Add collaborators to your Hubdoc account

Hubdoc allows unlimited users to be added to your Hubdoc account as collaborators at no additional cost.  Granting others access to your Hubdoc account allows the necessary people to see and work with all documents and functionality within your Hubdoc account.

Add a collaborator

Business owners often invite their outsourced accountant or bookkeeper, business partners, and/or employees to be collaborators on their accounts. Follow the steps below to add a collaborator to your Hubdoc account:

1. On the Hubdoc dashboard, click Accounts.
2. Select the Profile tab.
3. Under Invite users to access your Hubdoc account, enter the email of the person you'd like to add.
4. Click Add, then click Save Changes.

If they don’t have a Hubdoc login already, the person you’ve invited will receive an email prompting them to set up their account. They will need to click on the link in the email and create an account before they can log in and access your firm’s account. If they already have a login for Hubdoc, they will have access to your account next time they log in.

Please note: Collaborators on your account will have full access to view and manage all documents, connections, and integrations within the account. Collaborators will not be able to log in to your bank and supplier accounts through your automated connections, as Hubdoc encrypts your login credentials and provides read-only access to your documents.

Tip: If you don't want someone to have access to your company's documents but you’d still like them to upload receipts and invoices, we recommend they email documents to your Hubdoc email address instead.

If your accountant or bookkeeper has requested access

Your accountant or bookkeeper might request access to your account. If they’re offering to pay for your account, a pop-up may appear when you log in. Click Grant Access to allow them to log in to your Hubdoc account.

If you don’t see a pop-up requesting access, but your accountant or bookkeeper has sent through a request:

1. On the Hubdoc dashboard, click Accounts.
2. Select the Profile tab.
3. Under Current Collaborators, find your accountant or bookkeeper’s email address and click approve.
4. Click Save changes.

What’s next? We're here to help! Search our Helpdesk or contact our support team.

About the Author

Paige Sopik

Paige is an Education Specialist at Hubdoc. She draws on her experience on Hubdoc's support and marketing teams to provide users with top-notch digital educational resources. Paige takes her knack for teaching to the yoga studio and chases any opportunity to learn something new.

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