You can create additional users on your client’s Dext account. You can also add existing users on another account to access the account.
This article is relevant to the enhanced Dext experience. You can access the article for the legacy Dext experience here.
When you add a new client user, you have the option to give them login access to the account or to not. A user not given login access the Dext account can be selected as a Document owner of a document, and can submit items via their unique email in address, but will not be able to access the Dext account for themselves.
Users that are invited to access the account will have the ability to submit, view and edit paperwork depending on their assigned role and permissions. You assign this when the user is created and can change it at any time.
Plans & User limits: there may be a limit on the amount of users your account can have depending on which Dext product you use. Learn more about the different account types and features here.
If you’re an admin user you can purchase additional users or upgrade your user bundle plan in app, by going to Business Settings > Subscription.
Adding a New User
To add a new or existing user to a client account:
- Go to Users in the sidebar
- Click the Add a user button
- Enter the details for the person you want to invite to Dext.
Set Login Access to Yes if you wish to give the user access to the Dext client account and enter their email address
If you give the user access the Dext account they will have full visibility of their transaction data and can use the various submission methods available via the web and mobile apps to add documents.
If you DO NOT give them access a user will be created and will be able to submit documents via their unique email in address, as well as be assigned to a document as a document owner, however they will not be able to access the Dext account themselves via the mobile or web app.
Note: You can invite the user at a later date by going to Users > Manage next to the user> Invite and following steps 5-7 below.
- Choose the role the user should have – Business Admin, User Admin, or Standard. Then customise any extra permissions.
- Finally, review the user’s details and choose to invite your new colleague via email and/or text message. When ready click the Add.
The user will then receive an invitation by email or text to join the account.
If you’ve invited an existing user to your team:
- If the user you’ve invited has already verified their email address they will automatically be added to your account and they will see the account switcher when they next log into their account.
- If the user you invited hasn’t verified their email address yet, their invitation status will show as ‘Pending invitation’ on the My Team page. The invitation will be active for 1 week.
- Users with unverified email addresses will be created as document owners only until they accept the invitation. This means that you will be able to submit documents on their behalf but they will not be able to do so themselves, or be able to see the account switcher, until they accept the invitation. If they accept the invitation it will also verify their email address.
Editing Roles & Permissions
Once users are added to your account you can update and edit their role and permissions from the Users page.
- Scroll down to the user you want to edit and click on the Manage button.
- Then select Edit Privileges.
