Edit a user
This article explains how to edit an existing user you've added to FreeAgent.
There are a few scenarios when you might want to edit an existing user. For example, you may need to change a user’s access level or record the fact that an employee has been appointed as a director of the company.
Please note:
- A user with the role of 'Accountant' cannot edit a user.
- It’s not possible to reduce the access level of a user with the role of ‘Accountant’ to below level 7.
If you want to remove a user from your FreeAgent account, find out how to delete a user.
How to edit a user
Select 'Settings' from the drop-down menu in the top-right corner and then select 'Users'.
Select the name of the user that you wish to edit.
Make the relevant changes and select ‘Save Changes’ to complete the process.
Editing a user’s access level
If you need to stop a user accessing your account, for example an employee who has left, drag the user permissions bar to ‘No Access’ on the far left and ‘Save Changes’ to complete the process.