Add or remove a user in Hubdoc

Overview

• Invite a new user to your Hubdoc organisation and assign them a user role.
• Change the role or permissions of an existing user, or remove their access completely.

Add a new user to your organisation

Invite a user

To add a new user with limited permissions to your Hubdoc organisation:

1. From your Hubdoc organisation’s dashboard, click the settings icon in the top right hand corner.
2. Select the Users tab.
3. Click Invite a User.
4. Enter the user’s email address, then click the user role they require.
5. Adjust the permissions as needed, then click Send Invite.

New Hubdoc users receive an email invitation prompting them to set up login credentials. Once their user account is created, they can access your Hubdoc organisation with the permissions you assigned them.

Existing Hubdoc users don’t receive an email invitation. They can log in to Hubdoc and immediately access your organisation.

Resend an invitation to a pending user

If a new Hubdoc user hasn’t received their email invitation, you can resend it.

1. From your Hubdoc organisation’s dashboard, click the settings icon in the top right-hand corner.
2. Select the Users tab.
3. Next to the pending user, click the menu icon, then select Resend Email Invite.
   

An email invitation can only be resent once every five minutes.

Change a user’s role or permissions

If an invited user has an upload only or standard user role, you can change their user role or update their permissions. 

1. From your Hubdoc organisation’s dashboard, click the settings icon in the top right-hand corner.
2. Select the Users tab.
3. Next to the user you want to update the role or permission for, click the menu icon, then select Manage Permissions.
   
4. Click the new role or adjust the permissions as needed, then click Save Changes.

Remove a user from your organisation

Remove a user’s access to your Hubdoc organisation:

1. From your Hubdoc organisation’s dashboard, click the settings icon in the top right-hand corner.
2. Select the Users tab.
3. Next to the user you want to remove, click the menu icon, then select Revoke Access.
   
4. Click Revoke Access to confirm.

Delete your own user account

How it works

• You can't delete another user's account – only the account owner can delete their own account.
• When you delete your user account, you're automatically removed from all Hubdoc organisations you have access to.
• If you have either the accountant or bookkeeper user role, or the small business organisation owner role, you can't delete your own user account. You'll need to delete the organisation, or contact support if you want to remove yourself without deleting the organisation.
• If a deleted user has uploaded documents into a Hubdoc organisation, the documents show as being uploaded by [Deleted User], instead of displaying the user's email address. There's no audit history of deleted users in Hubdoc.

Delete your user account if you're an invited user

1. From your Hubdoc organisation’s dashboard, click the profile icon in the top right-hand corner, then select Profile.
2. On the Personal Details tab, click Delete Account.
3. Re-enter the email address for your user account, then click Delete Account to confirm.

What's next?

If you get an error when adding or changing user permissions in Hubdoc, find out what it means.