Add staff to your practice and client organisations

Overview

• Add a staff member to your Hubdoc practice, then add them to a client’s organisation. 

Add staff to your Hubdoc practice

Once staff have access to the practice, you can grant them access to each client’s organisation. They can't view any documents or add connections within the practice's own Hubdoc organisation.

To give staff access to your Hubdoc practice:

1. In any organisation’s dashboard, click the organisation name, then select My Hubdoc.
2. In the Partner portal screen, select the Manage practice users tab. 
3. Enter your staff member’s email address, then click Add New User.

If the staff member doesn't already have a Hubdoc login, they'll receive an email prompting them to set up their user account. If they already have a Hubdoc user account, they can log in using their existing credentials.

Give staff access to a client's Hubdoc organisation

Access to a client’s organisation allows a staff member to edit the client’s profile as well as manage and publish their documents to QuickBooks Online or other platforms. 

Before you start, make sure the staff member has access to your Hubdoc practice.

To give a staff member access to client organisations:

1. In any organisation’s dashboard, click the organisation name, then select My Hubdoc.
2. In the Partner portal screen, select the Manage practice users tab. 
3. Click the staff member’s name.
4. For each client you want to grant access to, select the client from the list and click Add Access.
5. Click Close.

What's next?

Start adding documents to your client organisations.