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Share documents with customers and accountants

Last updated: 22 November 2022

Use case


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


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


Create user group

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

  1. 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.

  1. 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.

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