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All rights reserved.",{},"/en/settings",{"description":874},"en/settings","WEQ4qT3y_0itGXSQasjrX3_o5unwpfXobFSFaaR_o98",{"id":1076,"title":353,"auth":21,"body":1077,"canonical":21,"description":1329,"extension":882,"icon":21,"image":21,"keywords":1330,"last_reviewed":1337,"last_updated":1337,"layout":1338,"listed":42,"meta":1339,"nav_column":21,"nav_tab":21,"navigation":595,"no_index":42,"path":354,"redirect":21,"schema_type":1341,"search_boost":21,"seo":1342,"seo_description":21,"seo_title":21,"show_chat":595,"stem":355,"translationKey":1343,"__hash__":1344},"product/en/5.docs/1.product/1.platform/8.intermediaries/8.collaboration.md",{"type":871,"value":1078,"toc":1317},[1079,1084,1088,1093,1101,1104,1144,1147,1151,1154,1157,1179,1182,1186,1189,1194,1213,1216,1220,1223,1227,1234,1241,1250,1254,1257,1260,1264,1270,1273,1280,1292],[1080,1081,1083],"h1",{"id":1082},"collaborating-as-an-intermediary-and-client","Collaborating as an intermediary and client",[1085,1086,1087],"p",{},"After creating a partnership you can collaborate in multiple ways as intermediary and client within the eConnect platform. You can share documents, delegate tasks and review purchase invoices together. This article explains how to set up the collaboration in practice.",[1089,1090,1092],"h2",{"id":1091},"access-to-client-organisations","Access to client organisations",[1085,1094,1095,1096,1100],{},"Once the partnership is active, you as an intermediary can gain access to your client's organisations. This does not happen automatically: an administrator must first add you as a ",[1097,1098,1099],"strong",{},"member"," to the relevant organisation.",[1085,1102,1103],{},"There are two levels of access:",[1105,1106,1107,1120],"table",{},[1108,1109,1110],"thead",{},[1111,1112,1113,1117],"tr",{},[1114,1115,1116],"th",{},"Permission",[1114,1118,1119],{},"What you can do",[1121,1122,1123,1134],"tbody",{},[1111,1124,1125,1131],{},[1126,1127,1128],"td",{},[1097,1129,1130],{},"Member",[1126,1132,1133],{},"View, create and send documents for that organisation",[1111,1135,1136,1141],{},[1126,1137,1138],{},[1097,1139,1140],{},"Administrator",[1126,1142,1143],{},"All member permissions, plus add and remove members",[1085,1145,1146],{},"As an intermediary, the \"Member\" role is usually sufficient. This gives you access to the invoices, orders and other documents of the client organisation without being able to modify the organisation settings.",[1089,1148,1150],{"id":1149},"sharing-documents","Sharing documents",[1085,1152,1153],{},"Within the platform you can share documents with colleagues, clients and partners. Sharing works from three locations: Documents, Inbox IN and Inbox OUT.",[1085,1155,1156],{},"When sharing you choose who gets access and what permissions they have:",[1158,1159,1160,1167,1173],"ul",{},[1161,1162,1163,1166],"li",{},[1097,1164,1165],{},"Full access",": read, edit and pass on permissions to others",[1161,1168,1169,1172],{},[1097,1170,1171],{},"Can edit",": edit and read, but cannot pass on permissions",[1161,1174,1175,1178],{},[1097,1176,1177],{},"Read only",": view only, no modifications",[1085,1180,1181],{},"You can share documents with individual users, groups or entire organisations. This way you determine exactly who sees what.",[1089,1183,1185],{"id":1184},"using-groups-for-collaboration","Using groups for collaboration",[1085,1187,1188],{},"Groups are a powerful tool for organising collaboration. A group is a collection of users who share access to the same documents.",[1190,1191,1193],"h3",{"id":1192},"creating-a-group","Creating a group",[1195,1196,1197,1203,1210],"ol",{},[1161,1198,1199,1200,1202],{},"Go to ",[1097,1201,298],{}," in the left menu.",[1161,1204,1205,1206,1209],{},"Click ",[1097,1207,1208],{},"Create group",".",[1161,1211,1212],{},"Search for users by name and add them.",[1085,1214,1215],{},"You can add users from your own environment and from partner environments to the same group. For