Dext

An overview of Business settings in Dext - what each section covers and where to go to manage connections, automation, exports, and more.

What is Business settings in Dext?

Invite your accountant or bookkeeper to access your Dext business account. Learn how Business Admins and User Admins can grant, manage, or switch accountant access.

How to invite your accountant to access your Dext account

Remove or change the accountant or bookkeeper who has access to your Dext account, or reactivate your account if it's been deactivated.

How to remove or change your accountant's access to your Dext account

Manage multiple Dext businesses (entities) with a single login. Add a new business, merge existing logins, and switch between accounts.

Multi-account management for businesses

Learn how to add users to your Dext business account, assign roles, manage login access, send invitations, edit privileges, and troubleshoot common user access issues.

How to add users to your business account

Learn how to deactivate or remove users from your business account, including account owner restrictions, login access limits, and what happens to submitted documents.

How to remove a user from your business account

See how much of your monthly document extraction allowance you've used and what to do if you reach the limit.

How to check your document extraction usage in Dext

Answers to common questions about Dext business accounts, including billing, login, team management, and publishing.

Common questions about your Dext business account

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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