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eConnect. Todos los derechos reservados.",{},"/es/settings",{"description":857},"es/settings","2O3qLRyoxC9rNddtcfImJKC_uaaCYLhsntnovrYwMkU",{"id":1002,"title":350,"auth":22,"body":1003,"canonical":22,"description":1253,"extension":865,"icon":22,"image":22,"keywords":1254,"last_reviewed":1263,"last_updated":1264,"layout":1265,"listed":43,"meta":1266,"nav_column":22,"nav_tab":22,"navigation":581,"no_index":43,"path":351,"redirect":22,"schema_type":1268,"search_boost":22,"seo":1269,"seo_description":22,"seo_title":22,"show_chat":581,"stem":352,"translationKey":1270,"__hash__":1271},"product/es/5.docs/1.producto/1.platform/8.intermediarios/8.colaborar.md",{"type":854,"value":1004,"toc":1241},[1005,1009,1013,1018,1026,1029,1069,1072,1075,1078,1081,1103,1106,1110,1113,1118,1137,1140,1144,1147,1151,1158,1165,1174,1178,1181,1184,1188,1194,1197,1204,1216],[1006,1007,350],"h1",{"id":1008},"colaborar",[1010,1011,1012],"p",{},"Tras crear un partnership, el intermediario y el cliente pueden colaborar de múltiples formas dentro de la plataforma eConnect. Puede compartir documentos, delegar tareas y revisar conjuntamente las facturas de compra. En este artículo descubrirá cómo organizar la colaboración en la práctica.",[1014,1015,1017],"h2",{"id":1016},"acceso-a-las-organizaciones-del-cliente","Acceso a las organizaciones del cliente",[1010,1019,1020,1021,1025],{},"Una vez que el partnership está activo, como intermediario puede obtener acceso a las organizaciones de su cliente. Esto no ocurre automáticamente: un administrador debe añadirle primero como ",[1022,1023,1024],"strong",{},"miembro"," a la organización correspondiente.",[1010,1027,1028],{},"Hay dos niveles de acceso:",[1030,1031,1032,1045],"table",{},[1033,1034,1035],"thead",{},[1036,1037,1038,1042],"tr",{},[1039,1040,1041],"th",{},"Permiso",[1039,1043,1044],{},"Qué puede hacer",[1046,1047,1048,1059],"tbody",{},[1036,1049,1050,1056],{},[1051,1052,1053],"td",{},[1022,1054,1055],{},"Miembro",[1051,1057,1058],{},"Consultar, crear y enviar documentos para esa organización",[1036,1060,1061,1066],{},[1051,1062,1063],{},[1022,1064,1065],{},"Administrador",[1051,1067,1068],{},"Todos los permisos de miembro, más añadir y eliminar miembros",[1010,1070,1071],{},"Como intermediario, el rol \"Miembro\" suele ser suficiente. Con él obtiene acceso a las facturas, pedidos y otros documentos de la organización del cliente, sin poder modificar la configuración de la organización.",[1014,1073,303],{"id":1074},"compartir-documentos",[1010,1076,1077],{},"Dentro de la plataforma puede compartir documentos con compañeros, clientes y partners. Compartir funciona desde tres ubicaciones: Documentos, Bandeja de entrada y Bandeja de salida.",[1010,1079,1080],{},"Al compartir elige quién obtiene acceso y qué permisos recibe:",[1082,1083,1084,1091,1097],"ul",{},[1085,1086,1087,1090],"li",{},[1022,1088,1089],{},"Acceso completo",": leer, editar y conceder permisos a otros",[1085,1092,1093,1096],{},[1022,1094,1095],{},"Puede editar",": editar y leer, pero no puede conceder permisos",[1085,1098,1099,1102],{},[1022,1100,1101],{},"Solo lectura",": solo consultar, sin modificaciones",[1010,1104,1105],{},"Puede compartir documentos con usuarios individuales, con grupos o con organizaciones completas. Así determina exactamente quién ve qué.",[1014,1107,1109],{"id":1108},"utilizar-grupos-para-la-colaboración","Utilizar grupos para la colaboración",[1010,1111,1112],{},"Los grupos son un instrumento potente para organizar la colaboración. Un grupo es un conjunto de usuarios que comparten acceso a los mismos documentos.",[1114,1115,1117],"h3",{"id":1116},"crear-un-grupo","Crear un grupo",[1119,1120,1121,1127,1134],"ol",{},[1085,1122,1123,1124,1126],{},"Vaya a ",[1022,1125,295],{}," en el menú lateral.",[1085,1128,1129,1130,1133],{},"Haga