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Granting Access to your Accountant or Bookkeeper

So you have made your Hubdoc account and your Accountant or Bookkeeper is requesting access to your account.

If your accountant is offering to pay for your account, the following pop-up will appear when you log in to your account. Click 'Grant Access' to allow your accountant to have access to your Hubdoc account.

If the pop-up does not appear:

1. Click 'Accounts' in the top right corner of your dashboard.

2. Click 'Profile' and scroll down to 'Current Collaborators'.

3. 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.

4. Click 'approve'.

5. Click 'Save changes' in the bottom right corner.

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