Add collaborators to your Hubdoc account

Your free Partner account gives you access to all of Hubdoc’s features so that you can use Hubdoc on your firm’s own books.

Granting others access to your firm’s Hubdoc account allows the necessary people to see and work with all documents and functionality within your Hubdoc account. For an accountant or bookkeeper, this could be a staff member at your firm; for business owners, this could be their accountant or bookkeeper.

To add a collaborator:

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.

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.

Please note: You can add as many collaborators to your account as you like at no additional cost. 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.


What’s next? Learn how to add staff members to your firm and grant access to client accounts.

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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