Every Dext user is assigned a specific role with designated permissions, which determine the level of access they have to various features within their Dext account.
A user’s level of access is determined when they’re added to a Dext account and can be edited at any time by the account administrator.
Important: The Expense approver role is being phased out. You can continue to use it on existing users, however if you change to another role you cannot return to the expense approver role.
- Practice Roles
- Editing a Practice Colleague’s Roles & Permissions
- Business Roles
- Editing a Business User’s Roles & Permissions
Practice Roles
Colleagues in an accounting or bookkeeping practice account can be assigned one of the following three roles, which will determine their access to the practice workspace, your practice’s bookkeeping space and their publishing permissions:
- Practice Admin: can do everything in the account and in the practice business.
- Client Admin: can do everything on practice level. On organisation level they can do everything except:
- creating and updating existing users with role – Practice admin. They can only create users with roles – Client admin and Standard
- manage subscription – purchase, upgrade
- they cannot suspend/enable/remove Practice admins
- Standard Users: can only view their own clients and cannot manage anything on practice level. They have additional optional permissions for adding new clients and accessing practice insights.
Access to business of practice:
Client admin and Standard users have custom permissions for business of the practice:
- Manage other colleagues’ documents – if this is ON, then the user can see everything in the business of the practice – all items, they can create expense claims and publish
- Create expense claims – this is applicable only if Manage business is OFF. When create expense claims is ON, then the user can create expense claims
Publishing permissions – this is applicable only if Manage business is OFF. Publishing permission is one of: can publish all items, can publish expense claims only and cannot publish
Editing a Practice Colleague’s Roles & Permissions
To edit a practice colleague’s role and permissions:
- Go to Team in the sidebar
- Then, next to the relevant colleague, click the Manage button, then Edit privileges
- Select the desired role and set additional permissions, and when ready click Save.
Business Roles
Users in a business account can be assigned one of the following three roles:
- Business Admins: can do everything in the account
- User Admins: can do everything on business level (manage all financial data). On organisation level they can do everything except:
- Manage subscription – purchase, upgrade, cancel
- Create users or update existing users with role – Business admin. They can only create users with roles – User admin and Standard. They cannot suspend/enable/remove business admins
- Standard Users: can only view their own items and can have additional permissions for creating expense claims and publishing permissions (can publish all items, only expense claims or cannot publish)
Editing a Practice Colleague’s Roles & Permissions
To edit a business user’s role and permissions:
- Go to Users in the sidebar
- Then, next to the relevant user, click the Manage button, then Edit privileges
- Select the desired role and set additional permissions, and when ready click Save.
