Pre-alpha. No tagged release and no upgrade path between versions. Use for evaluation and development only, not production.
BusinessPre-alpha

Multi-company

How multiple companies work in one Sumeru database — and what this is not.

What multi-company is

  • One PostgreSQL database
  • Multiple core.company records
  • Users switch active company via the company switcher in the shell
  • Business documents (orders, invoices, leads) carry a company_id
  • Record rules can restrict rows by company

Suitable for: one organisation with legal entities, or a holding company running separate books in one instance.

What it is not

  • Not multi-tenant SaaS — all customers in one DB would share schema and admins
  • Not hard network isolation between tenants
  • Not a substitute for separate databases per customer

For SaaS or strict tenant isolation, plan separate databases (or future architecture). See Isolation model.

Daily use

  1. Administrator creates companies under Settings → Companies.
  2. Assign users to allowed companies.
  3. Each user picks active company from the switcher before working.
  4. New records default to the active company.

For administrators

  • Configure record rules so users only see their companies' data
  • System administrators (base.group_system) bypass most restrictions
  • Test with a non-admin user before go-live

Settings → Users — company access on user form.

What needs an engineer

  • Custom record rules per model
  • Consolidated reporting across companies
  • Inter-company transactions (not standard pre-alpha)

See also