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Document Hub - Create Staff users to access Document Hub

Updated over a month ago

Follow the steps below on how to create staff users in Document Hub:

  1. Log in to Document Hub with the Accountant's Practice ID, the username Admin, the Password, Log in.

    Document Hub login page
  2. From the menu on the right, select User Setup, click on Add.

    User Setup page in Document Hub
  3. In the Add Staff user screen, enter the Email Address, First Name and Last Name and Save.

    Add Staff window
  4. The staff user will receive a Document Hub Staff Activation email, click on Activate and follow the prompts.

    Document Hub Staff Activation email

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