{"id":2112,"date":"2018-10-04T17:55:40","date_gmt":"2018-10-04T20:55:40","guid":{"rendered":"https:\/\/ayuda.xubio.com\/?p=2112"},"modified":"2026-02-19T20:00:39","modified_gmt":"2026-02-19T23:00:39","slug":"como-invito-a-un-cliente-a-xubio","status":"publish","type":"post","link":"https:\/\/ayuda.xubio.com\/es-co\/como-invito-a-un-cliente-a-xubio\/","title":{"rendered":"\u00bfC\u00f3mo invito a un cliente a Xubio?"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_4_5 4_5 fusion-four-fifth fusion-column-first\" style=\"width:80%;width:calc(80% - ( ( 4% ) * 0.8 ) );margin-right: 4%;margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left\" style=\"margin:0;\">\u00bfC\u00f3mo invito a un cliente a Xubio?<\/h1><\/div><div class=\"fusion-text fusion-text-1\"><p><strong>Pasos para invitar un cliente a Xubio<\/strong><\/p>\n<\/div><div class=\"fusion-text fusion-text-2\"><p>1. En la parte superior derecha, selecciona en el icono del &#8220;Edificio&#8221; el nombre de la empresa a la cual deseas invitar a Xubio.<\/p>\n<p>2. Una vez <span style=\"font-weight: 400;\">dentro del panel de tu cliente,<\/span> ingresa en la tuerca superior derecha, en \u201cConfiguraci\u00f3n \/ Invitar Cliente\u201d.<\/p>\n<p>3. En el campo \u201ce-mail\u201d debes ingresar el correo de tu cliente que ser\u00e1 el de su acceso a Xubio.<\/p>\n<p>4. Cuando env\u00edes la invitaci\u00f3n, le llegar\u00e1 al correo de tu cliente un link para que asigne la contrase\u00f1a, donde comenzara acceder a su empresa con su e-mail y clave.<\/p>\n<\/div><div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"margin-left: auto;margin-right: auto;margin-top:20px;width:100%;\"><\/div><div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-text fusion-text-3\"><p><strong>Importante<\/strong><\/p>\n<\/div><div class=\"fusion-text fusion-text-4\"><ul>\n<li>Puedes invitar a tu cliente a utilizar Xubio, de esta manera se simplificar\u00e1 tu trabajo y el de tu cliente.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Al invitar a tu cliente, su empresa se independiza en una cuenta propia (tipo Empresa o Emprendedor). Esto le permite gestionar su informaci\u00f3n de forma aut\u00f3noma y habilitar funciones electr\u00f3nicas, manteniendo siempre el acceso compartido con el Estudio para que puedas seguir supervisando y gestionando su contabilidad como siempre.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">La nueva cuenta iniciar\u00e1 con un plan que cubre todas sus funciones actuales y dispondr\u00e1 de <\/span><b>14 d\u00edas de prueba del plan m\u00e1s completo de acuerdo con el perfil sin costo<\/b><span style=\"font-weight: 400;\">. Una vez aceptada la invitaci\u00f3n, el cliente pasar\u00e1 a ser el titular de la nueva cuenta y los l\u00edmites del plan elegido al finalizar el periodo de prueba, aplicar\u00e1n para ambos accesos a la cuenta (cliente y contador).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Esta transici\u00f3n es exclusiva por cliente. Si un cliente elige un plan con l\u00edmite de 30 facturas, ese tope aplica para la gesti\u00f3n conjunta de esa cuenta, mientras que tus otros clientes permanecen sin cambios en tu panel actual.<\/span><\/li>\n<\/ul>\n<\/div><div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"margin-left: auto;margin-right: auto;margin-top:20px;width:100%;\"><\/div><div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"margin-left: auto;margin-right: auto;margin-top:20px;width:100%;\"><\/div><div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"margin-left: auto;margin-right: auto;margin-top:20px;width:100%;\"><\/div><div class=\"fusion-sep-clear\"><\/div><div class=\"fusion-video fusion-youtube\" style=\"max-width:600px;max-height:360px;\"><div class=\"video-shortcode\"><iframe title=\"YouTube video player 1\" src=\"https:\/\/www.youtube.com\/embed\/yy1YF6HUhTY?wmode=transparent&autoplay=0\" width=\"600\" height=\"360\" allowfullscreen allow=\"autoplay; fullscreen\"><\/iframe><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_5 1_5 fusion-one-fifth fusion-column-last\" style=\"width:20%;width:calc(20% - ( ( 4% ) * 0.2 ) );margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[371],"tags":[],"class_list":["post-2112","post","type-post","status-publish","format-standard","hentry","category-mi-informacion-primeros-pasos-cont-es-co-es-co"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u00bfC\u00f3mo invito a un cliente a Xubio? - Xubio Colombia<\/title>\n<meta name=\"description\" content=\"Pasos para invitar a un cliente a Xubio Colombia. 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