Organization Settings and Management

Manage Organization details, access patterns, segmentation, and the Projects inside the Organization.

Overview

Organization settings define how work is governed inside an Organization. This includes Organization details, segmentation, and Project management patterns.

Key Concepts

• Organization details: name and descriptive context used for search and reporting
• Organization scope: boundary for Segments and Segment Types
• Organization-level access: shared access across Projects (when enabled)

How It’s Used

Use Organization settings during initial rollout. Use them when adding new Projects or updating governance.

Benefits

• More consistent structure across Projects
• Cleaner reporting through shared segmentation
• Reduced access drift through scoped management

Setup Steps

1

Open the Organization

Navigate to Organizations. Select the Organization to manage.

2

Update Organization details

Update the Organization name and description when business structure changes. Keep names stable and human-searchable.

3

Configure segmentation (optional)

Define Segment Types and Segments for reporting and scoping.

• Segmentation

4

Manage Projects inside the Organization

Create new Projects for new initiatives. Archive Projects when delivery completes.

• Create a Project

Best Practices

• Keep Organization names stable and avoid abbreviations.
• Use segmentation only for real business dimensions used for reporting.
• Standardize Project naming and section structure across related initiatives.

Summary

Organization settings define governance patterns and reporting structure. Segmentation is managed at the Organization level.

Related:

• Organizations
• Projects
• Understanding Access Levels