Getting started
Setting up your account and taking your first steps with FreeAgent
Account Setup
- Opening balances
- Charities: Choosing account type
- Reset password
- The FreeAgent start date - existing businesses (Universal only)
- The FreeAgent start date - new businesses
- Initial money owed
Essentials
My Company
- How to find your FreeAgent subdomain
- How to add or change your company logo
- Company Details
- User access levels
- Add a new user
- View or edit an existing user
