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.

Sector: The industry classification.

Revenue: The financial scale of the entity.

Location: The primary geographic headquarters.

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

"--": 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.

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:

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.

Staging: Fully functional at the individual company level (permitting assessments, findings, and control executions), but excluded from parent-level dashboards, data aggregations, and benchmarks. This state is utilized to validate the subsidiary/portfolio company configurations before portfolio integration.

Active: Production-ready. All data is systematically integrated into dashboards, Selections, scheduled reports, and Cye AI analytics.

Inactive: Read-only restriction. Excluded by default from dashboards, aggregations, and Cye AI. Existing users retain historical data access; the interface displays a confirmation message indicating the read-only restriction upon user authentication.
​

Staging to Active Transitions: Company administrators can transition an organization from Staging to Active status once all mandatory configuration fields are populated. Mandatory fields depend on the license tier. If any are missing, the status control is disabled, and a message directs you to complete them in Company Profile under Assessments > Cost of Breach.

Restricted Transitions: Transitioning a subsidiary/portfolio company to an Inactive state, or executing a reactivation, requires intervention from Cye Support.

Propagation Latency: Status updates execute immediately. Modifications propagate across the organization tree, dashboards, and Selections instantaneously.

Compliance Exceptions: If a license upgrade introduces new mandatory data requirements to an already Active subsidiary/portfplio company, the Active status persists. The system tree displays a validation flag until an administrator completes the missing fields.

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.

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.