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User & Account Management

Managing Multiple Business Accounts with One Email Address

Manage multiple business accounts via one set of login details.

Do you need multiple Dext accounts for your multiple businesses? You can use one set of login details to access multiple Dext business accounts.

What is Multi-account Management

Multi-account management allows you to access and manage multiple business accounts via one login. Enabling you to easily navigate between your business accounts from within your Dext account.

To create multiple accounts for your multiple businesses you can create additional business accounts from within your existing Dext account.

If you have multiple business accounts already and access them via different logins you can also merge these login details, while all the data in your separate businesses remain untouched.

Simply verify the email address you wish to keep using, merge your accounts under the one email address and easily navigate between your business accounts with ease from within your Dext account.

Important to know: You can only merge your own login details, as you’ll be merging your other logins into the one you are logged into. After the merge, your main login details will be the access point to all your businesses/practices.

Adding a New Business

You can also create additional accounts if you have multiple businesses you wish to add to Dext.

To add a new business:

  1. In your Dext account, go to the Profile Icon in the top right of the screen, then go to Buy a plan for a new business.
  1. On the next page, enter the business name, and select the country in which it is based. When ready click Next.
  1. Next, select the Dext monthly or annual plan you want, then click Next.
  1. In the final two steps, review the purchase, then confirm your payment details.

Email Verification

Merging multiple login details requires that the email address you choose to use as your only email address going forward is verified.

  • If the email address you’re logged in with is unverified, you’ll automatically be prompted to verify your email first.
  • If your email is already verified this step will be skipped.

To verify your email:

  1. Log in to the web app with the login details you wish to keep as your unique log in credentials.
  2. Go to the Profile icon in the top right of the screen, then User Settings.
  1. There will be a banner at the top of the page. Click the Resend confirmation email link.

If you don’t see the banner, it means that your email has already been verified.

  1. A confirmation email will be sent to your email address. Click Confirm your email to complete the process.

Merging Logins

To merge your logins:

  1. Log in to the web app with the login details you wish to keep as your unique log in credentials.
  2. Go to the Profile icon in the top right of the screen, then User settings.
  1. Go to Merge logins and click the ‘Merge your login details so you can have a single login for Dext‘ link.
  1. Read the explanation of what merging accounts will do, then click Merge login details.
  1. Enter the login details for the account you wish to merge into the one you’re currently logged into or use single sign on, then click Next.
  1. On the final step, we’ll ask you to Confirm the merge. This will mean:
  • The login details for the account that’s being merged are deleted, including any potential single sign-on you might have used to access that account (e.g. Google).
  • The lists of accounts you’ll be able to access with your current email address.
  • Confirm that the merge only affects how you log into this account and not the data within that account.

Once your accounts are merged, you can easily switch between accounts in both the web and mobile apps with the account switcher.

In the Web app:

To navigate between different accounts:

  1. Go to the Account Switcher drop down in the top left of the page.
  1. Then click the Business you would like to switch to.

In the Mobile App:

To navigate between different accounts:

  1. Go to the Account Switcher icon in the top left of the screen.
  1. Select the Business you wish to switch to from the list shown.

Inviting an Existing User to Your Account

You can also invite existing Dext users to your accounts, which means each user can be part of multiple businesses or practices.

To invite an existing user:

  1. Go to Users in the sidebar.
  2. Then click Add a user.

Adding multiple users is not yet supported.

  1. Enter the User’s first & last name, and their email address. When ready click Next.
  1. Then select the User role you wish to assign to the user. Then click Next.
  1. And finally, select whether to invite the user by text message as well as email and enter the user’s phone number. When ready click Add user to send an invitation to the user.

Note: SMS will only be sent if the email attached to the account is verified.

The user will then receive an invitation to join your business:

  • 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.
  • Users with unverified email addresses will be created as document owners only until they accept the invitation. This means that you’ll 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.
  • The invitation will be active for 1 week.

You can resend the invitation or reset the users password from the Manage dropdown.

The Multi-Entity Dashboard

With our new Multi-Entity Dashboard, managing multiple businesses in Dext is easier than ever! 

If you have more than one business on your account, you can now view them all in one convenient place.

Note: The Dashboard is only visible to Admin users that can access more than one business with their login details. 

Quickly see how many items need your attention in each account, so you can stay organised and keep your workflow running smoothly. You can also add new businesses directly from the Dashboard by clicking the Add business button. 

How item data is organised in the Dashboard

Each section of the workspace is broken up into columns. The Primary columns indicate the following:

  • Name: The business name entered into Dext
  • Cost Items: The number of items that are in the Cost inbox that have a status of To Review or Ready. You can go straight to the Cost inbox for the account by clicking on this number.
  • Sales Items: The number of items that are in the Sales inbox that have a status of To Review or Ready. You can go straight to the Sales inbox by clicking this number.
  • Expense Claims: The number of items that are in the Expense Claims inbox that have a status of To Review or Ready. You can go straight to the Expense Claims inbox for the account by clicking on this number.
  • Document limit: This is the amount of documents you can submit each month based on your subscription. You can make changes to the limit by going to Business settings >Subscription and under Usage limits, clicking Change plan.
  • Users: This is the amount of users you can add to your account based on your subscription. You can make changes to this by going to Business settings >Subscription and under Usage limits, clicking Change plan.
  • Integration – Whether the account is connected to an accounting software, and if so which one. Clicking the logo will take you to that accounting software.
  • Subscription: Shows whether the subscription is in Trial, Active or Expired.
  • Actions: Under the Manage button, you’ll be able to quickly manage users for that account & navigate to the business settings section of the account.

Customising the Dashboard

By pressing the settings cog, you can customise what you’d like to see on the Dashboard by unchecking anything not relevant to your businesses and then clicking Apply. 

You can also reorder the Cost & Sales items as well as Expense claims into ascending or descending order by clicking on the table heading for the relevant item type.