How to edit a client’s details

This article explains how to edit a client’s details, including their business name, subdomain, permission level and account manager, on your Practice Dashboard.

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.

Begin by logging in to your Practice Dashboard and selecting ‘Edit’ to the right-hand side of the relevant client.

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Alternatively, select the client’s name from the list to view their client profile, then select ‘Edit client details’ in the top-right.

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This will let you update the client’s details. Please note that you can’t change the client’s account type. If the client has a FreeAgent account funded by NatWest, Royal Bank of Scotland, Ulster Bank or Mettle, you can’t change the account owner’s name or email address.

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Once you’ve made the relevant changes, select ‘Update client’ to complete the process.

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