In some situations you want to move an organisation out of your current environment and place it in its own separate environment. For example when a subsidiary becomes independent, when a client you manage as an accountant needs their own account, or when the current environment has become too complex.

The simplest approach is to keep all organisations in the same environment, but manage access per organisation. Each user only sees the organisations they are a member of. By adding employees only to the organisations they are responsible for, you effectively create separate workspaces without technically splitting.

This approach has the advantage that transaction credit remains shared and that you as administrator keep a single overview of all organisations.

If you want a full separation, with separate credit, separate users and separate settings, the organisation must be removed from the current environment and recreated in a new environment.

Important: when removing an organisation, all stored documents for that organisation are deleted. This is irreversible. Make sure you have downloaded all required invoices before proceeding.

The procedure:

1. Download all invoices and documents from the organisation you want to move.
2. Contact support via support.econnect.eu. The environment administrator must explicitly authorise the removal.
3. Support removes the organisation from the current environment.
4. The user who wants to manage the organisation in their own environment creates a new account on platform.econnect.eu.
5. In the new environment the user adds the organisation again and activates it.

After activation the Peppol registration is automatically restored and the organisation is immediately reachable for receiving and sending invoices.

Want to learn more about how the environment, organisations and users work together? Read The platform structure.

• The platform structure
• Roles and permissions on the platform
• Revoke a user's access to an organisation