clic en ",[1022,1131,1132],{},"Crear grupo",".",[1085,1135,1136],{},"Busque usuarios por nombre y añádalos.",[1010,1138,1139],{},"Puede añadir usuarios de su propio entorno y de entornos partner al mismo grupo. Así crea, por ejemplo, un grupo \"Equipo financiero Cliente X\" con sus propios compañeros y los empleados relevantes del cliente.",[1114,1141,1143],{"id":1142},"grupos-como-modelo-de-permisos","Grupos como modelo de permisos",[1010,1145,1146],{},"Los grupos también pueden utilizarse como alternativa al modelo estándar de permisos. En lugar de hacer a alguien miembro de una organización completa, comparte documentos específicos con un grupo. Así otorga acceso selectivo sin conceder permisos completos de organización.",[1014,1148,1150],{"id":1149},"gestores-de-relaciones","Gestores de relaciones",[1010,1152,1153,1154,1157],{},"Dentro de un partnership puede designar ",[1022,1155,1156],{},"gestores de relaciones",". Un gestor de relaciones coordina la colaboración entre los dos entornos. Puede designar varios gestores de relaciones por partnership.",[1010,1159,1160,1161,1164],{},"Un gestor de relaciones se conecta a través de ",[1022,1162,1163],{},"Partners > Gestores de relaciones > Conectar",". El rol de gestor de relaciones debe asignarse por separado por un administrador desde la gestión de usuarios.",[1166,1167,1168],"blockquote",{},[1010,1169,1170,1173],{},[1022,1171,1172],{},"Consejo",": designe un gestor de relaciones si gestiona varios clientes. Así hay un punto de contacto fijo por relación de cliente que supervisa la colaboración.",[1014,1175,1177],{"id":1176},"delegar-tareas-entre-entornos","Delegar tareas entre entornos",[1010,1179,1180],{},"Si utiliza el Workflow Engine (disponible como complemento), puede delegar tareas a usuarios en un entorno partner. Por ejemplo, para la aprobación de facturas de compra: el intermediario recibe la factura, realiza un primer control y delega la tarea de aprobación al cliente.",[1010,1182,1183],{},"El cliente ve la tarea en su propio entorno y puede aprobar, rechazar o devolver la delegación. Todos los pasos quedan registrados en un registro de auditoría.",[1014,1185,1187],{"id":1186},"escenario-práctico","Escenario práctico",[1010,1189,1190,1193],{},[1022,1191,1192],{},"Despacho de asesoría con 20 clientes",": el despacho tiene un único entorno eConnect propio. A través de solicitudes de autorización se han conectado todos los clientes. Por cada cliente hay un partnership. El asesor es miembro de las organizaciones de los clientes y puede consultar facturas y gestionar la conexión de software. Para cada cliente se ha creado un grupo con el asesor y el responsable financiero del cliente. Las facturas de compra se reenvían a través del Workflow Engine al cliente para su aprobación. El asesor mantiene la visión general desde un único panel.",[1195,1196],"hr",{},[1010,1198,1199,1200,1133],{},"¿Desea crear un partnership para poder colaborar? ",[1201,1202,1203],"a",{"href":331},"Lea cómo vincular un cliente",[1205,1206,1213],"e-button",{"className":1207,"color":1209,"target":1210,"to":1211,"variant":1212},[1208],"mt-4","accent","_blank","https://platform.econnect.eu","solid",[1010,1214,1215],{},"Gestionar sus clientes",[1217,1218,1219],"docs-related",{},[1082,1220,1221,1226,1231,1236],{},[1085,1222,1223],{},[1201,1224,1225],{"href":331},"Vincular un cliente mediante la solicitud de autorización",[1085,1227,1228],{},[1201,1229,1230],{"href":323},"Partnership explicado",[1085,1232,1233],{},[1201,1234,1235],{"href":335},"Aceptar la solicitud de autorización de su asesor",[1085,1237,1238],{},[1201,1239,1240],{"href":347},"¿Dónde encuentro las claves para conectar a mi