You can create additional users on your Dext Prepare account, or invite existing users to your team.
This article is relevant to the legacy Dext experience. You can access the article for the enhanced Dext experience here.
You can determine the level of access colleagues have to Dext and your client accounts, by assigning them a role and set specific permissions.
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 My Profile > Subscription.
Adding a New User
To add a new or existing user:
- Scroll down to the Manage section on the sidebar menu
- Click into MyTeam
- Click the Add a user button for a single user. Or for adding Add multiple users in bulk follow the instructions here.
- Complete the details for the person you want to invite to Dext Prepare.
If you click Skip Invitation, 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 Prepare account themselves via the mobile or web app.
If you DO want to invite the user to access the Dext prepare account to have full visibility of their transaction data and use the various submission methods available via the web and mobile apps to add documents; add the user’s name and email address, then click Continue.
Note: You can invite the user at a later date by going to My Team > Manage > Invite and following steps 5-7 below.
- 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.
- Finally, you can choose to invite your new colleague via email and/or text message. Enter their email address and/or phone number and when ready click the Add colleague.
The user will then receive an invitation by email or text to join your business:
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| Example of Email Invitation | Example of SMS Invitation |
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.
Edit User Privileges
Once users are added to your account you can update and edit their privileges from the My Team page.
- Scroll down to the user you want to edit and click on the Manage button.
- Then select Edit User Privilege.