example, you can create a group \"Finance team Client X\" containing your own colleagues and the relevant employees of the client.",[1190,1217,1219],{"id":1218},"groups-as-a-permissions-model","Groups as a permissions model",[1085,1221,1222],{},"Groups can also be used as an alternative to the standard permissions model. Instead of making someone a member of an entire organisation, you share specific documents with a group. This way you provide selective access without granting full organisation permissions.",[1089,1224,1226],{"id":1225},"relationship-managers","Relationship managers",[1085,1228,1229,1230,1233],{},"Within a partnership you can designate ",[1097,1231,1232],{},"relationship managers",". A relationship manager coordinates the collaboration between the two environments. You can set up multiple relationship managers per partnership.",[1085,1235,1236,1237,1240],{},"You connect a relationship manager via ",[1097,1238,1239],{},"Partners > Relationship managers > Connect",". The relationship manager role must be assigned separately by an administrator from user management.",[1242,1243,1244],"blockquote",{},[1085,1245,1246,1249],{},[1097,1247,1248],{},"Tip",": appoint a relationship manager if you manage multiple clients. This provides a dedicated contact point per client relationship who oversees the collaboration.",[1089,1251,1253],{"id":1252},"cross-environment-task-delegation","Cross-environment task delegation",[1085,1255,1256],{},"If you use the Workflow Engine (available as an add-on), you can delegate tasks to users in a partner environment. For example: the intermediary receives the invoice, performs an initial check and delegates the approval task to the client.",[1085,1258,1259],{},"The client sees the task in their own environment and can approve, reject or delegate back. All steps are recorded in an audit log.",[1089,1261,1263],{"id":1262},"practical-scenario","Practical scenario",[1085,1265,1266,1269],{},[1097,1267,1268],{},"Accounting firm with 20 clients",": the firm has one eConnect environment of its own. Via authorisation requests all clients are linked. Per client there is a partnership. The accountant is a member of the client organisations and can view invoices and manage the software connection. For each client a group has been created containing the accountant and the financially responsible person at the client. Purchase invoices are forwarded to the client for approval via the Workflow Engine. The accountant maintains the overview from a single dashboard.",[1271,1272],"hr",{},[1085,1274,1275,1276,1209],{},"Want to create a partnership to start collaborating? ",[1277,1278,1279],"a",{"href":334},"Read how to link a client",[1281,1282,1289],"e-button",{"className":1283,"color":1285,"target":1286,"to":1287,"variant":1288},[1284],"mt-4","accent","_blank","https://platform.econnect.eu","solid",[1085,1290,1291],{},"Manage your clients",[1293,1294,1295],"docs-related",{},[1158,1296,1297,1302,1307,1312],{},[1161,1298,1299],{},[1277,1300,1301],{"href":334},"Link a client via the authorisation request",[1161,1303,1304],{},[1277,1305,1306],{"href":326},"Partnerships explained",[1161,1308,1309],{},[1277,1310,1311],{"href":338},"Accept your accountant's authorisation request",[1161,1313,1314],{},[1277,1315,1316],{"href":350},"Where to find the keys to connect your client",{"title":874,"searchDepth":875,"depth":875,"links":1318},[1319,1320,1321,1326,1327,1328],{"id":1091,"depth":875,"text":1092},{"id":1149,"depth":875,"text":1150},{"id":1184,"depth":875,"text":1185,"children":1322},[1323,1325],{"id":1192,"depth":1324,"text":1193},3,{"id":1218,"depth":1324,"text":1219},{"id":1225,"depth":875,"text":1226},{"id":1252,"depth":875,"text":1253},{"id":1262,"depth":875,"text":1263},"How intermediaries and clients collaborate: share documents, groups and permissions.",[1331,1332,1333,1334,1335,1336],"eConnect collaborate with client","intermediary manage client","relationship manager eConnect","share documents eConnect","how to collaborate with