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Grant Staff Access To An Account

This article is intended for Accountants and Bookkeepers permitting staff to have access to their clients. If you are a small-to-medium sized business, please refer to the Unique Email Address or Invite a Collaborator articles.

Often, you will want to provide your employees or staff members (users) access to your clients' Hubdoc accounts. Learn how to create a user account.

1. Log in to your Hubdoc account.

2. Select the 'Manage Users' button on the Partner Portal.

3. Click on the name of a user.

4. In the drop-down menu, select the name of your client you want to grant the user access to.

5. Click on the 'Add Access' button.

The user will now have access to that client's Hubdoc account. If you would like to update their access in the future, refer to this article to learn how to revoke access to a client's account

 

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  • Avatar
    Mark McCurry

    Where is the Manage user button?

  • Avatar
    Jamie Shulman

    Hi Mark - you only see Manage Users if you have the accountant view of Hubdoc. If you want to give access to other employees of your business, you can add them as a collaborator to your account. Instructions here:
    https://hubdoc.zendesk.com/hc/en-us/articles/204169865-Invite-A-Collaborator

    Thanks!
    Jamie

  • Avatar
    Mark McCurry

    Yes Jamie, but that is not what the video shows at all. If I wanted to add a staff member are the going to have their own HubDoc account?

    Also I am looking to add about 20 Employees and want them to submit their invoices for our corporate AMEX Card. What is the best way to do this?

    Thanks

  • Avatar
    Mark McCurry

    Also then want to push to Xero. I already have a connection to xero established

  • Avatar
    Jamie Shulman

    Hi Mark - creating a ticket and will get your questions answered. Thanks!

  • Avatar
    Mark McCurry

    Well Holly Smokes that is certainly not what your video said.or even hinted at. What is an accountant view?

    I feel like I am a fairly sophisticated user, and I have found this whole set up experience extremely confusing and frustrating. I called twice before setting up the account to ask if setting us multiple user to large corporate account would be a problem and they all assured me it would not.

    Thank you for your help,

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