Follow

Add A New Client On Hubdoc

 1. Login to your Hubdoc account. 

2. Navigate to My Hubdoc Partner Portal.

3. Hit the 'Add a Client Account' button. 

4. Enter in your Client's email address, name and company name and they will be sent an email that invites them to create a Hubdoc account. By default, you will have access to your client's account. 

If your client has an existing Hubdoc account associated with their email, they can add you as a collaborator to give you access.

Was this article helpful?
0 out of 1 found this helpful
Have more questions? Submit a request

Comments

  • Avatar
    Meredith Smith

    What if I am paying for my client's HubDoc account and I don't want them to have access to it?

  • Avatar
    Zophia

    Hi Meredith,

    Apologies for the late reply. If you would like to create and pay for an account that you use exclusively, without giving your client permissions, we generally recommend you use an email alias to set it up. To do so, follow the instructions in the following article.

    https://hubdoc.zendesk.com/hc/en-us/articles/207856426

    I hope this helps! If you have any further questions, feel free to contact us at support@hubdoc.com or give us a call at 800-577-2842

Powered by Zendesk