Hubdoc - Permission settings to restrict clients from publishing documents to Xero
When you add a new client to HubDoc, you must enter the client's email address. Once you grant them access, they have full access. More specifically, there are no settings to prevent them from publishing documents to Xero. This is causing a lot of duplication of work for those clients who are "trying to be helpful" by publishing receipts to Xero - they are typically coded incorrectly and often as an AR transaction instead of an AP.
Catherine Lane
shared this idea
Hi Catherine, a more flexible approach to Hubdoc user permissions could make client access easier to manage. In particular, your idea is asking for an option to let users upload documents without giving them publishing access.
I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this matches your workflow, add your vote and tell us how you’d like the permissions structured.
