Organization, teams & roles

In Arcarius you work inside an organization. It is the bracket around all your companies (mandates), your team members, and your credits. Your organization is created automatically as soon as you add your first company – there is nothing to set up.

If your user account belongs to multiple organizations, you can use the organization switcher to move between their separate workspaces. Companies, memberships, permissions, settings, and credits remain associated with the relevant organization. Read more: Switch between organizations.

The key terms

• Organization – your account above all companies. It bundles members, roles, and credits centrally.
• Company (mandate) – a single bexio mandate that you work on in Arcarius. An organization can contain any number of companies.
• Member – a person in your organization, i.e. your team.
• Externals (client/auditor) – people outside your organization with restricted access to individual companies. More on this in Invite externals: clients & auditors.

Two levels of roles

Roles exist at two levels – like building blocks:

1. Organization roles apply across your entire organization and govern billing, onboarding, and administration.
2. Roles in the companies define which companies a member works in. They are granted via assignments.

Important: Owners and administrators automatically have access to all companies in the organization – regardless of assignments. For everyone else, the assignment decides which companies they see.

Organization roles

The roles build on one another: each role can do everything the one above it can – plus what is listed.

Role	What it adds
Member	Works in the assigned companies – with the full feature set there.
Cost viewer	Like member, plus the credit reporting of the assigned companies.
Onboarding admin	Create new companies and assign members to companies.
Billing admin	Buy credits and manage the payment method and limits.
Administrator	Manage members and roles, organization settings, access to all companies.
Owner	Full control over the organization, including granting roles and managing central settings.

The primary owner is the person who created the organization. This role is fixed and cannot be granted.

Roles in the companies

Within a company there are two roles. By default, both work with full mandate permissions – the distinction is about responsibility for the mandate.

Role	Meaning
Mandate lead	Holds responsibility for the mandate; always keeps full access.
Staff	Works on the mandate.

Who is assigned to which company is managed under Assignments (see Manage members & assignments). What staff may do can be fine-tuned by an organization admin under Collaboration & permissions.

Externals: clients & auditors

You can also give people outside your organization access to individual companies – your customer (client) or an auditor. They do not become members of your organization and only see the companies assigned to them, with restricted rights. Details: Invite externals: clients & auditors.

Where you manage this

Everything about your organization lives under Settings → Organization:

• General – the organization name.
• Members – invite your team and grant roles.
• Assignments – assign members to companies.
• Collaboration & permissions – fine-tune what staff may do.
• External – invite clients and auditors.
• Billing – buy credits and view credit reporting.

Credits & costs

Your credits apply to all members and all companies in your organization. Only billing admins can top up and manage payments; they also see purchases and balance. Members with cost viewer see the credit reporting of their assigned companies. More on this: Credits: find, top up, and track usage.

How much does it cost?

We limit neither the number of members nor the number of companies per organization – there are no fees per user or company. Credits pay for variable usage. Advanced organization capabilities such as Memory, Instructions, Projects, Integrations, Skills, and organization-wide Scheduled tasks additionally require Arcarius Plus as an organization subscription. See Pricing for current amounts.

Currently Arcarius supports sole proprietorships, partnerships, and corporations that prepare their financial statements in CHF in accordance with the Swiss Code of Obligations.

Read more: Manage members & assignments · Collaboration & permissions · Invite externals: clients & auditors · Credits: find, top up, and track usage.