- Can FYI restrict access to specific locations or IP addresses only?
- How do I change the password used to login to FYI?
- When I login to FYI, why am I asked to login a second time?
- Why do I keep being asked to login with Multifactor Authentication when logging into FYI?
- How can I log in to multiple FYI accounts?
- If we have two practices running independently, can some users work across both?
- Why does my login to Microsoft 365 expire and I have to sign in again?
- Why am I being logged in as a different user?
- When accessed via FYI "Sorry, another account from your organization is already signed in on this computer" when signing into Microsoft 365
- "Sign-in is blocked" displays when signing into your Microsoft 365 to access FYI
- Can FYI be used on a mobile device, tablet or iPad?
- If I leave FYI inactive, am I automatically logged out?
- Can I use a single login to access two separate accounts in FYI?
- How can I provide guest access to a client in FYI?
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, guides and learning paths.
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/hc/en-us/categories/360003063191
/hc/theming_assets/01JDG817Z1T9ZAH54VBQ0YFQ1P
Onboarding
Configure FYI, migrate documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, New Collaborate, Automation, CSV Import, FYI as Primary