Platform

Availableapp.erp.io/settings/org

Organisations

Every record in every module carries an organisation. It is the hardest boundary in the product and the one thing that is never inferred.

Scope
All modules
Per account
Many memberships
Current organisation
One per session
Cross-organisation reads
None

The boundary

An organisation owns its members, its entitlement, its billing relationship, and every record any module holds on its behalf. There is no query anywhere in the product that returns a row belonging to another organisation, and tenancy is a required value with no default in every module that stores anything — a default is how a write lands silently in the wrong tenant, and silence is what makes that class of bug expensive.

Modules keep their own copy of your organisation, created the first time somebody from it opens the module and keyed on the shell's organisation id. That is why a module knows your company name without being told, and why a module you have never opened has nothing in it at all.

Switching

One account can belong to many organisations. The shell carries a switcher, and switching changes what every module shows, because modules read the current organisation from the same session.

  • A session always has exactly one current organisation. At sign-in it is seeded from your oldest active membership.
  • Entitlement is per organisation, so the rail can gain and lose modules as you switch. That is correct, not a fault.
  • Switching does not sign you out of modules. It changes which tenant they answer for.
  • A session with no current organisation cannot enter any module at all — the hand-off refuses it.
The most common support question in the whole product

"I signed up and it threw me straight back out." Almost always an account with no organisation membership — created by hand rather than by invitation. The account can sign in to the shell and then bounces off every module. The fix is to add the membership, not to reset anything.

app.erp.io/home
Switch organisation
Northwind Trading Ltd
14 members · 6 modulesCurrent
Harbour Logistics
3 members · 2 modules
Okoro Consulting
1 member · 4 modules
The organisation switcher. Modules follow the switch immediately.

Multi-entity is not multiple organisations

If you run several trading entities and want a group view, that is multi-entity consolidation inside one organisation — entities are a structure in Accounting, and consolidated reporting reads across them. Separate organisations are separate books with nothing between them, which is what you want for genuinely unrelated companies and an accountant's client list.

You wantUseBecause
A group P&L across three subsidiariesOne organisation, multi-entityConsolidation reads across entities, not across organisations.
Books for six unrelated clientsSix organisationsNo client should be one query away from another.
A disposable test workspaceA second organisationIt is the closest thing to a sandbox.
Different branding per brandOne organisation, portal brandsThe [Client Portal](/docs/modules/portal/clients-and-brands) handles brands inside one tenant.

What this does not do

No merging organisations

There is no supported path to fold one into another. Choose the structure before loading data.

No cross-organisation reporting

By design. Consolidation is a within-organisation feature.

No self-serve deletion

Deleting an organisation deletes module data across twelve applications, so it is a support operation.

Questions

How do I create a second organisation?

From the organisation switcher in the shell. You become its platform admin.

Can a module be enabled in one organisation and not another?

Yes. Entitlement is per organisation.

Does each organisation get its own bill?

Yes. Billing attaches to the organisation.