cliente?",{"title":857,"searchDepth":858,"depth":858,"links":1242},[1243,1244,1245,1250,1251,1252],{"id":1016,"depth":858,"text":1017},{"id":1074,"depth":858,"text":303},{"id":1108,"depth":858,"text":1109,"children":1246},[1247,1249],{"id":1116,"depth":1248,"text":1117},3,{"id":1142,"depth":1248,"text":1143},{"id":1149,"depth":858,"text":1150},{"id":1176,"depth":858,"text":1177},{"id":1186,"depth":858,"text":1187},"Cómo colaboran intermediario y cliente: compartir documentos, grupos y permisos.",[1255,1256,1257,1258,1259,1260,1261,1262],"eConnect colaborar con cliente","intermediario gestionar cliente","gestor relaciones eConnect","compartir documentos eConnect","cómo colaboro con clientes eConnect","eConnect asesor consultar documentos","eConnect partner acceso organización","eConnect delegar tareas partner","2026-07-22","2026-03-08","docs",{"og_image":1267},"/images/og/docs-gebruiken.png","Article",{"title":350,"description":1253},"platform/intermediairs/samenwerken","6-VNSFXyAoVV481zTvOs3Cj_Ty-aL-E7G210PLgnGPk",[1273,1278,1283,1287,1292,1297,1301,1305,1310],{"id":1274,"path":1275,"stem":1276,"title":1277},"home/cs/index.md","/cs","cs/index","Domů",{"id":1279,"path":1280,"stem":1281,"title":1282},"home/de/index.md","/de","de/index","Home",{"id":1284,"path":1285,"stem":1286,"title":1282},"home/en/index.md","/en","en/index",{"id":1288,"path":1289,"stem":1290,"title":1291},"home/es/index.md","/es","es/index","Inicio",{"id":1293,"path":1294,"stem":1295,"title":1296},"home/fr/index.md","/fr","fr/index","Accueil",{"id":1298,"path":1299,"stem":1300,"title":1282},"home/it/index.md","/it","it/index",{"id":1302,"path":1303,"stem":1304,"title":1282},"home/nl/index.md","/nl","nl/index",{"id":1306,"path":1307,"stem":1308,"title":1309},"home/pl/index.md","/pl","pl/index","Strona główna",{"id":1311,"path":1312,"stem":1313,"title":1314},"home/sk/index.md","/sk","sk/index","Domov",[1316,1325,1331,1338,1345,1352,1359,1367,1374,1382,1389,1395,1402,1420,1426,1433,1438,1444,1450,1455,1461,1468,1474,1480,1487,1493,1499,1506,1511,1518,1525,1533,1540,1547,1555,1563,1570,1576,1585,1591,1595,1600,1606,1612,1619,1625,1632,1639,1644,1650,1656,1662,1667,1673,1679,1691,1699,1706,1714,1721,1727,1733,1745,1751,1757,1763,1770,1777,1784,1792,1799,1806,1813,1819,1825,1829,1836,1843,1848,1855,1861,1866,1872,1878,1884,1889,1894,1899,1905,1911,1916,1925,1931,1937,1943,1949,1956,1963,1970,1976,1983,1992,1998,2004,2009,2015,2020,2025,2032,2038,2044,2050,2056,2062,2068,2074,2079,2084,2089,2095,2102,2108,2114,2119,2126,2130,2136,2141,2147,2153,2159,2163,2169,2173],{"id":1317,"path":1318,"stem":1319,"title":1320,"description":1321,"icon":1322,"image":22,"columns":22,"tabs":22,"nav_column":22,"nav_tab":1323,"external_url":22,"navigation":581,"redirect":1324},"sections/es/1.soluciones/20.sector-wholesale-distribution.md","/es/soluciones/sector-wholesale-distribution","es/1.soluciones/20.sector-wholesale-distribution","Wholesale and distribution","E-invoicing and invoice processing for wholesale and distribution. Multi-format support, Peppol connectivity and.","box","industries","/es/industries",{"id":1326,"path":1327,"stem":1328,"title":1329,"description":1330,"icon":253,"image":22,"columns":22,"tabs":22,"nav_column":22,"nav_tab":1323,"external_url":22,"navigation":581,"redirect":1324},"sections/es/1.soluciones/23.sector-manufacturing.md","/es/soluciones/sector-manufacturing","es/1.soluciones/23.sector-manufacturing","Manufacturing","E-invoicing and invoice processing for manufacturing and industry. Multi-format support, international routing and.",{"id":1332,"path":1333,"stem":1334,"title":1335,"description":1336,"icon":1337,"image":22,"columns":22,"tabs":22,"nav_column":22,"nav_tab":1323,"external_url":22,"navigation":581,"redirect":1324},"sections/es/1.soluciones/24.sector-retail-ecommerce.md","/es/soluciones/sector-retail-ecommerce","es/1.soluciones/24.sector-retail-ecommerce","Retail and e-commerce","E-invoicing and invoice processing for retail and e-commerce. 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