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

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

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.

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:

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

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:

Backward Compatibility

The multi-organization system is fully backward compatible:

Available Operations

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