This article shows you how to remove or deactivate colleagues in your practice account, and how to manage colleagues who have already been deactivated.
Before you start
You must be an Admin in your practice account to remove or deactivate colleagues.
Account owners (usually, the first user added to the practice) cannot be removed, deactivated, or have their role or permissions changed by another user, unless ownership is transferred to another user.
Tip: To remove or change the account owner in your practice, contact our support team.
You can identify the account owner on the Team > Colleagues page. The account owner has Owner shown in the Role column, and the options to deactivate or remove them are not available.
Understanding your options
You can manage colleagues in two ways:
Deactivate a colleague: The colleague can no longer log into Dext or submit items. All previously submitted paperwork remains in the account. You keep the option to reactivate them at a later time.
Remove a colleague: The colleague is fully removed from the practice account. Their submitted paperwork remains, but you’ll need to add them again as a new user if they return.
Deactivate a colleague
Go to Team > Colleagues in the sidebar.
Select Manage next to the colleague.
Choose Deactivate colleague.
4. Review the summary, then select Deactivate to confirm.
Remove a colleague
Go to Team > Colleagues in the sidebar.
Select Manage next to the colleague.
Choose Remove colleague.
4. Review the summary, then select Remove to confirm.
Re-enable or remove a deactivated colleague
Go to Team > Colleagues.
Switch to the Deactivated tab.
Select Manage next to the colleague.
Choose Enable to restore access, or Remove colleague to permanently remove them.
Frequently asked questions
Why can’t I see the option to remove a colleague?
Why can’t I see the option to remove a colleague?
There are two common reasons:
The colleague is the account owner.
Account owners cannot be removed, deactivated, or have their permissions changed by another user. You can identify the account owner on Team > Colleagues by the Owner label in the Role column. To remove or change the account owner, contact our support team.Your role doesn’t allow it.
If you’re a Client Admin, you can only remove other Client Admins or Standard Users from the practice account. Client Admins cannot remove Practice Admins.
Why can’t I see the Team menu?
Why can’t I see the Team menu?
If you can’t see the Team menu, you’re a Standard User in the practice account.
Standard Users don’t have permission to manage colleagues. You’ll need to contact an Admin to upgrade your role or complete the action for you.
Where can I learn more about role limitations?
Where can I learn more about role limitations?
For a full breakdown of what each role can and can’t do, see the Roles and permissions article. It explains the differences between Practice Admins, Client Admins, and Standard Users in a practice account.