How to 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 that a user with the role of 'Accountant' cannot edit a user.

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 you want 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. Please note that it’s not possible to reduce the access level of a user with the role of ‘Accountant’ to below level 7.