Inviting team members

If you’re the team owner, you can invite other people to become members of your team in the Team Members section of the Manage Team list in the sidebar, or via the Invite Team action in the menu underneath your user icon in the top-right corner of Precision. This will also take you through to the Team Members view.


Dext Precision is designed for inviting internal team members only. We recommend you either use Dext Precision’s Export functions to share Dext Precision data with clients or create a separate Dext Precision team for that client.

If you invite clients as team members, while you can set Client Visibility settings, those users will still be able to see the names and email addresses of other users in the team in some parts of Dext Precision.