Set Up a Client Organization on the Client's Behalf


Summary: Learn how to create and set up a client organization on their behalf, and then invite them later

Overview:

  • Add a new client organization
  • Set up the client organization
  • Invite your client to the organization once it has been set up

Sometimes your firm will want to create and set up a client’s Hubdoc organization before giving them access. Setting up profile information and connecting to key integrations makes for a seamless onboarding experience for your clients.

Add a new client organization

Start by adding the new client organization to your practice organization without sending them an invitation. 

 

If this is the first client organization you will be paying for:

  1. Log in to your Hubdoc partner organization
  2. From the Organizations page, select Add a Client Account
  3. From the Billing Information tab, scroll down to Add a Client Subscription 
  4. Enter the client’s email address email, deselect the Invite client to Hubdoc checkbox, and select Add a Client Account
  5. Enter your credit card information and billing address
  6. Select Pay Now

 

If you already are paying for other client organizations: 

  1. Log in to Hubdoc
  2. Select Add a Client Account
  3. Enter your client’s email address and other details, deselect the Invite client to Hubdoc checkbox – you can send an email to invite the client once their organization has been set up (see below for details)
  4. Select Create Client

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Set up the client organization

Once you’ve created the client organization, get the organization ready before you invite your client. Complete any of the applicable set up tasks below:

If the user is new to Hubdoc, they will be sent an invitation email prompting them to confirm their account and create a password. (Sometimes this email can end up in the spam folder – please remind your clients to check here!).

Invite your client to access the organization

When the setup process is complete, you can invite your client and their staff to access the Hubdoc organization. Once added, they will have full access to view and work with all documents and integrations associated with their account.

  1. Log in to your Hubdoc partner organization
  2. On your Organizations page, select the client organization to which you’d like to send an invite
  3. In your client’s Hubdoc organization, click the gear icon
  4. Select the Organization tab
  5. Click Send invite beside the client’s name (located at the top of the Organization tab) Your client will receive an email prompting them to join Hubdoc. Note that you can resend this invitation at any time by following these steps

You can also add your client’s staff as users with limited permissions:

  1. Log in to your Hubdoc partner organization
  2. From the Organizations page, select the client organization
  3. From your client’s organization, select the gear icon
  4. Select the Users tab
  5. Enter the user’s email address, and select the user role you wish them to have (Upload Only, Standard, or Accountant/Bookkeeper). Adjust permissions if applicable.
  6. Click Send Invite.

If the user is new to Hubdoc, they will be sent an invitation email prompting them to confirm their account and create a password. (Sometimes this email can end up in the spam folder – please remind your clients to check here!).

 

Get your client started

Now the client’s Hubdoc organization is set up and you’ve invited the client to access it, we recommend they begin uploading documents and set up automated connections to their online suppliers and banks.

 

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