Fiduciary — Multi-tenant
As a fiduciary you manage several tenants under one login.
Typical workflow
- Sign in as fiduciary
- Open tenant list / switcher
- Select a tenant → cockpit and modules apply to that tenant
- Do the work (receipts, quarter, sales, …)
- Switch tenant when needed — without a new password while the session is valid
Add tenants / status
| Status | Meaning |
|---|---|
| active | Engagement active — tenant usable in the list |
| pending | Assignment pending / not yet enabled |
| revoked | Assignment ended — no further access |
Scope and contract type can be maintained per mapping (see Fiduciary setup).
Limits
How many tenants you can manage depends on your fiduciary access.
The UI may show current usage (used / available slots).
Modules per tenant
Core modules (Taxes, Comply, Sales, Banking) and add-ons apply in the context of the selected tenant.
What the fiduciary may see and change is also controlled by the mapping scope.
Tips
- Before VAT filing, always check the correct tenant is selected
- Check company readiness per tenant
- Outlook/M365: Azure app and hub connection are per tenant — see Microsoft 365