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Document Hub - How do I create Staff users to access Document Hub

Updated over 3 weeks ago

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

  1. Log in with the Accountant's Practice ID, the user name Admin, Password, Login

2. From the menu on the right select User Setup, click on Add

3. In the Add Staff user screen, enter the Email Address, First Name and Last Name and Save

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

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