To remove or deactivate a colleague in Dext, go to Team > Colleagues and use the Manage menu next to their name. This article covers both actions, plus how to manage colleagues you've already deactivated.
Before you start
To remove or deactivate a colleague, you must be an Admin in your practice account.
If you're a Practice Admin, you can remove or deactivate any colleague.
If you're a Client Admin, you can only remove or deactivate other Client Admins or Standard Users.
Account owners (usually the first user added to the practice) can't be removed, deactivated, or have their role or permissions changed by another user. To change the account owner, contact the Dext support team and ask them to transfer ownership.
You can identify the account owner on the Team > Colleagues page. The account owner has Owner in the Role column, and the options to deactivate or remove them aren't available.
Remove or deactivate a colleague
Removing and deactivating a colleague follow the same steps, with one difference at the final step.
Deactivating keeps the colleague's account so you can re-enable it later.
Removing deletes it completely, and you'll need to add the colleague again as a new user if they return.
Either way, their previously submitted paperwork stays in the account.
To remove or deactivate a colleague:
Go to Team > Colleagues in the sidebar.
Select Manage next to the colleague.
Choose Deactivate colleague or Remove colleague.
Review the summary, then select Deactivate or Remove to confirm.
Note: If a colleague has submitted documents before, removing them doesn't delete those documents. Dext keeps a record of the colleague as a document owner under the Deactivated tab, so you can still find and export what they submitted.
Re-enable or remove a deactivated colleague
Deactivated colleagues stay listed under a separate tab, where you can restore their access or remove them for good.
To manage a deactivated colleague:
Go to Team > Colleagues.
Switch to the Deactivated tab.
Select Manage next to the colleague.
Choose Enable to restore access, or Remove colleague to permanently remove them.
Frequently asked questions
Why can't I see the Team menu?
If you can't see the Team menu, you're a Standard User in the practice account. Standard Users don't have permission to manage colleagues. Contact an Admin to upgrade your role or complete the action for you.
Why is a colleague in the Deactivated tab showing without a Remove option?
This happens when a colleague submitted documents before you removed them. Dext keeps their document owner record under the Deactivated tab, so you can still find and export those items. The colleague's account is already fully removed, so there's no option to remove this entry.