Skip to content
EzeFlow

Organizations & roles

Several organizations in one account. Each person sees only their own.

Put branches, divisions or sister companies in one EzeFlow account. Assign each user to the organizations they work for; they only see those payments, filings, reports, search results and exports.

Start 7-day free trial Try the live demo

Organizations in every plan; custom roles on Professional and Enterprise ยท see plans

What you get

One account, many organizations

Add as many organizations as you need. Deactivate one to hide it everywhere while old records keep their organization.

Access follows the organization

Lists, dashboards, reports, search, exports and even the audit log only show the organizations a user is assigned to.

Switch organization

People with more than one organization pick it from the menu, or see all of theirs together.

Roles

Built-in roles for admin, finance, accountant and submitter, and your own roles built from 24 permissions.

Own records only, if you want

Choose whether submitters see only their own requests or everything in their organizations.

Own bank account per organization

Each organization has its own FNB paying account for bank batches.

How it works

  1. 1

    Create organizations

    Add your branches or companies under Settings.

  2. 2

    Invite people

    Invite users by email, give them a role and assign their organizations.

  3. 3

    Work

    Everyone works in their own organizations; head office can be assigned to all of them.

Questions

Frequently asked questions

Something else? Ask us, we reply within one business day.

Can one person work for two branches?

Yes. Assign them to both. They can switch between them or see both together.

Does a finance person see all branches?

Only if you assign all branches to them. Finance and admin roles follow the same organization rules as everyone else.

Can the company name differ from the organizations?

Yes. The company is the account; organizations are the branches or companies inside it.

Related features

Approvals & audit trail

Set how many people must approve. Every step is signed in, timestamped and logged.

Reports & exports

Turnaround times, trends and red flags. Totals per currency. CSV, PDF and Excel.

FNB bank payments

Supplier master file, checks against your FNB beneficiary list and a ready-to-import FNB CSV.

See it with your own payments.

Start a 7-day free trial without a card, or look around a demo company with sample data first.

Start 7-day free trial Try the live demo