You can remove a client permanently or deactivate a client from your Dext account.
Important: To be able to remove a client you must have Administrator level User Privilege access. If you don’t see theoption to disconnect or deactivate a client, you don’t have sufficient access and must contact your account administrator or your accountant/bookkeeper to gain access or request removal of the user.
There are two options available when removing a Client from your Partner Account:
Disconnecting a client: This completely removes the client from your account and severs the connection.
Deactivating a client: You’ll keep access to the client account but suspend their Dext services.
If your client wants to move their Dext account to another accountant they’ll need to be removed from your account, and then an admin user in that client’s account must invite the new accountant to access their account by following these steps.
1. Click into the client account you’d like to disconnect. 2. Then, go to Business settings and click the Disconnect client button. 3. The next screen will explain what the removal process means for both you and your client. If you’d like to proceed, click the Disconnect client button.
4. There’ll be an optional survey to complete about disconnecting your client.
5. You’ll then need to select an account owner for the removed client. This should be the main business owner. Once you’ve made the selection, click Disconnect client.
7. Once the removal is complete, you’ll see a notification banner. You and your client will also be sent an email confirming the removal.
Please Note: The removal process is permanent and can only be reversed by the client inviting the Accountant or Bookkeeper to reconnect.
Once your client has been removed, they’ll be able to start a free trial of our Dext product that’s built for businesses or connect to a new accountant or bookkeeper.
Important: If there are no users added to the client account, or no users have been invited to access the account for themselves, you’ll only have the option to delete the client, as a user must be attached to the client’s account to access the client’s data. Once deleted, any data associated with this client account will be permanently deleted, and cannot be recovered.
If you’re happy to permanently delete the client, click the Delete client button.
You’ll then be prompted to confirm you do want to permanently delete the client, and to enter the client’s name to finalise the deletion.
Deactivating a Client
To deactivate a client, you’ll need to:
1. Navigate to the client account you’d like to deactivate. 2. Go to Business settings and then Subscription. 3. Click Deactivate Prepare.
4. There’ll be an optional survey for you to complete around deactivating your client.
5. The next screen will explain what the deactivation process means for both you and your client. If you would like to proceed, click Continue.
6. You’ll have the option to notify the client via email about the deactivation of the account, once you’re happy click Deactivate Prepare.
7. Once the deactivation is complete, you’ll see a notification banner and you’ll receive an email confirming the deactivation.
Please Note: The deactivation process is reversible and these clients can be reactivated.
Once your client is deactivated, they’ll have the option to start a free trial of our Dext product that’s built for businesses.
Disconnecting a Self-paying Client
Because a self-paying client has their own subscription to Dext, the process is simpler as you can only remove the client from your Partner Account.
To do this:
1. Navigate to the self-paying client you’d like to disconnect. 2. Go to Business settings, Subscription. 3. Click Disconnect client.
4. The next screen will explain what the removal process means for both you and your client. If you’d like to proceed, click Continue.
5. You’ll then need to select an account owner for the removed client. This should be the main business owner. Once you’ve made the selection, click Disconnect client.
6. Once the removal is complete, you’ll see a notification banner. You and your client will also be sent an email confirming their removal.
To Reactivate a Deactivated client:
To reactivate a deactivated client, you’ll need to:
1. Navigate to the client account you’d like to reactivate. 2. Go to Business settings, then Subscription. 3. Click Reactivate Prepare.
4. Your Client will receive an email confirming the Reactivation.
