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. 
• Remove staff access to client organisations or your Hubdoc practice.

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 Hubdoc 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 Add practice user.
4. Enter your staff member’s email address.
5. Select the organisations to allow them access to, or select Invite practice user to all organizations.
6. Click Add practice 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 documents to connected cloud accounting 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 Hubdoc 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. Select each organisation you want to allow access to.
5. Click Save.

What's next?

Start adding documents to your client organisations.