Skip to content
English - Australia
  • There are no suggestions because the search field is empty.

Can multi-tenant data segregation be set up for businesses with multiple legal entities?

Yes, each entity in a Reporting Group has its own portal setup, Risk Assessment, Program, customer records and audit trail; users only see entities they are explicitly authorised to access.

Each entity has its own portal setup, Risk Assessment, AML Program, customer records and audit trail. Data is segregated by entity - a user with access to Entity A doesn't see Entity B's customers unless they have explicit access to both entities.

How users move between entities they're authorised for:

  • Top-left entity selector menu - the user clicks the dropdown and picks the entity they want to work in.
  • Each entity is a separate context - transactions, customer records, training records and audit logs are scoped to the active entity.
  • Parent / Lead Entity dashboard - the responsible CO can see consolidated views across all entities they're authorised for, useful for oversight and group-level reporting.

This pattern supports: franchise groups, multi-disciplinary firms, professional networks operating under a Lead Entity, family business groups, and any structure where multiple legal entities need to operate compliance separately while sharing infrastructure.

Backend setup by easyAML's platform team is required for multi-entity - typically 1–2 days.

Related articles