Adding staff members to Hubdoc allows you to grant staff access to specific client accounts that you’ve added. Staff can manage and publish documents for the accounts that they have access to.
Adding a staff member to Hubdoc
There’s no additional cost to add staff to your Hubdoc practice. Once they have been added as an associate of your Hubdoc practice, you can grant them access to specific client accounts.
2. Enter your staff member’s email address, then click Add New User.
As soon as you’ve added a staff member to the firm’s Hubdoc account, you’ll be able to give them access to client accounts. The staff member will receive an email prompting them to set up their Hubdoc account.
Please note: Adding staff members to your firm’s Partner account will not give them access to view or manage documents and information within the firm's own Hubdoc account.
Give a staff member access to a client Hubdoc account
Once you have added staff to your Partner account, you can grant them access to your client accounts as necessary. Having access to a client’s account means they can then edit that client’s profile information and manage and publish their documents to third party integrations. Read this Xero Central article for more information on adding or removing staff from your practice and client organisations.
2. Click the staff member’s name.
3. Under Company, select the client you want to grant access to.
4. Click Add Access.
What’s next? Learn how to get extra support