An introduction to Radar for accountants
This article provides an introduction to FreeAgent’s Radar feature and explains how to use the Radar area of your Practice Dashboard and within your clients’ accounts.
This article contains the following topics. Select a link to skip straight to that section:
- What is Radar?
- Radar notifications in your Practice Dashboard
- Radar notifications in your clients’ accounts
What is Radar?
Radar is the home of helpful notifications about your FreeAgent account. In your Radar, you'll currently get notified about all the latest product updates as they are released, which will help you to support your clients.
It will also provide your clients with tailored insights into their business’s performance and help them stay on top of their business admin.
Radar notifications in your Practice Dashboard
When there is a new product update, you’ll receive a new ping and the bell-shaped icon beside your practice name in the top-right of your Practice Dashboard will notify you.
You can select the bell icon to open up the Radar sidebar. This is where you’ll be able to see a history of some of the notifications you’ve received. These notifications will be tailored to you to help you support your clients.
Radar notifications in your clients’ accounts
When you switch to a client’s account and select the bell icon next to their business name, you’ll see different Radar notifications that are tailored for them.
As well as Radar notifications of new Insights and product updates, you’ll see alerts of new tasks needing to be completed in their Admin-To-Do list.
The Radar sidebar will show a history of some of the client’s notifications.
When you select a Radar notification on your client’s account, or select ‘View Radar page’, you’ll be taken to the Radar area and be able to see a history of all the notifications that client has received.
Find out more about Radar for your clients.