When you add a new 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 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 User Privilege level. You assign this level 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 plan you use.
If you’re an admin user you can purchase additional users or upgrade your user bundle plan in app, by going to Businesssettings > Subscription.
How to Add a User
To add a user to your account you’ll need to:
- Go to Users.
- Click the Add a user button.
- Enter the details of the person you want to invite to Dext and decide whether you’d like them to have login access then click Next.
- Next, choose what level of User Privilege the user should have – Administrator, Expense Approver, or Basic. To learn more about the levels of user privilege click here. Then customise any extra access options.
- Choose whether to send an invitation to the new user via email or sms text message.
- Then click the green Add button.
How to Edit User Privileges
After a user has been created, you can edit their user privilege by:
1. Going to Users.
2. Click Manage next to the relevant user.
3. Then click Edit privileges in the dropdown list.
