The relationship manager is a supplementary role on the eConnect platform that is needed for collaboration with other companies and environments. A relationship manager can establish partner relationships, share documents with external parties and gain access to organisations in a linked partner environment.

The relationship manager role is required in the following situations:

• Collaboration with accountants or intermediaries: to process an authorisation request and establish a partnership, your organisation must have a designated relationship manager.
• Sharing documents with external parties: when you want to share invoices or documents with organisations outside your own environment.
• Partnership with other companies: to send a relationship request to another eConnect environment and add members to each other's organisations.

Only an administrator can assign the relationship manager role. Here is how:

The user must have at least the Advanced user role to fully utilise the relationship manager functionality. A basic user can receive the relationship manager role, but cannot establish partner relationships.

You can have multiple relationship managers per environment or per partnership. This is useful when several employees are responsible for collaboration with external parties, for example when different employees each manage a group of clients.

In a partnership, relationship managers are linked via Partners > Relationship managers > Connect. Once the link is established, the relationship managers have mutual access to the organisations shared in the partnership.

The relationship manager role does not replace the environment role; it is a supplement that is assigned separately.

Want to learn more about partnerships and working with accountants? Read more in the Intermediaries section.

• Roles and permissions on the platform
• Share documents with colleagues and partners
• The platform structure