Hide a user in your FreeAgent account

This article explains how to hide a user in your FreeAgent account.

Please note that:

  • You'll need level 7 access or above to your FreeAgent account to hide a user
  • a user can't be hidden if they're the account owner 
  • hidden users can still log into the FreeAgent account unless their access level is reduced to zero

You can't delete a user if you've ever recorded transactions against that user, for example an expense. This is because we need to keep your historical accounting figures intact.

However, if a user is no longer part of your company, you can hide them to stop them appearing as an option in your account every time you allocate a payment. You can restore a hidden user at any time.

How to hide a user

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

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Select the name of the user that you wish to hide.

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Change the 'Status' option from 'Active' to 'Hidden' and make sure the user's permission level is set to zero.

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You can view all hidden users by selecting the 'Hidden' filter on the 'Users' page. Selecting the user's name will allow you to toggle their status at any time. 

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