Every Dext Prepare user is assigned a User Privilege level of access, and this determines the level of access they have to various features within their Dext Prepare account.
There are three levels of user privilege access in both Business and Accountant & Bookkeeper (partner) accounts.
A user's level of access is determined when they're added to a Dext Prepare account and can be edited at any time by the account administrator.
To become an account admin, to request a change in your user privilege level, or enable access to a specific feature, reach out to your account administrator, accountant or bookkeeper.
The Three User Privilege Levels
There are three different User Privilege levels:
Admin User
Expense Approver
Basic User
The user privilege level is assigned when a colleague or user is added to your team and can be changed at any time by editing the User Privileges. See the 'Editing User Privileges' section below.
User privilege levels are applicable in both Business and Accountant or Bookkeeper accounts, but grant access to different features. The different feature availability is outlined in the respective account sections below.
Business Account User Privileges
The three types of users in business accounts can access the following features:
Admin User
An Admin User can:
Submit, view, edit and publish other peoples’ items
Create and approve expense reports
Add and suspend users
Change account-wide settings
Set automation rules and other advanced features.
Expense Approver
An Expense Approver can:
Submit, view and edit other peoples' items
Approve expense reports
Change their personal settings
And optionally:
Create expense reports
Publish items to an accounting software
Basic User
A Basic User can:
Submit, view and edit their own items
Change their personal settings
And optionally:
Create expense reports
Publish items to an accounting software
A Basic user will not be able to review potential duplicates, even if the settings are set to "Review"
Accountant & Bookkeeper (Partner) Account User Privileges
The three types of users in accountant or bookkeeper (partner) accounts can access the following features:
Admin User
An Admin User can:
Submit, view, edit and publish other peoples’ items
Create and approve expense reports
Add and suspend clients & users
Change account-wide settings
Set automation rules and other advanced features.
Expense Approver
An Expense Approver can:
Submit, view and edit other peoples' items
Approve expense reports
Change their personal settings
And optionally:
Add client accounts
Create expense reports
Access Practice Insights
Publish items to an accounting software
Basic User
A Basic User can:
Submit, view and edit their own items
Change their personal settings
And optionally:
Add client accounts
Create expense reports
Access Practice Insights
Publish items to an accounting software
A Basic user will not be able to review potential duplicates, even if the settings are set to "Review"
Editing User Privileges
Important: To be able to edit user privilege access you must have Administrator level User Privilege access. To gain this access contact your account administrator or accountant/bookkeeper.
After a user or colleague has been added, you can edit their user privilege at any time:
Go to My Team in the sidebar.
Clicking Manage next to the user or colleague, then Edit User Privileges from the drop down list.
