View or edit user

Here's how to look at and edit an existing user you’ve already set up in FreeAgent.

Why would I want to edit an existing account user?

You might want to edit an existing user for several reasons. Perhaps you want to allow your bookkeeper to post journals, and to do that, he or she would need full user permission. Or maybe, an employee has been appointed as a director of the company and you need to change that setting.

OK, please show me how to edit a user.

To view or edit a user, click the Settings link at the top of the screen, then click Users.

Find the user you wish to edit and click on their name.

This loads the User screen for that person, so that you can make any changes you need to.  This includes re-sending the e-mail to allow the user to set their password.

You can't delete users if you've already recorded any transactions against that user, such as expenses or salaries. If you need to stop a user accessing your account, for example an employee who has left, then drag the User Permission bar right over to the left. You'll see that the user's access is then suspended.

Once you've finished making changes, click Save Changes to keep them, or Cancel to abandon them.