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The organization level provides a full view of everything within your organization, allowing you to navigate between portfolios, products, and initiatives, and to create new items within the hierarchy.

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Details

The Details tab allows you to update your organization’s display name and description.
Required role
Only Super Admin and Admin users may change the organization name and description.

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Tab navigation and scoping

Each level of the hierarchy (Organization, Portfolio, and Product) has a tab bar split by a divider into two groups:
Org level doesn’t have an access tab since all users in the organization have implicit access to the highest parent level.
Each tab shows only the items scoped to that level - e.g., the Initiatives tab at portfolio level shows only initiatives within that portfolio. This means the Portfolios tab at the org level shows all portfolios in the org, the Products tab shows all products across all portfolios, and the Initiatives tab shows all initiatives across the org. As you drill down into a specific portfolio or product, the tabs narrow to show only the items within that scope.

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Who can create what

  • Portfolios: Super Admin and Admin.
  • Products: Super Admin, Admin, and Portfolio Contributor.
  • Initiatives: Super Admin, Admin, Portfolio Contributor, and Product Contributor.