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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 to your Hubdoc account. 

2. Click the 'Manage Users' button.

3. In the top right corner of the screen, enter an email address in the text input and click the 'Add New User' button. An email will be sent to that email inviting the user to setup their Hubdoc account. 

Initially, the new user will not have access to any of your client accounts. Learn how to give the user access to specific client accounts

 

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