User Restrictions
It is good if DEXT can set users restrictions so they can only use specific projects and/or account categories
We are exploring the best way to handle more advanced user restrictions
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Adminboryana.blagoeva (Admin, Dext) commented
The restriction for Partner users to only be able to submit items to client accounts and not be able to submit to the Practice account itself.
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Justin Lillecrapp commented
This would be a great step forward. It would be great to allocate users to only be able to view certain projects, invoices which certain users have uploaded etc.
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Kathren Wright commented
Further to this to restrict users to tracking categories. Supports multi site locations structure of our P&L. It is a current case of all or nothing which does not slow data restriction.
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Stephen Doyle commented
Support this. Would be great to have a group of users who have only certain selection of categories available to them whereas the full list only viewable by super users.
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Daniel commented
This feature would be huge. Users uploading receipts often only need to pick from about 5 different accounts. They should not have to scroll through the entire chart of accounts to find the few that are relevant to them.
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Cathrine Skriver commented
Allow Categories to be available (or not) at the user level rather than just Global. It would be nice to have employees only able to pick from the categories that pertain to them specifically rather than hope that they pick the right one. Fewer errors in coding and less time spent making adjustments.
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Tim Ray commented
Hello. There are two features I really wish were available in Dext that would be a huge help. #1 - the ability to control what we want people to select when uploading a receipt AND be able to require (or not) those items. It's very important for us that people select certain things when uploading a receipt. But we have no way to "force" that to happen since we can't require anything. #2 - the ability to set custom reminder parameters when something isn't done. For example, if a receipt is not uploaded currently, I'd love the ability to push a notification to the person when I want, as often as I want, and to do it automatically until the receipt is uploaded. This automation really helps "force" compliance without creating more work for those monitoring it. I hope you all will seriously consider adding this helpful feature. Thank you.
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Moez Bawania commented
Totally agree, this would be an excellent feature.
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Rob Bentley commented
It would be useful for us if we could limit what some Users can view to specific Projects/Jobs.
For example: Our Retail Manager is away for a few weeks and a stand-in employee will be reviewing/approving supplier invoices for our Brisbane Store (Job: "Brisbane"). We would want the employee to only be able to view invoices that relate to the Brisbane Store and to have no access to other aspects of the business.
At the moment this does not appear to be possible. The only option at the moment is to set him up as a basic user but then he will only be able to view invoices he has posted himself (therefore he won't be able to view/approve invoices that I have received via email to the accounts department or invoices received and posted to DEXT via other staff).
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AdminUserVoice Admin (Admin, Dext) commented
I'd like to be able to give certain users access to only a portion of my categories list to limit their visibility over the categories list and to improve our control and expense management.
By providing the option to limit categories specifically for Basic users, we can expose the small handful that are relevant.
This makes it much easier to to choose an option, and much more likely they will choose the correct option.