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.