Every Dext Prepare user is assigned a User Privilege level of access, and this determines the level of access they have to various features within their Dext Prepare account.
There are three levels of user privilege access in both Business and Accountant & Bookkeeper (partner) accounts.
A user’s level of access is determined when they’re added to a Dext Prepare account and can be edited at any time by the account administrator.
To become an account admin, to request a change in your user privilege level, or enable access to a specific feature, reach out to your account administrator, accountant or bookkeeper.
- The Three User Privilege Levels
- Business Account User Privileges
- Accountants & Bookkeepers (Partner) Account User Privileges
- Editing User Privileges
The Three User Privilege Levels
There are three different User Privilege levels:
- Admin User
- Expense Approver
- Basic User
The user privilege level is assigned when a colleague or user is added to your team and can be changed at any time by editing the User Privileges. See the ‘Editing User Privileges’ section below.
User privilege levels are applicable in both Business and Accountant or Bookkeeper accounts, but grant access to different features. The different feature availability is outlined in the respective account sections below.
Business Account User Privileges
The three types of users in business accounts can access the following features:
- Admin User
An Admin User can:
- Submit, view, edit and publish other peoples’ items
- Create and approve expense reports
- Add and suspend users
- Change account-wide settings
- Set automation rules and other advanced features.
- Expense Approver
An Expense Approver can:
- Submit, view and edit other peoples’ items
- Approve expense reports
- Change their personal settings
And optionally:
- Create expense reports
- Publish items to an accounting software
- Basic User
A Basic User can:
- Submit, view and edit their own items
- Change their personal settings
And optionally:
- Create expense reports
- Publish items to an accounting software
A Basic user will not be able to review potential duplicates, even if the settings are set to “Review”
Accountant & Bookkeeper (Partner) Account User Privileges
The three types of users in accountant or bookkeeper (partner) accounts can access the following features:
- Admin User
An Admin User can:
- Submit, view, edit and publish other peoples’ items
- Create and approve expense reports
- Add and suspend clients & users
- Change account-wide settings
- Set automation rules and other advanced features.
- Expense Approver
An Expense Approver can:
- Submit, view and edit other peoples’ items
- Approve expense reports
- Change their personal settings
And optionally:
- Add client accounts
- Create expense reports
- Access Practice Insights
- Publish items to an accounting software
- Basic User
A Basic User can:
- Submit, view and edit their own items
- Change their personal settings
And optionally:
- Add client accounts
- Create expense reports
- Access Practice Insights
- Publish items to an accounting software
A Basic user will not be able to review potential duplicates, even if the settings are set to “Review”
Editing User Privileges
Important: To be able to edit user privilege access you must have Administrator level User Privilege access. To gain this access contact your account administrator or accountant/bookkeeper.
After a user or colleague has been added, you can edit their user privilege at any time:
- Go to My Team in the sidebar.
- Clicking Manage next to the user or colleague, then Edit User Privileges from the drop down list.
