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Granting Access to your Accountant or Bookkeeper

So you have made your Hubdoc account and your Accountant or Bookkeeper wants to access your account. To do this you will need to follow the following steps:

1) Log into your Hubdoc account.

2) The following pop-up will appear. Click "Grant Access".

3) If, for whatever reason, the pop-up does not appear, click the "Accounts" tab in the top right corner of your dashboard.

4) Click "Profile" and scroll down to "Current Collaborators"

5) Here you will find the name of the Hubdoc account that is trying to gain access to your Hubdoc account along with the option to remove or approve as seen below. 

6) Click "approve" then "Save Changes" in the bottom right corner.

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