Follow

Add A User/Staff Member

The Hubdoc Partner Portal allows you to invite staff members of your practice and other collaborators to view your account and your client accounts. To add a user, follow these steps. 

1. Login in to your Hubdoc account. 

2. Select the 'Manage Users' button

3. In the top right corner of the screen, enter an email address in the text entry box and select the 'Add New User' button. 

4. An email will be sent to that email inviting the user to setup their Hubdoc account. 

5. Initially, the new user will not have access to any of your client accounts. To give the user access to specific client accounts, follow these instructions. 

 

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

Comments

Powered by Zendesk