Broker and client structure

What a broker is

A broker is the umbrella account that sits above all individual clients. In a multi-client setup, each client is a separate company with its own ERP integration, users, and approval flow — but they all sit under one broker.

Consultants and admins who work across multiple clients are granted access at the broker level. This means a single login gives access to every client under that broker, without needing separate credentials for each.

What is configured at each level

Broker-scoped settings are configured once and apply across all clients:

Consultant user accounts
Broker-level billing arrangements

Client-scoped settings are configured separately per client:

Customer profile (name, VAT, contact person, invoice email)
Accounting practice and payment prioritization
Users and approval flow
ERP integration
Nordpay configuration

Why this matters

When you are onboarding a new consultant, create them at the broker level so they can be added to any client. When you are configuring a new client, all the actual settings live inside that client’s view — the broker is only the entry point.