The boring parts, done properly.

Provisioning, reorganizations, seats, masters, audit and configuration decide whether a platform is still trustworthy at year three. Dexor treats them as a first-class product.

Manage your own users and seats.

Account admins add, suspend, reactivate and reset users in their own console, with live seat counts per role and no way to lock themselves out.

Account admins work in their own console, apart from the manager app: Users and seats, Consumption, Period close, Audit trail and Settings. A compliance officer can sign in to the same console and reaches the audit trail and nothing else.

More about users and seats

DexorAccount adminit.admin@acme.exampleSign out
Users & seats
Provision, suspend, and re-parent the people in your organization.
Export audit Add user
rep23 / 24
manager6 / 6

Seat limit reached

admin1 / 2
compliance_officer1 / 1

Seat limit reached

 Search by name or code...
NameCodeRoleLevelStatusActions
Jennifer Brooks ADM-01 admin BUSINESS active Reset Move
Michael Turner EMP-1001 manager AREA active Reset Move
Ashley Carter EMP-1042 rep TERRITORY active Reset Move
Tyler Morgan EMP-1057 rep TERRITORY active Reset Move
Emily Nguyen EMP-1088 rep TERRITORY suspended Reset Move

Reorganise the team without breaking reporting.

Move a rep under a new manager from the admin console. Moving a manager re-checks every chain below them before anything changes.

In Users and seats, Move opens a picker of managers. Choose one, press Move user, and the rep reports there from then on. An admin can also change a user's role, level, territory or name the same way.

More about org moves

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Load your doctors and chemists in bulk.

Dexor imports your doctor and chemist lists in bulk, using your own rep and territory codes, and sets up your geography.

During onboarding Dexor loads your doctor and chemist masters on your behalf. A row can name its rep and territory by Dexor's id or by your own code, such as EMP-1042, so nobody has to translate a thousand rows by hand.

More about master data and geography

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Account settings
Configure field-app behavior, data security, and code generation for your organization.
Codes
Configure automatic entity codes. When configured, creating an entity without a code auto-generates one from these templates.
doctor Template

Preview: XXXXX0000

chemist Template

No template configured. Entity codes will not be automatically generated.

Save settings

Alerts that wait in an inbox until read.

Every manager has a lasting inbox of alerts, with desktop alerts in the browser and an email copy each person can switch off.

Alerts and team activity are stored per user, newest first, grouped by day. They are still there after a reload or on another device, until the person dismisses them one by one or clears them all.

More about notifications

NotificationsOctober 2026Search ⌘K5A
Notifications
Alerts and team activity, newest first.
Enable desktop alerts
Get notified immediately when important events happen.
Enable
Email alerts
We email you a copy of these alerts. Turn this off to receive them here only.
Today
  • Indianapolis is at 41% of target with 9 days to go
    10:42
  • Expense claim from Ashley Carter is waiting on you
    09:15
  • Kevin Walsh submitted a tour plan for November
    08:03
Yesterday
  • Tyler Morgan had a no-show day
    18:30
  • Chicago North distributor file re-ingested
    14:12

See who changed what, and when.

Changes to your data are recorded with the person, their role, the action and the record. Admins and compliance officers can read it; admins export it.

The Audit trail lists every change in your account, newest first: when, who and their role, the action and the record it touched. You can filter what is loaded and keep loading further back.

More about audit trail

DexorAccount adminit.admin@acme.exampleSign out
Audit trail
When to use this: to answer who changed what, and when. Every mutation to your account's data is recorded here with the actor, their role, and the record they touched. Reads are not recorded, so this shows changes only.
7 of 7 loaded
WhenWhoActionTarget
21 Oct 2026, 10:42 u-4e1c9a admin account.period.close period 2026-09
21 Oct 2026, 09:58 u-4e1c9a admin account.user.suspend user u-88b2d0
20 Oct 2026, 17:21 u-1f07c3 manager account.plans.approval plans MTP-2026-11-0412
20 Oct 2026, 15:06 u-1f07c3 manager account.sales.reproject sales.reproject hudson-medical-pharmacy
20 Oct 2026, 11:40 u-4e1c9a admin account.settings.update settings meta
19 Oct 2026, 16:12 u-4e1c9a admin account.user.create user u-a51f77
19 Oct 2026, 12:03 u-1f07c3 manager account.verifications.approve_gps contactPoint cp-20261019-118
Load older entries

The filter narrows only what has been loaded so far. Load older entries to search further back.

Close a month so its numbers stop moving.

