How to assign clients to an account manager
This article explains how to change a client’s account manager on your Practice Dashboard.
If you need to move clients between different account managers at your practice, you can either assign an individual client, a selection of clients or all of a particular account manager’s clients to a different account manager.
Please note that senior account managers can view and access all of the practice's client accounts in FreeAgent. Non-senior account managers can only view and access the clients who are assigned to them or added to the same account manager and client group.
Switch an individual client or multiple clients to a different account manager
Navigate to the 'Clients' tab at the top of the screen and select 'All clients'.
The ‘Account Manager’ column identifies which clients are assigned to each account manager.
Tick the checkbox next to the client that you want to switch.
You can quickly tick all the clients' boxes by ticking the box next to the 'Name' heading.
Once you have chosen the relevant client(s), choose the account manager to switch them to from the drop-down menu and select 'Switch' to complete the process.
The client(s) will then be moved to the appropriate account manager's dashboard and they will be able to view and access their client accounts.
Bulk switch clients between account managers
To move all of a particular account manager’s clients to another account manager, you can use the bulk transfer option. To do this, navigate to the ‘Account Managers’ tab.
Select 'Move Clients' to the right of the account manager that you want to move the clients from.
Choose the account manager that you want to move all the clients to using the drop-down menu in the pop-up and select 'Move [X] clients' to complete the process.
The clients will be moved over to the new account manager’s dashboard and they will be able to access the clients' accounts.