Suspend a user from your Dext Prepare account, and they won’t be able log in to the Dext Prepare web app, mobile app or submit any new paperwork to the account.
Suspend a user from your Partner Account by:
- Clicking on ‘My Team' on the main menu
- Clicking ‘Manage’ next to the user you want to remove
- Click ‘Suspend User’.
- Confirm, and the user will be suspended from your account.
Suspend a user from your Client Account by:
- Clicking on ‘Users' on the main menu
- Clicking ‘Manage’ next to the user you want to remove
- Click ‘Suspend User’.
- Confirm, and the user will be suspended.
After you’ve suspended a user, all of their submitted paperwork will remain in the Dext Prepare account. The suspended user will not be able to submit any new documents, or log in to Receipt Bank to view or edit their items.
You can view users who have previously been suspended by clicking into the ‘Suspended users’ tab of the ‘My Team’ page. If you want to restore a user, click the ‘Manage’ button and ‘Enable User’.
