Introduction
Welcome to Profit First Accounting, where we aim to make your financial management as smooth as possible. To enhance your experience with Hubdoc, we've put together a simple guide on how to add Profit First Accounting Team Member to your Hubdoc organisation.
Step 1: Access Your Hubdoc Organisation Settings
- Navigate to Your Dashboard: Start by logging in to your Hubdoc account and landing on your organisation's dashboard.
- Open Settings: In the top right-hand corner of your dashboard, you'll find the settings icon (looks like a gear or cog). Click on it to access your organisation's settings.
Step 2: Invite a User
- Select the Users Tab: Within the settings, you'll see various tabs. Click on the "Users" tab to manage user access.
- Initiate User Invitation: Under the "Users" tab, you'll find an option to "Invite a User." Click on this to begin the process.
Step 3: Provide User Details and Permissions
- Enter User Email: In the invitation dialog, enter the email address of the user you want to add.
- Assign User Role: Choose the accountant's role from the options provided.
- Customize Permissions: Tailor the permissions to match the user's needs. Adjust these settings as necessary to grant specific access levels.
- Send Invitation: Once you've reviewed and set the permissions, click "Send Invite" to dispatch the invitation.
By following these steps, you can easily add Profit First Accounting Team Member/s with the appropriate access to your Hubdoc organisation, fostering efficient collaboration and management of your financial documents.
If you have any questions or require further assistance, please don't hesitate to contact our dedicated support team. We're here to ensure your experience with Hubdoc is seamless and productive.
Need Further Support?
Contact us via email at admin@profit1st.com.au