Share documents with customers and accountants

Use case

Customers

• Every customer will only see their own category.
• A customer can only upload documents to their own category.

Accountants

• Can access categories of customers (optionally, only those customers to whom each accountant has been assigned).
• Can upload files to these categories.

Solution

Create user group

1. Navigate to Documents > Groups > New.
2. Set title to Accountants.
3. Assign users to the Accountants group.

4. Click Save.

Create documents page

1. Navigate to Pages > Add New (or edit an existing page of your choice).
2. Set Title to Documents (or just use the current title if editing an existing page).
3. Add a Hierarchical List block.

4. Click Publish/Update.

Create categories

1. Navigate to Documents > Categories.
2. Click New.
3. Set Title to the name of the customer.
4. Under the Permissions tab set the following options:

• Documents View
  • Groups: Accountants
  • Users: Frank
• Documents Upload
• Groups: Accountants
• Users: Frank
• Categories View
• Groups: Accountants
• Users: Frank

Note: If you are assigning individual accountants to individual customers, set the above Groups to Admins only and add the accountant's permissions as a User, alongside Frank, instead.

5. Repeat the create categories steps, above, for every customer.