You can add users directly to your clients’ Dext accounts so they can submit and work with documents. This article walks you through the process step by step, from inviting users to managing access and handling common edge cases.
User access levels in client accounts
When adding a user to a client account, you’ll choose whether they have login access.
Users with login access
Users with login access can:
Log in to Dext.
Submit, view, and manage documents in the client account.
Switch between accounts if they have access to more than one.
Users without login access
Users without login access:
Cannot log in to Dext.
Can still be assigned as Document Owners.
Can submit documents using their unique submission email address.
Cannot view or manage items in the Dext web app.
You can change a user’s login access at any time.
How to add a user to a client account
To add a user to a client account:
Open the client account from your practice.
Go to Users in the sidebar.
Select Add a user.
4. Enter the user’s details and choose whether to give them login access.
5. Select Next, then choose a role for the user.
6. Choose how to send the invitation (email or text message).
7. Select Add to send the invitation.
The user will receive an invitation to join the client account.
Adding multiple users
You can add several users at once to a client account.
Go to Users.
Select Add multiple users in the top-right corner.
3. Manually enter user details or upload a CSV file.
4. Choose whether to notify users by email.
5. Review the details, then select Add to send the invitations.
What does the invitation look like?
After you add a user, they’ll receive an invitation based on how you chose to notify them.
Email invitation
The user receives an email from Dext with a Log in button. Selecting the button lets them accept the invitation and access the client account.
Text message invitation
If you send the invite by text, the user receives an SMS with a secure link.
When they tap the link:
A web page opens where they set up their password.
They’re then shown instructions and a button to download the Dext mobile app and sign in.
What happens when you invite an existing Dext user?
What happens next depends on whether the user already has a Dext account and whether their email is verified.
If the user already has a Dext account and a verified email
They’re automatically added to the client account.
The next time they log in, the client account appears in their account switcher.
If the user hasn’t verified their email
Their status shows as Pending invitation in the Users list.
The invitation is valid for 14 days.
Until they accept:
They’re only added as a Document Owner.
You can assign items and submit documents on their behalf.
They can’t log in or manage documents.
Once they accept, their email is verified and they get full access.
Managing existing users in a client account
Once a user has been added, you can manage them from Users using the Manage menu.
From here, you can:
Edit user details
Resend invitations
Reset passwords
Deactivate or remove users
Edit a user’s details
To update a user’s personal or business-related information:
Go to Users.
Select Manage next to the user.
Choose Edit user details.
From this screen, you can:
Update contact information
Manage Extract by email addresses
Activate or manage WhatsApp integration
For more information, see:
Edit a client user’s privileges
To change a user’s role or access level:
Go to Users.
Select Manage next to the user.
Choose Edit privileges.
Update the role or permissions, then select Save.
For a full breakdown of what each role can do, see our Roles and permissions article.
Resend an invitation
Invitations expire after 14 days if they aren’t accepted.
To resend an invitation:
Go to Users.
Select Manage next to the user.
Choose Resend invitation.
Remove or deactivate a user
If a user no longer needs access to the client account, you can deactivate or remove them.
To understand the difference and complete the process, see How to remove a user from a client account.
Important: Adding practice users to a client account
If you try to add one of your practice colleagues as a user to a client account, you’ll see an error message.
This happens because:
Practice users access client accounts through the practice.
Adding them directly as a client user isn’t necessary.
To give a colleague access to a client, see Managing a colleague's access to clients.
Troubleshooting & FAQs
The user didn’t receive their invitation
The user didn’t receive their invitation
If the invitation isn’t showing up:
Ask the user to check their Spam or Junk folder.
Make sure no-reply@notifications.app.dext.com is whitelisted.
Resend the invitation from Users.
If the issue continues, please contact our support team.
Why do I see an error when adding a practice colleague?
Why do I see an error when adding a practice colleague?
This appears when you try to add a colleague who is part of your practice account.
Practice users access client accounts through the practice, so they don’t need to be added as client users. To give a colleague access to a client, see Managing a colleague's access to clients.