Specify which client accounts the users on your partner account have permission to view and edit.
This article is relevant to the enhanced Dext experience. You can access the article for the legacy Dext experience here.
- How to Edit Which Client Accounts an Existing User Can View
- How to Grant Access when Creating a Colleague
How to Edit Which Client Accounts an Existing User Can View
- Navigate to Team in the sidebar.
- Click Manage next to the account user you would like to change permissions for and click Client Access.
- Check the box in the Access column next to the accounts that you want to give this user access to.
How to Grant Access when Creating a Colleague
- Navigate to Team on the main menu.
- Click Add new colleague.
- Fill in their details and click Next.
- Select the user privilege level you wish to assign to the account and click Next.
- Check the box next to the client accounts this colleague will have permission to access and click Next.
- Finish the process by inviting the colleague to Dext via email and text.
