Simplify collaboration on Alex
On Alex, access management and collaboration are built on a clear hierarchy: organisation → group → companies.
This makes collaboration easier and centralises the management of your firm. The feature meets the needs of corporate groups as well as chartered accountants, lawyers and statutory auditors.
1. Workspace
A workspace lets you bring together multiple companies within a single scope. It forms the basis for organising and structuring how you manage your companies on Alex.
You can add members to each workspace. A member added to a workspace automatically gains access to all the companies managed by that workspace. This greatly simplifies onboarding and makes collaboration between members smoother.
Workspaces can be organised freely to suit your structure, for example:
by grouping colleagues within the same workspace,
by creating teams by geography,
by type of activity,
or by specific project.
Each workspace is completely isolated from the others. This isolation ensures a clear separation of access rights and data between the different perimeters.
2. Organisation
The organisation is the top level above workspaces. It generally corresponds to your firm or your main entity.
It lets you organise and manage your entire firm from a single point, particularly for:
grouping your workspaces (corporate groups),
managing billing centrally via a shared subscription,
organising your teams,
customising your experience on Alex (firm logo, custom font, document templates, etc.).
As with workspaces, you can add members directly to the organisation. These members are assigned specific roles (reader, administrator, billing management, etc.).
Depending on their role, they will have access to the underlying workspaces and associated companies, allowing you to manage rights efficiently at scale without manual configuration company by company.
4. Managing roles and companies
Role management is central to how workspaces function on Alex.
Within each workspace and organisation, you can define member access rights precisely, offering fine granularity and great flexibility in organising your work.
For example:
some members may have direct or restricted access to one or more specific companies,
others may have rights limited to one or more workspaces,
so-called 'global' members may operate directly at organisation level, with a cross-cutting view of all workspaces and companies.
This approach lets you tailor access to each person's actual responsibilities, while limiting the risk of error or unauthorised access.
Workspace management in Alex has been designed to handle complex organisations whilst remaining straightforward to use.
By structuring your environment around an organisation, workspaces and companies, you get a clear, scalable and secure framework. This architecture makes team collaboration easier, simplifies access administration and supports the growth of your firm or group of companies without unnecessary complexity.
