You can add users to your Dext account with or without login access, assign specific roles, and even bulk upload multiple teammates. This guide walks you through every option, including editing user privileges and troubleshooting common issues.
User Access Levels
When adding a user, you’ll choose whether they get login access or not:
With login access: The user can log in to Dext and, based on their role, submit, view, or manage paperwork.
Without login access: They can't log in, but:
You can still assign them as a Document Owner
They can submit items via their unique submission email address
They won't be able to view or manage anything in Dext directly
You can change a user’s access or role at any time after they've been added.
Plan Limits and User Bundles
Depending on your Dext plan, there may be a limit to the number of users you can add.
If you’re a Business Admin, you can:
Purchase additional users or
Upgrade your user bundle directly in the Dext web app
Just go to Business settings > Subscription to manage your plan.
How to Add a User
To add a new user manually:
Go to the Users section of the Dext web app.
Click Add a user.
Fill in their details and choose whether to give them login access.
Click Next, then assign their user role:
Business Admin
User Admin
Standard User
Customize their additional access options, if needed:
Choose how to send their invite:
Email
Text message (must include a valid mobile number)
Click Add to send the invitation.
The users will then receive an invitation by email or text to join the account.
What Happens If You Invite an Existing Dext User?
The invitation process depends on whether the user already has a Dext account and if their email is verified.
If the user already has a Dext account and a verified email:
They’ll be automatically added to your account.
The next time they log in, they’ll see your business listed in their account switcher.
If the user hasn’t verified their email yet:
Their status will show as ‘Pending invitation’ in the Users section.
The invitation is valid for 1 week.
Until they accept:
They’ll only be added as a Document Owner
You can assign items and submit documents on their behalf
They won’t be able to log in, submit documents themselves, or use the account switcher
When they accept the invite, their email is verified, and they’ll get full access based on their role.
How to Edit a User’s Privileges
You can update any user’s role or access level at any time:
Go to Users (or Team for accountants).
Click Manage next to the user’s name.
Select Edit privileges from the dropdown.
Troubleshooting & FAQs
The user didn’t receive their invitation email. What should I do?
If the invite isn’t showing up:
Ask the user to check their Spam or Junk folder.
Make sure no-reply@notifications.app.dext.com is whitelisted in their email settings.
You can resend the invitation from the Users section.
If the issue continues, reach out to Dext Support for help.