Once a month is reported, close it. Sales, re-projection, target edits and orders for that month are kept out until someone reopens it with a reason.

Closing a month tells everyone the figures they were measured on are final. After that, new sales for that month are rejected, and re-projection, target edits and new orders for it are refused.

More about period close

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Period close
When to use this: once a month's numbers have been reported on, close it. A closed month refuses new sales uploads, re-projection and target edits, so the figures people were measured on cannot move underneath them afterwards.
Every month is open until someone closes it, so the table below lists only the months you have closed.
Month to close2026-10
Closed periods
MonthStateClosedReasonAction
2026-09 Closed 5 Oct 2026, Jennifer Brooks September figures signed off by finance
2026-08 Closed 4 Sep 2026, Jennifer Brooks -

Reopening keeps the original close on record rather than erasing it, so the full history stays auditable. Every close and reopen is written to the audit trail.

Set the rules for your own account.

Account admins decide whether visits need a photo, bring their own encryption key for archived data, and set how doctor and chemist codes are generated.

Field app: require reps to take a photo at each visit before it can be logged. It is on by default.

More about account settings

DexorAccount adminit.admin@acme.exampleSign out
Account settings
Configure field-app behavior, data security, and code generation for your organization.
Updated 2m ago
Field app
Control what reps must capture during call-point check-ins.
Security
Bring your own encryption key for all archived data. Leave blank to use the default managed encryption.
Encryption key
••••••••••••••••••••••••
Codes
Configure automatic entity codes. When configured, creating an entity without a code auto-generates one from these templates.
Doctor Template
Region, Specialty / Type, Auto Sequence
Preview: XXXXX0000
Chemist Template
No template configured. Entity codes will not be automatically generated.
Save settings

See your AI allowance and who uses it.

The admin console shows your monthly AI credit allowance, how much is used, and lets you reserve a share for a team. Dexor manages the cost controls.

Consumption shows the month's AI credits as used out of your allowance, how much is reserved to teams and how much is left for everyone else. Reserved plus left for everyone else always makes up the whole allowance. The used figure counts every credit spent this month, by teams with a reservation and by everyone sharing the rest. You can look back month by month.

More about AI consumption

DexorAccount adminit.admin@acme.exampleSign out
Consumption
What your subscription includes, and how much of it your teams have used.
2026-10
This is what your subscription includes and how much of it has been used. Your subscription is a fixed monthly amount, so nothing here changes what you pay.
AI credits168,000 of 600,000 used
Reserved to teams
270,000
Left for everyone else
330,000
Reserved by team

Reserving credits guarantees a team its share. What is left over is shared by everyone without a reservation. You cannot reserve more than your allowance.

TeamUsedReserved
North region74,200150000Save
South region51,900120000Save
Seats
rep23 / 24
manager6 / 6
admin1 / 2
compliance officer1 / 1

Also on the platform

  • A separate Account Admin console, apart from the manager app
  • A compliance officer role that reaches the audit trail and nothing else
  • Temporary passwords that must be changed at first sign-in
  • Period close that locks a reported month against uploads, re-projection and target edits

Every feature in platform and admin.

Each one has its own page.

Users and seats

Account admins add, suspend, reactivate and reset users in their own console, with live seat counts per role and no way to lock themselves out.

Read more

Org moves

Move a rep under a new manager from the admin console. Moving a manager re-checks every chain below them before anything changes.

Read more

Master data and geography

Dexor imports your doctor and chemist lists in bulk, using your own rep and territory codes, and sets up your geography.

Read more

Notifications

Every manager has a lasting inbox of alerts, with desktop alerts in the browser and an email copy each person can switch off.

Read more

Audit trail

Changes to your data are recorded with the person, their role, the action and the record. Admins and compliance officers can read it; admins export it.

Read more

Period close

Once a month is reported, close it. Sales, re-projection, target edits and orders for that month are kept out until someone reopens it with a reason.

Read more

Account settings

Account admins decide whether visits need a photo, bring their own encryption key for archived data, and set how doctor and chemist codes are generated.

Read more

AI consumption

The admin console shows your monthly AI credit allowance, how much is used, and lets you reserve a share for a team. Dexor manages the cost controls.

Read more

Security

Structural account isolation, separated identity pools with MFA, and a fail-closed tamper-evident audit trail.

Security

Dexor intelligence

Grounded AI, zero-cost deterministic insights, weekly executive summaries, and a prepaid AI pool with a usage meter.

Dexor intelligence

Built to still be trustworthy at year three.