How to hide a user in your FreeAgent account

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

Why hide a user?

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

If a user is no longer part of your business, you might want to stop them appearing as an option in your account, for example, every time you allocate a payment. You can restore a hidden user at any time. Please note that hidden users can still log into the FreeAgent account unless their access level is reduced. 

You can only manage user visibility if you have access to the 'Users' area under 'Settings'. If you don't see this option and wish to hide a user, contact your FreeAgent account owner.

1. Navigate to 'Settings' and select 'Users'

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

Screenshot_2022-07-04_at_12.25.05_copy_8.png

2. Select the user you wish to hide

From the list of users, select the name of the user that you wish to hide to edit their profile.

Screenshot_2022-09-21_at_15.48.52.png

3. Change status to 'Hidden'

Change the 'Status' option from 'Active' to 'Hidden', make sure the user's permission level is set to 0 and save your changes.

Screenshot_2022-09-21_at_15.50.46.png

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. 

Screenshot_2020-09-24_at_10.09.57.png

Why can't I hide a user?

A user can't be hidden if they're the account owner.

Did you find this article useful?