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How to: Add a Spouse or other collaborator to a ClientHub Account and Access Documents

Understanding Login and Document Access Options for Shared and Separate Accounts

When adding a spouse or other collaborator to a client hub account, there are a few options regarding login credentials and access to documents. Here’s a breakdown of the process:

1. Using a Shared Email Address

  • If the collaborator chooses to use a shared email address, they will use the same login information as the primary account holder.
  • This means both individuals will have access to the same documents uploaded to the account, and they will log in with the same credentials.

2. Using a Separate Email Address

  • If the collaborator opts to use their own email address, they will be asked to create a separate login with their own credentials.
  • This allows the spouse to have independent access to the account, including any documents uploaded specifically for them.

Conclusion:

The choice of whether the spouse uses a shared email or a separate one depends on your preferences and how you’d like to manage access. If a shared email is used, both individuals will log in with the same credentials. If a separate email is used, each person will have their own login information for independent access.