Invite A Collaborator

You can invite your accountant or bookkeeper to access your Hubdoc account using this process:

1. Login to your Hubdoc account.

2. Click 'Accounts' in the top right corner.

3. Click on the 'Profile' tab.

4. Under 'Invite users to access your Hubdoc account' enter the email address of the person with whom you want to share your Hubdoc account. 

Presto. If there is an existing Hubdoc account under that email address, the user will have access to your account the next time they log in to Hubdoc. If the email address is new to Hubdoc, an email will be sent inviting the user to create a Hubdoc account. Once they have completed the process, that email address and Hubdoc user will have access to your account. The collaborator function is not designed to provide multiple logins to the same account.

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