Manage your practice’s connections
This article explains how to enable or manage your practice’s add-ons and approved applications in FreeAgent.
There are a variety of connections available to you and your clients, both built by FreeAgent and by third parties. These integrations allow information to be pulled into your clients’ account, improving the day-to-day management of their business. Some common examples are challenger bank feed integrations, online payments services and connections with HMRC.
Please note that senior account managers can revoke access to all third-party applications authorised by the practice. Non-senior account managers can only revoke access to third-party applications that they have authorised.
Add-ons
Select ‘Connections & Add-ons’ from the drop-down menu below your practice name.
This will show you an overview of your practice’s add-ons.
To view or enable a specific feature, select the 'Manage' button and you’ll be redirected to the specific pages for that connection.
Read more about managing your practice’s default add-on subscription settings and activating Amazon and Smart Capture for a client.
Third party applications
If you've enabled an integration built by a challenger bank or another third party, you can manage this by selecting 'Manage' in the 'Approved applications' section.
This will show you an overview of your practice’s authorised third-party connections.
Please note that if multiple account managers have authorised a third-party application, the application will appear multiple times, as the authorisations are recorded on a per user basis.
To remove access to a third-party application, select ‘Revoke access’ to the right of the application.
Select ‘Yes, revoke approval’ in the pop-up window to complete the process.