Add a new user to your FreeAgent account

This article explains how to add a new user to your FreeAgent account.

You'll need to add a new user to your account if you want to record payments to that person such as expense repayments.

Please note:

  • You'll need level 7 access or above to your FreeAgent account in order to add a new user.
  • It’s not possible to record payments to a user with the role of ‘Accountant’.
  • It’s not possible for a user with the role of ‘Accountant’ to add or edit a user.

How to add a new user

Select 'Settings' from the drop-down menu in the top-right corner and then select 'Users'.

'Users' highlighted within the My Company area of the Settings page.

Select 'New User' in the top-right corner.

‘New User’ button highlighted on Users page.

User details

Next, choose what kind of a user they should be from the ‘Role’ drop-down menu. 

If your bookkeeper is employed by your business and you need to record payments to them, select ‘Employee’ as their role, not ‘Accountant’.

Staff Roles and Advisor Roles listed in drop down menu.

Enter the email address that the individual will use to log into the FreeAgent account and their first and last name.

Fields to enter new user’s login or email, first and last name, date of birth and set their status to active or hidden.

User password

Tick the checkbox to send the user a customised email to invite them to create a password when they first sign into FreeAgent.

User Access area with checkbox to select to send user an invitation to set their password and enter a personalised message.

Setting access levels

If you have full (level 8) access to FreeAgent, you’ll see the option to set a permission level for the new user. The default level for a new user is level 7 'Tax, Accounting & Users'. To change this, slide the bar along to the appropriate level of access. For users who'll never need to use FreeAgent, drag the bar fully over to level 0 'No Access'.

User access level set to ‘0’ so user cannot log in.

For users who need full access to FreeAgent, including advanced features such as creating journals and editing Sales Tax settings, drag the bar fully over to the right to level 8 'Full Access'.

User access level set to ‘8’, full access.

Once you've entered the relevant information for the individual, select 'Create new user & Send Invitation' to complete the process.

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