Multi-Organization Hierarchy
Easily toggle between organizations with role-based visibility and clean separation.
Overview
The Multi-Organization Hierarchy feature enables a single user (depending on role and permissions) to manage multiple organizations under a unified interface. Each org is treated as an independent entity with its own.
This hierarchy is ideal for businesses with:
- Multiple legal entities
- Subsidiaries
- Regional offices or business units
Key Capabilities
| Feature | Description |
|---|---|
| Single Sign-In | Access all organizations from one (parent) account |
| Role-Based Access | All users can access linked organizations with the same role-based permissions |
| Switching Between Organizations | Seamless toggle between organizations without logout |
| Data Separation | Clear segregation of balances, users, and transactions across organizations |
Important Note
In a multi-org hierarchy, organization switching is allowed only from parent to child. A child organization cannot access or switch into its parent organization. This enforces proper security boundaries and access control.
Updated about 12 hours ago