Multi-Organization

Overview#

Accounting firms and partner organizations can manage multiple client organizations from a single account. Partners create client organizations, switch between them seamlessly, and use their own configuration as a template when onboarding new clients.

Key Capabilities#

• Create client organizations with configuration copied from the partner
• Switch between organizations in the admin dashboard and AI assistant
• Two onboarding paths: copy existing configuration or start fresh with templates
• Dedicated AI assistant connections per organization

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Organization Hierarchy#

Partner Organization
|
+-- Client Organization A
|   (cloned from template + partner config)
|
+-- Client Organization B
|   (cloned from template + partner config)
|
+-- Client Organization C ...

Standard Organization (standalone, no parent)

• Partner organizations can create and manage client organizations
• Standard organizations are standalone -- the default for all organizations
• Client organizations are standard organizations linked to a partner

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Organization Selection#

Admin Dashboard#

When a user belongs to multiple organizations, an Organization Switcher appears in the sidebar:

• Shows current organization name
• Lists all organizations the user has access to
• Partner organizations are displayed first, then alphabetically
• Single-organization users see no switcher -- the experience is unchanged

Switching organizations triggers a full page refresh to ensure all data reflects the new context.

AI Assistant#

For the AI assistant (Claude.ai), each organization can have its own dedicated connection. The Organizations page in the admin dashboard shows the connection URL for each organization with a copy button, making it easy to set up per-organization AI access.

Users can also switch organizations within a single AI session by asking the assistant.

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Creating Client Organizations#

Two paths are available when creating a client organization:

Path 1: Copy from Entity#

Copies the partner's full configuration from a selected source entity. This is ideal when the client has similar accounting needs to the partner or an existing client.

Path 2: Start Fresh#

Uses country-specific templates to provision a clean organization. Three template selectors are available:

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Configuration Layers#

When creating a client organization with "Copy from Entity", three layers of setup occur:

Layer 1: Schema Structure#

The base table structure, views, triggers, and sequences are created from the system template. This provides the foundational database structure every organization needs.

Layer 2: Organization-Level Configuration#

The partner's customized configuration data is copied to the new client:

Each new organization receives its own unique API keys -- credentials are never shared across organizations.

Layer 3: Entity-Level Configuration (Optional)#

When a source entity is selected, entity-scoped configuration is also copied:

If entity-level configuration copy fails, the organization is still created successfully -- it simply starts without entity-specific settings.

What Is Not Copied#

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Admin Dashboard Pages#

Organizations Page#

For Partner Organizations:

• Current organization card showing name, partner badge, and client count
• "Create Client Organization" button with the two-path dialog
• Client organizations grid showing all child organizations (click to switch)

For Standard Organizations:

• Current organization card
• "Your Organizations" section showing other organizations the user belongs to (only if 2+)

Organization Switcher#

The sidebar switcher behavior:

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Backward Compatibility#

The multi-organization system is fully backward compatible:

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Available Operations#

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Future Enhancements#

• Partner Dashboard -- Aggregate view across all client organizations (entity counts, transaction volumes, onboarding status)
• Consolidated Billing -- Unified billing linked to the partner organization
• Bulk Operations -- Push configuration changes to all client organizations at once