PLATFORM · CAPABILITY
Files and documents
Files in EveryonePlans attach to the record they belong to — a customer, a job, an invoice — and inherit that record’s permissions, so access to a document follows access to the thing it is about.
01THE PROBLEM
Why this is worth having
Documents usually live in a shared drive organised by whoever created the folder. The permissions are separate from the permissions on the work, so they drift: a contractor who lost access to the job still has the link to the plans, and nobody notices because the two systems have no opinion about each other.
02HOW IT WORKS
The mechanism
- A file belongs to a record rather than to a folder, so finding it means finding the job, not remembering a naming convention.
- Permissions are inherited from the record. There is no second access model to keep in step with the first.