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Support access on a client's account

We take the security and back-up of our customers' data very seriously. Therefore, Freeagent staff don’t have routine access to your account data or numbers.

You can enable support access to a client’s data if you think you’ve found a bug or we need you to check something in their account data to help resolve a support issue.

Switch to your client’s dashboard

Navigate to the ‘My Clients tab and select the ‘Switch’ button to view that client’s dashboard.

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Enabling support access

The easiest way to enable support access is by scrolling to the bottom of any FreeAgent page while you're accessing your client’s account, and then selecting ‘Support Access’.

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Alternatively, you can access the settings area by navigating to the drop-down menu that displays the client’s company name and selecting 'Settings'.

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Near the top of the page, you'll see the option 'Support Access'.

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Select the checkbox to enable support access.

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Then a support code will be displayed directly below. A new code will randomly generate every time you log in. You can also remove this access at any time.

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Our support team won’t receive a notification when you enable or disable access, so if you've spotted a problem you need us to check out, please email practicesupport@freeagent.com with your code to let us know.

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