This article explains how to remove or deactivate a user from your business account. It covers who can be removed, why some users can’t be removed, and what happens to documents after a user is deactivated or removed.
Before you start
You must be an Admin in your business account to remove or deactivate users. If you need access, contact an Admin in your account or your accountant/bookkeeper.
Account owners (usually, the first user added to the business) cannot be removed, deactivated, or have their role or permissions changed, unless ownership is transferred to another user.
Tip: To remove or change the account owner in your business, contact our support team.
You can identify the account owner on the Users page. The account owner is marked with (Owner) next to their name in the Name column, and the option to remove them is not available.
Understanding your options
When managing users in your business account, you can:
Deactivate a user: The user can no longer submit documents or log in (if they previously had login access). All documents they’ve already submitted remain in your account.
Remove a user: The user is permanently removed from your business account. This option is only available for users with login access. Their submitted documents remain, but you’ll need to add them again if they need access in the future.
Deactivate a user
Open your business account.
Go to Users in the sidebar.
Select Manage next to the user.
Choose Deactivate user.
5. Review the summary, then select Deactivate to confirm.
Remove a user
Open your business account.
Go to Users in the sidebar.
Select Manage next to the user.
Choose Remove user.
5. Review the summary, then select Continue to confirm.
Re-enable or remove a deactivated user
In your business account, go to Users.
Open the Deactivated tab.
Select Manage next to the user.
Choose Enable user to restore access, or Remove user to permanently remove them.
Frequently asked questions
Why can’t I see the option to remove a user?
Why can’t I see the option to remove a user?
There are three common reasons:
The user 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 User Admin, you can only remove other User Admins or Standard Users from the business account. User Admins cannot remove Business Admins.The user doesn’t have login access.
Some users are created as document owners and don’t have login access to Dext. You can check this on the Users page in the Login access column.
If Login access is set to No, the user cannot be removed and you’ll only see the option to deactivate them.
Why can’t I see the Users page?
Why can’t I see the Users page?
If you can’t see the Users page, you’re a Standard User in the business account.
Standard Users don’t have permission to manage other users. You’ll need to contact an Admin or your accountant/bookkeeper 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 Business Admins, User Admins, and Standard Users in a business account.