To add a large number of new users or colleagues to your Dext Prepare account this can be done manually or via upload of a CSV file.
For instructions on how to add new colleagues to your partner account Click here. To add new users complete the following steps:
- Navigate to the Users section of the Dext web application and click on the Add Multiple Users button
- You can then manually add new users to your account and specify their account user role
- Or download the CSV file template, populate it with your user information and then upload to Dext Prepare.
- It is important that the phone number includes the Country Code, Area Code/Network Code and then the rest of the digits in the format seen below (for example, if you are based in the UK add 44, for the US and Canada add 1)
- Specify their user role and and click next, then invite your users via email or text message and the process is complete.
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To add new colleagues to your partner account complete the following steps:
- Navigate to the My Team section of the Dext web application and click on the Add Colleagues button
- You can then manually add new colleagues to your account and specify their account user role
- Or download the CSV file template, populate it with your user information and then upload to Dext Prepare.
- It is important that the phone number includes the Country Code, Area Code/Network Code and then the rest of the digits in the format seen below.
- Specify the user role for each colleague and then choose which clients these colleagues can access
- Finally decide whether to invite your users via email or text message and the process is complete
- To edit any client access after your new colleagues have been added, click on Manage and then the Client Access button
- Then chose which client(s) this particular colleague should have access to
