Invite externals: clients & auditors

Sometimes someone outside your organization needs access to a single company – your customer, who delivers documents themselves, or an auditor who reviews the books. That is what externals are for. They do not become members of your organization, only see the companies assigned to them, and have no insight into your organization.

Who can do this? Owners and administrators can invite and manage externals.

When do I invite whom?

Role	For whom	What they can do
Client	Your customer themselves	Delivers documents and sees the reports of their company.
Auditor	Reviewer / audit firm	Reviews with read access to accounting, reports, and closing.

Invite an external

1. Open Settings → Organization → External.
2. Click Invite external.
3. Enter the email address, choose the role (client or auditor), and the companies the access should apply to (multiple possible).
4. Click Send invitation. The person gets access to the selected companies – with restricted rights and no insight into your organization.

What externals see – and what they don’t

• Only the assigned companies – none of your organization’s other companies.
• No insight into the organization – no members, no roles, no credits or costs.
• Restricted rights depending on the role: the client delivers documents and sees their reports, the auditor reads accounting, reports, and closing.

Remove access

Open Settings → Organization → External and choose Remove access for that person. An invitation that hasn’t been accepted yet can be withdrawn under the pending invitations.

Frequently asked questions

Does an external need an Arcarius account? They accept the invitation by email and then work in their own access – without any membership in your organization.

Does external access cost anything? No, there are no additional per-user fees.

Can a client see other customers’ data? No. Externals only ever see the companies assigned to them.

Read more: Organization, teams & roles · Manage members & assignments.