Dext

Find out which roles Dext has, how practice and business roles differ, and where to change a user's role or the account owner.

Roles and permissions in Dext

Add your Practice or Business logo in Dext to display it in the Dext mobile app and on Expense claims PDF exports.

How to add your company logo in Dext

Add multiple users or colleagues to Dext at once by entering details manually or uploading a CSV file from the Users page.

How to add multiple users to Dext

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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.

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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.

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

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

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

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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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