Delete a user
This article explains how to delete an existing user that you've added to FreeAgent.
Please note:
- You can't delete a user if you've recorded any transactions against that user, such as expenses or a salary payment. This is to keep your historical accounting figures intact in case they’re ever needed for a tax inspection.
- You also can’t delete a user if their email address is linked to an email template. You’ll need to remove their email address from any email templates before you can delete their user profile.
- It's not possible for a user with the role of 'Accountant' to delete a user.
However, you can edit their user profile and set their access level to zero to prevent them from accessing your FreeAgent account.
How to delete a user
Select 'Settings' from the drop-down menu in the top-right corner and then select 'Users'.
Select the name of the user you want to delete.
Select ‘Delete User’ in the top-right.
Select ‘Yes, delete the user’ in the pop-up window to complete the process.