Get started with collaborations

Add customer and assign tasks

Add the customer to enable working with assignments, resource planning, events and collaborations. Add tasks for common work routines such as accounting and declarations.

Add a new customer

Add a new task

Connect task to customer

Editing task for several customers at the same time

Activate collaboration

On the customer's page, you'll find the Collaborations tab where you choose what the customer should have access to. Connect the solution to a customer task.

Collaborate with your customers via Practice management

Customer approves the collaboration

The customer receives an invitation mail and logs in to Spiris and approves the collaboration. Under Settings - Collaborations and the Sent requests tab, you can keep track of who you sent a request to and whether they accepted your invitation.

Written help for Spiris

Terms_and_conditions_for_your customers_when activating_a_service

Acceptera samarbete (in Swedish)

Launch the collaboration solution

When the customer has approved the collaboration, you're good to go! You start the solutions by clicking on the Open solutions icon in the customer overview or via the customer card Open solution.

Changing or modifying a collaboration

If you want to change the availability of a service or modify a collaboration, for example change the invoice recipient, you can easily do so on the collaboration page for the customer. Go to Settings - Collaborations and select the customer you wish to edit.

Show/edit/end active collaborations