clients in eConnect","eConnect accountant view documents","2026-07-22","docs",{"og_image":1340},"/images/og/docs.png","Article",{"title":353,"description":1329},"platform/intermediairs/samenwerken","ITcIJ4dc46nB9BSMhHUTzduE2CrbZgDLUhb5jZqbJC4",[1346,1351,1356,1360,1365,1370,1374,1378,1383],{"id":1347,"path":1348,"stem":1349,"title":1350},"home/cs/index.md","/cs","cs/index","Domů",{"id":1352,"path":1353,"stem":1354,"title":1355},"home/de/index.md","/de","de/index","Home",{"id":1357,"path":1358,"stem":1359,"title":1355},"home/en/index.md","/en","en/index",{"id":1361,"path":1362,"stem":1363,"title":1364},"home/es/index.md","/es","es/index","Inicio",{"id":1366,"path":1367,"stem":1368,"title":1369},"home/fr/index.md","/fr","fr/index","Accueil",{"id":1371,"path":1372,"stem":1373,"title":1355},"home/it/index.md","/it","it/index",{"id":1375,"path":1376,"stem":1377,"title":1355},"home/nl/index.md","/nl","nl/index",{"id":1379,"path":1380,"stem":1381,"title":1382},"home/pl/index.md","/pl","pl/index","Strona główna",{"id":1384,"path":1385,"stem":1386,"title":1387},"home/sk/index.md","/sk","sk/index","Domov",[1389,1398,1405,1413,1421,1429,1437,1446,1453,1460,1467,1475,1482,1489,1505,1512,1517,1523,1529,1535,1541,1548,1554,1561,1569,1575,1583,1590,1598,1603,1608,1615,1621,1628,1636,1644,1651,1657,1666,1672,1678,1684,1690,1696,1703,1710,1714,1718,1725,1729,1735,1741,1746,1751,1757,1763,1774,1782,1790,1797,1803,1808,1819,1825,1830,1836,1841,1847,1853,1861,1867,1873,1880,1886,1892,1896,1903,1908,1914,1922,1926,1933,1939,1944,1949,1954,1960,1965,1971,1978,1983,1993,1999,2005,2011,2017,2024,2030,2036,2042,2049,2059,2065,2071,2076,2083,2088,2093,2097,2100,2104,2108,2112,2116,2119,2123,2128,2132,2136,2141,2147,2153,2159,2165,2171,2177,2183,2189,2195,2201,2207,2213,2219,2223,2229,2233],{"id":1390,"path":1391,"stem":1392,"title":1393,"description":1394,"icon":1395,"image":21,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1396,"external_url":21,"navigation":595,"redirect":1397},"sections/en/1.solutions/20.sector-wholesale-distribution.md","/en/solutions/sector-wholesale-distribution","en/1.solutions/20.sector-wholesale-distribution","Wholesale and distribution","E-invoicing and invoice processing for wholesale and distribution. Multi-format support, Peppol connectivity and international routing.","box","industries","/en/industries/wholesale-and-distribution",{"id":1399,"path":1400,"stem":1401,"title":1402,"description":1403,"icon":256,"image":21,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1396,"external_url":21,"navigation":595,"redirect":1404},"sections/en/1.solutions/23.sector-manufacturing.md","/en/solutions/sector-manufacturing","en/1.solutions/23.sector-manufacturing","Manufacturing","E-invoicing and invoice processing for manufacturing and industry. Multi-format support, international routing and automated processing.","/en/industries/manufacturing",{"id":1406,"path":1407,"stem":1408,"title":1409,"description":1410,"icon":1411,"image":21,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1396,"external_url":21,"navigation":595,"redirect":1412},"sections/en/1.solutions/24.sector-retail-ecommerce.md","/en/solutions/sector-retail-ecommerce","en/1.solutions/24.sector-retail-ecommerce","Retail and e-commerce","E-invoicing and invoice processing for retail and e-commerce. High volumes of incoming invoices, Peppol for business suppliers.","shopping-cart","/en/industries/retail-and-ecommerce",{"id":1414,"path":1415,"stem":1416,"title":1417,"description":1418,"icon":1419,"image":21,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1396,"external_url":21,"navigation":595,"redirect":1420},"sections/en/1.solutions/25.sector-business-services.md","/en/solutions/sector-business-services","en/1.solutions/25.sector-business-services","Business services","E-invoicing for business service providers. Send via Peppol or invoice portal, from your accounting package or API