Create a partnership: find the other environment, send a relationship request and configure permissions.
In addition to the authorisation request (for accountants and intermediaries) you can also manually create a partnership with another organisation. This is useful if you want to collaborate with a supplier, client or partner without the formal authorisation process.
To create a partnership you need:
The other party must have the same requirements.
Log in to platform.econnect.eu and go to Partners in the main menu.
Click Find partners and search for the organisation you want to collaborate with by name or Chamber of Commerce number.
Select the found organisation and click Send relationship request. The other party receives an email with the request.
The other party confirms the relationship request by email. After acceptance the partnership is active.
Go to the partner environment, select the organisation you want to grant access to and add the user as Member or Administrator of that organisation.
Go to Partners > Relationship managers.
Click Connect and select the user you want to appoint as relationship manager.
You can set up multiple relationship managers per partnership.
With an active partnership you can share documents with the partner organisation. Go to a document and choose Share. You can choose from three permission levels:
Documents can be shared with individual users, groups or entire organisations.
Prefer to link a client via the authorisation process? See how the authorisation request works.
Find a partner