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.
Geraint Kozel
shared this idea
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Robert Mitchell
commented
If I have access to the Client's Xero, I should have access to the HubDoc of the client as well, it's near impossible to get the client who isn't very tech savvy or a very busy office to set aside time to find who hasn't got access to which client's HubDoc despite having access to the Xero!
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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.