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New account manager

How to set up one of your practice's team to have their own FreeAgent / IRIS OpenBooks clients.

That means they can have their own clients on the system.

To start, log in to your dashboard and select the 'Account managers' tab.

Account managers tab

You'll see there any of your practice's team who are already set up as account managers. Select the 'New account manager' button.

new_button

Put in your colleague's contact details.

initial_info

Senior or not?

Senior account managers can see all the practice's clients who are using the system, and also set up new account managers and assign clients to different account managers.

If you want this person to be a senior, tick the 'Senior account manager' box, otherwise leave it unticked.

senior

The new account manager will then be sent an email to notify them that they've been added to the system. The email will include instructions for setting up their login details to FreeAgent.

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