You can create additional users on your Dext Prepare account. Each user will have the ability to submit, view and edit paperwork with Dext Prepare
| To add multiple new users or colleagues, click here for instructions |
For instructions on how to Add a Colleague to your partner account click here. For more information about Suspending a User click here.
To add a user to your own account, or add a user to a client account, follow these instructions:
1. Scroll down to the Manage or Manage Client section on the sidebar menu
2. Clicking on My Team or Users
3. Selecting the green Add a user button
4. Complete the details for the person you want to invite to Dext Prepare
5. Confirm the user role and edit their user privileges
6. Choose whether to send an invitation to the new user via email or text message
7. Complete the process by clicking on the Add user button in green. The new user will be added to the account.
Note: there may be a limit on the amount of users your account can have depending on which Dext Prepare plan you use. Learn more about the different account types here.
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Add A Colleague
If you're using one of Dext Prepare plans made for Accountants and Bookkeepers, you can add a colleague to your account. You must be an administrator or have administrator rights to add a colleague.
You can customise the level at which your colleague can access your own practice account and choose which Clients they are able to access. To learn more about User Privilege click here. To learn more about Adding a Client to your account, click here.
To add a colleague:
1. Scroll down to the Manage section on the sidebar menu
2. Clicking on My Team
3. Selecting the green Add a Colleague button
4. Complete the details for your colleague
5. Confirm the user role and edit their user privileges
6. Select which Client accounts your colleague can access
7. Choose whether to send an invitation to your new colleague via email or text message
8. Click the Add Colleague button to complete the process.