Add a User to a Hubdoc account

This process allows us to get access to Hubdoc accounts who are held by the Client.

Author: Emma Klymenko

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1. Go to Hubdoc

2. Click on the settings 'cog' in the top right hand corner

3. Click on Users

4. Click on Invite a User

5. Enter our email address, info@wearebpb.com.au, as the user's email address

Then select "Accountant/Bookkeeper"

6. Click on Send Invite

7. We will now receive an email request to access to your Hubdoc.