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 only access categories of customers to whom they've been assigned to.
  • Can upload files to these categories.

Solution

1. Create user group

1. Navigate to Users > Groups > Add New Group.
2. Set title to Accountants.
3. Set Group Parent to Author.
4. Click Save & Close.

2. Create menu item

1. Navigate to Menus > All Menu Items.
2. Click New.
3. Set Title to Documents.
4. Set Menu Item Type to DOCman > (Default) Hierarchical.
5. Set Access to Registered.
6. Click Save & Close.

3. Assign users

1. Navigate to Components > DOCman > Users.
2. Select all the accountants.
3. Click Assign to group.
4. Select the Accountants group.
5. Click Assign.

4. Create categories

1. Navigate to Components > DOCman > Categories.
2. Click New.
3. Set Title to the name of the customer.
4. Under Permissions set Access to Groups and select Accountants.
5. Under Permissions set Owner to the customer. A category owner has full access to the category and the ability to upload documents in it.

Repeat these steps for every customer.