Overview

The Organization Tree provides a hierarchical view of your entire portfolio. By consolidating your parent companies and subsidiaries/portfolio companies into a hierarchical list, the tree allows you to verify organizational relationships and monitor core business metadata.

Navigating the Hierarchy

The tree is designed to give you immediate oversight of your business units:

Structural Clarity: Use the arrows next to a company name to expand or collapse branches, revealing the subsidiaries and sub-parents within your organization.
Tailored Visibility: The tree is permissions-based. You will only see the specific segments of the organization where you have authorized access.
Quick Search: Use the search bar to locate specific companies by name or location to navigate your portfolio efficiently.
Direct Access: Click any subsidiary or portfolio company name to open its specific Cye Platform instance.

Company Metadata

To facilitate high-level management, the tree displays essential identifiers for every company directly in the table:

Sector: The industry classification.
Revenue: The financial scale of the entity.
Location: The primary geographic headquarters.

Editing Company Metadata

Clicking a company triggers a side panel where you can update specific attributes. Changes made at this level propagate automatically throughout the entire tree; sub-parents inherit these values and lack the authority to override them.

Editable Fields

Short Name: A 2–4 character label generated by default. You may customize this to your preferred abbreviation; uniqueness is not required.
Enterprise Value: The company’s valuation in its local currency.
Percent Ownership: The parent organization’s equity stake (0–100%).
Acquisition Date: The formal date of acquisition

Interpreting Data Placeholders

Placeholders differentiate between inapplicable data and pending input:

"--": Data is not applicable to the current entity type, such as revenue for a parent organization.
"N/A": Data is applicable but requires definition, such as an unassigned enterprise value for a subsidiary.

Use these indicators to distinguish between expected gaps (--) and actionable missing values (N/A)."

Selections

Selections are saved company groups that scope your Group-Level Dashboard and Org Tree, allowing you to focus analytics on specific portions of your portfolio.

Selection Types

Default Selections: The system automatically generates a selection for every sub-parent in your tree. These remain dynamic, updating automatically as you add or remove companies, and are read-only.
Custom Selections:
- Built from individual companies.
- Group your portfolio into tailored sets, such as "High-Risk Units" or "European Region", for specific reporting needs.

Managing Custom Selections

Membership: Add or remove companies for a Selection from the Organization Management view.
Scope & Visibility: Selections are scoped exclusively to a single parent company; they cannot be shared with or viewed by other parent companies.
Selection naming conventions: Selections belonging to a single parent company appear by name alone. If a Selection is associated with multiple parent companies, the name includes the parent company in brackets—for example, "European Region (ACME International)"—to ensure clear identification of the parent entity.

Permissions & Visibility within the Org. Tree

Your view of the tree is dynamic, displaying only the subsidiaries and portfolio companies you are authorized to access. Your assigned role and your position within the hierarchy determine visibility and editing capabilities.

Membership-Based Access: You only see the parent companies and subsidiaries where you hold an active membership. Business units outside your permission scope remain hidden from your tree.
Editing Metadata: Only Admins and Power Users at the top parent level have permission to edit company metadata. All other roles view these values as read-only.
- Financial Fields: Access to Enterprise Value, Percent Ownership, and Acquisition Date is restricted by your specific license.
Selections: While only Admins and Power Users can create, edit, or delete custom Selections, any user within the parent company may apply a saved Selection to their dashboard.