Give your team access to Dext by adding Colleagues.
This article is relevant to the enhanced Dext experience. You can access the article for the legacy 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.
Important: Only Admin users can view the Team page and add new colleagues. If you don’t have this access and need it, reach out to your administrator, accountant or bookkeeper to assist.
Adding a New Colleague
To add a new or colleague:
- Go to Team in the sidebar menu.
- Click the Add a Colleague button in the top right corner.
- Enter the name and email of the new colleague.
- Choose the role the user should have – Business Admin, User Admin, or Standard. Then customise any extra permissions.
- Select which clients the colleague should have access to.
- Finally, review the invite. If you wish to send the invite by text select to Send a text invitation.
When ready, click Add.
Edit Role & Permissions
Once colleagues are added to your account you can update and edit their role and permissions from the Team page.
- Scroll down to the user you want to edit and click on the Manage button.
- Then select Edit Privilege.
