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. Group
A group 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 invite users to each group. A user with access to a group automatically has access to every company in that group. This greatly simplifies onboarding and makes collaboration smoother.
Groups can be organised freely to suit your structure, for example:
by client or corporate group,
by geography,
by type of activity,
or by specific project.
Each group 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 groups. 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:
bringing all your groups together,
managing billing centrally via a shared subscription,
managing your colleagues’ access,
customising your experience on Alex (firm logo, custom font, document templates, etc.).
As with groups, you can invite users directly to the organisation. Each one gets a role: Owner, Admin, Editor or Viewer. The Billing role gives access to the organisation’s billing.
Depending on their role, they have access to the organisation’s groups and their companies, allowing you to manage rights efficiently at scale without manual configuration company by company.
3. Managing roles and companies
Role management is central to access on Alex.
For the organisation, each group and each company, you can define user access rights precisely, offering fine granularity and great flexibility in organising your work.
For example:
some users may have direct or restricted access to one or more specific companies,
others may have rights limited to one or more groups,
organisation users may operate directly at organisation level, with a cross-cutting view of all groups and companies.
This approach lets you tailor access to each person's actual responsibilities, while limiting the risk of error or unauthorised access.
Access management in Alex has been designed to handle complex organisations whilst remaining straightforward to use.
By structuring your environment around an organisation, groups 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.