integration.","briefcase","/en/industries/business-services",{"id":1422,"path":1423,"stem":1424,"title":1425,"description":1426,"icon":1427,"image":21,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1396,"external_url":21,"navigation":595,"redirect":1428},"sections/en/1.solutions/30.sector-higher-education.md","/en/solutions/sector-higher-education","en/1.solutions/30.sector-higher-education","Hogescholen en universiteiten","E-facturatie voor hoger onderwijs. Peppol-compliant, NLCIUS, OIN-validatie en inkooporderkoppeling.","government","/nl/sectoren/hogescholen-en-universiteiten",{"id":1430,"path":1431,"stem":1432,"title":1433,"description":1434,"icon":1435,"image":21,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1436,"external_url":21,"navigation":595,"redirect":21},"sections/en/1.solutions/automatic-transformation.md","/en/solutions/automatic-transformation","en/1.solutions/automatic-transformation","Automatische transformatie","Automatische conversie tussen factuurformaten zoals UBL en XRechnung.","translate","ai-processing",{"id":1438,"path":1439,"stem":1440,"title":1441,"description":1442,"icon":1443,"image":1444,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1445,"external_url":21,"navigation":595,"redirect":21},"sections/en/1.solutions/benefits-e-invoicing.md","/en/solutions/benefits-e-invoicing","en/1.solutions/benefits-e-invoicing","Benefits of e‑invoicing","Lower costs, faster payment and less fraud, with figures from practice.","thumbsup","/images/sfeer/sfeer-duo-monitor.jpg","smooth-e-invoicing",{"id":1447,"path":1448,"stem":1449,"title":1450,"description":1451,"icon":1452,"image":21,"columns":21,"tabs":21,"nav_column":21,"nav_tab":21,"external_url":21,"navigation":42,"redirect":21},"sections/en/1.solutions/branches.md","/en/solutions/branches","en/1.solutions/branches","Branches","Sectorspecifieke e-facturatie voor de grootste branches en niches.","category",{"id":1454,"path":1455,"stem":1456,"title":1457,"description":1458,"icon":119,"image":1459,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1445,"external_url":21,"navigation":595,"redirect":21},"sections/en/1.solutions/e-invoicing.md","/en/solutions/e-invoicing","en/1.solutions/e-invoicing","What is e‑invoicing","XML invoice that software processes directly via Peppol, with routing and formats.","/images/sfeer/sfeer-collega-greenroom-lach.jpg",{"id":1461,"path":1462,"stem":1463,"title":1464,"description":1465,"icon":1466,"image":21,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1436,"external_url":21,"navigation":595,"redirect":21},"sections/en/1.solutions/e-ordering.md","/en/solutions/e-ordering","en/1.solutions/e-ordering","E‑ordering","Purchase-to-pay via Peppol: van order tot factuurmatching.","circle-check",{"id":1468,"path":1469,"stem":1470,"title":1471,"description":1472,"icon":1473,"image":1474,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1445,"external_url":21,"navigation":595,"redirect":21},"sections/en/1.solutions/e-procurement.md","/en/solutions/e-procurement","en/1.solutions/e-procurement","E‑procurement","Procurement from order to invoice, including matching via Peppol.","assignment-check","/images/sfeer/sfeer-developer-scherm-analyse.jpg",{"id":1476,"path":1477,"stem":1478,"title":1479,"description":1480,"icon":1481,"image":1444,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1436,"external_url":21,"navigation":595,"redirect":21},"sections/en/1.solutions/email-classification.md","/en/solutions/email-classification","en/1.solutions/email-classification","E-mailclassificatie","Classificeert inkomende e-mails; alleen relevante documenten naar verwerking.","envelope",{"id":1483,"path":1484,"stem":1485,"title":1486,"description":1487,"icon":1488,"image":1474,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1436,"external_url":21,"navigation":595,"redirect":21},"sections/en/1.solutions/hybrid-processing.md","/en/solutions/hybrid-processing","en/1.solutions/hybrid-processing","Hybride verwerking","E-facturen, PDF's en scans in een stroom, zonder handmatige