Hubdoc - Replicate Xero HQ access in Hubdoc
Need a better user management/access experience in HubDoc. Currently the practice user who set up the Hubdoc account needs to invite all other practice users into the client. Would it be possible to merge the Hubdoc access into the Xero HQ access or replicate the HQ access system in HubDoc.
19
votes
Geraint Kozel
shared this idea
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Julie Barr commented
Would be great if when I allocated staff access to a client file in HQ this access flowed through to Hubdoc. At the moment I have to give staff access in both HQ to the client and then go to Hubdoc and provide access. Obviously then I have the same issue when I need to remove a staff member - I need to do it in both places.