Manage Practice Users

Summary: Learn how to add new practice users and how to grant your practice users access to your client organizations. 

Overview:

  • Add a practice user
  • Grant practice users access to client organizations

Add a practice user

The Manage Users function allows you to add new users to your practice. As a user under your practice, they can be given access to all or some of the client organizations you have access to. Practice users can only be granted full Advisor/Bookkeeper level permissions on an organization.

Only add users to your practice that need access to more than of your client organizations. 

For users that only need to be added to a client’s organization (e.g. a client’s staff or business partner), refer to the Users tab in the organization.

  1. Log in to Hubdoc
  2. Select Manage Users
  3. Enter the user’s email address in the top right corner
  4. Select Add New User

Manage_users_add.png

If there is not an existing Hubdoc account with that email, an invitation email will be sent. 

Grant access to client organizations

Once a user has been added to your practice, they can then be given access to any of your client organizations. 

  1. Log in to Hubdoc
  2. Select Manage Users
  3. Select the user’s name
  4. Expand the Select Client Name dropdown menu and select the client organization the user needs access to
  5. Select Add Access
  6. Repeat steps 4-5 for any additional client organizations

In Step 4, you can also select Grant Access to All Clients if the user needs access to all of your client organizations.

Manage_Users_Expanded.png

Notes: Practice users are not given access to your practice organization. To give a user access to your practice organization, refer to the Users tab in the practice organization.

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