer to the FAQ Steps to Complete before Offboarding a Team Member or Making a User Inactive. |
| AutoFile Mode |
Set the AutoFile Mode for the selected users, controlling whether emails from Outlook are added to your In Tray in FYI for review before they are shared with the entire practice, or autofiled without appearing in your In Tray. FYI Admins can select from:
|
| Field | Details |
| Cabinet and Categories | Set the default Cabinet and Categories for the selected users. |
| Approval Level |
Used to select the Workflow Approval Level, to allow more senior members to sign off on documents. Note: Users assigned to a User Group with Create Automations permission can select any Workflow Status in Automation Steps, including Approval Statuses. Separate Approval Level user settings are still required to manually apply Approval Statuses outside of automation steps. |
| Role |
The user's role within the practice, for example, Director, Partner, or Accountant. The value entered into this field will be applied to all users selected for the bulk update. Roles can be added to email signatures and document templates using a Merge Field. |
| Signature | Leave the field blank to use the practice default email signature, or a specific signature for the selected users. |
| Use FYI Desktop | Enable or disable Use FYI Desktop for the selected users by selecting Yes or No. For more information, refer to FYI Desktop App. |
| Partner |
Select the Partner associated with the user, if required. When a user has a Partner assigned in their User Profile, they can use the Show documents of Clients for My Partner function in Document Lists. This displays documents for any Clients assigned to the Partner selected in their User Profile. |
| Active |
Marks the user as active or inactive, and controls whether the user will be able to log in to FYI. Inactive users will not be able to log in to FYI and will see the message "No account associated with your email address". Before making a user Inactive, refer to the FAQ Steps to Complete before Offboarding a Team Member or Making a User Inactive. |
| AutoFile Mode |
Set the AutoFile Mode for the selected users, controlling whether emails from Outlook are added to your In Tray in FYI for review before they are shared with the entire practice, or autofiled without appearing in your In Tray. FYI Admins can select from:
|