You can control which client accounts your team members can view, edit, and manage. Use this guide to adjust access for existing colleagues or set permissions when adding a new team member.
Important: Practice and Client Admins have access to all client accounts by default.
Edit client access for an existing colleague
You can update who has access to a specific client account at any time.
1. Open the client’s access settings
Go to your Clients list.
Select Manage beside the client you want to update.
Choose Practice access. You’ll see all colleagues who currently have access to this client.
2. Update access and permissions
Select Assign colleagues or teams to add more users.
After selecting Assign colleagues or teams, switch between the Colleagues and Teams tabs to choose whether to grant access to individual colleagues or an entire team. Teams are created and managed in Team > Teams.
Turn Bookkeeping access on to allow a colleague to work on this client.
Turn Approval permissions on if they should approve items in Client Workflows.
Turn Data Health & Insights access on if they need visibility into these insights.
Turn Account manager on to assign this colleague as the account manager.
This also adds the client to their My Clients list.
Note: The Account Manager toggle will be available only to Partners on the Practice Advanced plan.
Give an existing colleague access to additional clients
You can also manage access directly from the colleague’s profile. This allows you to quickly expand or adjust their access across multiple clients at once.
Go to Team in the main menu.
Click Manage next to the colleague.
Select Client access to view all client accounts.
Switch any of the access toggles to Yes for the clients they should be able to work on:
Bookkeeping access
Approval permissions
Data Health & Insights access
Grant access when adding a new colleague
When you add a new team member, you can assign their client access during setup.
1. Start adding the colleague
Navigate to Team in the main menu.
Select Add new colleague.
Enter their details and click Next.
2. Choose their user privilege level
Assign a privilege level and click Next.
Practice admins and Client admins automatically receive Bookkeeping access to all clients.For standard users, you’ll need to set access manually:
Turn Bookkeeping access on next to each client they should access.
Or toggle Give this colleague access to all clients if they need full access.
3. Send the invite
Complete setup by sending the colleague an email or text invitation to join Dext.