triage.","workflow",{"id":1490,"path":1491,"stem":1492,"title":887,"description":1493,"icon":119,"image":21,"columns":1494,"tabs":1498,"nav_column":21,"nav_tab":21,"external_url":21,"navigation":595,"redirect":21},"sections/en/1.solutions/index.md","/en/solutions","en/1.solutions/index","E-invoicing solutions for large organisations. Send at scale, automate processing and run sector-specific Peppol routes, on a single platform.",[1495,1496,1497],{"key":1445,"label":890},{"key":1436,"label":893},{"key":1396,"label":896},[1499,1501,1503],{"key":1445,"label":890,"link":1500},"/en/smooth-e-invoicing",{"key":1436,"label":893,"link":1502},"/en/ai-processing",{"key":1396,"label":896,"link":1504},"/en/industries",{"id":1506,"path":1507,"stem":1508,"title":1509,"description":1510,"icon":1511,"image":21,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1445,"external_url":21,"navigation":595,"redirect":21},"sections/en/1.solutions/international-invoicing.md","/en/solutions/international-invoicing","en/1.solutions/international-invoicing","International invoicing","Multiple countries from one platform, with local formats and ViDA-ready.","globe",{"id":1513,"path":1514,"stem":1515,"title":901,"description":1516,"icon":356,"image":21,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1445,"external_url":21,"navigation":595,"redirect":21},"sections/en/1.solutions/invoice-portal.md","/en/solutions/invoice-portal","en/1.solutions/invoice-portal","Send free e-invoices via Peppol. Create an account in minutes and start right away. Ideal for freelancers and small businesses.",{"id":1518,"path":1519,"stem":1520,"title":1521,"description":1522,"icon":422,"image":21,"columns":21,"tabs":21,"nav_column":21,"nav_tab":21,"external_url":21,"navigation":42,"redirect":21},"sections/en/1.solutions/invoice-processing.md","/en/solutions/invoice-processing","en/1.solutions/invoice-processing","Invoice processing","Process every invoice automatically: PDF, scan, email or e-invoice. From recognition through to posting in your financial software.",{"id":1524,"path":1525,"stem":1526,"title":861,"description":1527,"icon":256,"image":1528,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1445,"external_url":21,"navigation":595,"redirect":21},"sections/en/1.solutions/multichannel.md","/en/solutions/multichannel","en/1.solutions/multichannel","All channels and formats from one integration: Peppol and more.","/images/sfeer/sfeer-trio-laptops.jpg",{"id":1530,"path":1531,"stem":1532,"title":940,"description":1533,"icon":21,"image":21,"columns":21,"tabs":21,"nav_column":21,"nav_tab":21,"external_url":21,"navigation":42,"redirect":1534},"sections/en/1.solutions/peppol-access-point.md","/en/solutions/peppol-access-point","en/1.solutions/peppol-access-point","Redirect to the Peppol Access Point page.","/en/peppol/peppol-access-point",{"id":1536,"path":1537,"stem":1538,"title":943,"description":1539,"icon":21,"image":21,"columns":21,"tabs":21,"nav_column":21,"nav_tab":21,"external_url":21,"navigation":42,"redirect":1540},"sections/en/1.solutions/peppol-smp.md","/en/solutions/peppol-smp","en/1.solutions/peppol-smp","Redirect to the Peppol section page.","/en/peppol/peppol-smp",{"id":1542,"path":1543,"stem":1544,"title":1545,"description":1546,"icon":1547,"image":1474,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1436,"external_url":21,"navigation":595,"redirect":21},"sections/en/1.solutions/rule-based-enrichment.md","/en/solutions/rule-based-enrichment","en/1.solutions/rule-based-enrichment","Rule Based Enrichment","Verrijk factuurdata automatisch met stamgegevens en boekingscodes.","precision",{"id":1549,"path":1550,"stem":1551,"title":1552,"description":1553,"icon":422,"image":21,"columns":21,"tabs":21,"nav_column":21,"nav_tab":1436,"external_url":21,"navigation":595,"redirect":21},"sections/en/1.solutions/scan-and-recognize.md","/en/solutions/scan-and-recognize","en/1.solutions/scan-and-recognize","Scan & Herken","Stuur een PDF, scan of foto in en ontvang een gevalideerde e-factuur terug. 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