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Removing Colleagues & Client Users

Manage users in your client accounts and colleagues in your team by deactivating or removing them if needed.

This article is relevant to the enhanced Dext experience. You can access the article for the legacy Dext experience here.

Important: Account owner users are the first user added to an account and cannot be deactivated or have their role and permissions changed by any other user in the account. To remove or deactivate an account owner you must reach out to support.

You must be an admin user to remove a user. If you don’t see the Team menu, this would mean that you don’t have the required user role. Reach out to your account administrator or your accountant/bookkeeper for assistance.

You have two options when removing a colleague or client user from your account:

  • Deactivating: all of their submitted paperwork will remain in the Dext Prepare account. The deactivated user will not be able to submit any new documents, or log in to Dext to view or edit their items.
  • Removing: the user will be completely removed from your account, but all of their submitted paperwork will still remain in the Dext Prepare account. If you wish to have them in your account in the future you will need to create a new user for them again.

Deactivate a User from your Partner Account

To deactivate a Colleague from your team:

  1. Go to Team in the sidebar.
  1. Click Manage next to the colleague you want to deactivate.
  2. Click Deactivate colleague.
  1. Read through the summary of what deactivating the user will do, then click Deactivate.

Remove a Colleague

To remove a user from your partner account:

  1. Go to Team in the sidebar.
  1. Click Manage next to the colleague you want to remove.
  2. Click Remove Colleague.
  1. Read through the summary of what removing the colleague will do, then click Remove.

Deactivate a User from a Client Account

To remove a user from your one of your clients’ accounts:

  1. In the client account, go to Users in the sidebar.
  1. Click Manage next to the user you want to remove.
  2. Click Deactivate User.
  1. Read through the summary of what deactivating the user will do, then click Deactivate.

Enable a Deactivated User

View users or colleagues that have previously been deactivated by going to the Deactivated or Deactivated tab on the Users or Team page.

If you want to enable a user or colleague:

  1. Click the Manage button next to the user or colleague.
  2. Then Enable user or colleague.