Edit a client’s details
This article explains how to edit a client’s details, including their business name, subdomain and permission level, from your Practice Dashboard.
Please note that practice users with a Limited role are unable to edit a client’s details.
If you need to switch your client to a subsidised FreeAgent account, find out how to switch your clients to a NatWest, Royal Bank of Scotland, Ulster Bank or Mettle-funded FreeAgent account.
Log in to your Practice Dashboard and select the client’s name from the list to view their client profile.
To edit the client's business name, subdomain or registration number, select ‘Edit client details’ in the 'Client details' section.
Once you've made any relevant changes, select 'Save client details'. Please note that you can’t change the client’s account type.
To edit the client's name, email address or user permission level, select 'Edit details' in the 'Account owner details' section.
Once you've made the relevant changes, select 'Update account owner'.
To edit the client’s account owner or group details, select ‘Edit practice access’ in the ‘Practice access’ section.
Once you've made the relevant changes, select ‘Update client’.