Navigate the org portal and switch organizations

The org portal is where you run your security awareness program day to day — dashboards, reports, training, phishing simulations, and settings all live under the /org routes. Every one of those pages shares the same frame: a left sidebar for navigation and a breadcrumb header for orientation. This page walks you through that frame, shows you how the workspace switcher lets you move between the organizations you manage, and explains why two admins can see very different sets of nav items.

Before you start

The org portal layout

Every page under /org renders inside the same two-part shell:

• The left sidebar (the AppSidebar) holds the workspace switcher at the top, the navigation sections in the middle, a Feedback action at the bottom of the nav list, and links to other portals in the footer below that. It's present on every org route.
• The breadcrumb header sits at the top of the main content area and shows where you are in the hierarchy — for example, Home › Reports › Executive Summary. The home icon links back to the org root.

The breadcrumb only appears once you've navigated past the top level, so the Dashboard at /org shows no breadcrumb trail. Numeric and UUID id segments — like a specific campaign's id in the URL — are hidden from the trail, so you won't see a meaningless number in your breadcrumbs when you're looking at a single record.

Switch organizations with the workspace switcher

At the top of the sidebar is the workspace switcher — a button labeled Active Workspace with the current org's name and a colored avatar showing its first initial. Click it to open the Select Workspace popover.

MSP Admin View

The footer of the popover has an MSP Admin View button. Clicking it takes you straight to the MSP portal at /msp, where MSPs manage their client accounts from a single place. If you only manage a single organization, you won't have an MSP portal to land on — see Footer portal links.

What changes when you switch

Selecting an organization does three things behind the scenes:

1. It's remembered for this browser session. Your choice is saved to the browser's sessionStorage, so it persists as you move between org pages. When you next open the portal, the sidebar restores your last-selected workspace.
2. A page-wide signal fires. Hook dispatches an organizationChanged event that other parts of the page listen for — for instance, to re-check whether the new org has Autopilot enabled.
3. The URL is rewritten with ?orgId=. Hook pushes a new URL stamped with the selected org's id, so the page reloads against the right organization.

The practical upshot: data on every page follows the selected org. When you switch, the current view reloads from the top — a list resets to page 1, a dashboard recalculates its numbers — all scoped to the new workspace.

Sidebar sections and what gates them

The middle of the sidebar lists your navigation sections. Which ones you see depends on feature flags and, for one section, whether the org has Autopilot turned on.

Listed top to bottom in the order they appear in the sidebar:

Below the sections is a Feedback action that's always present.

Why production admins see fewer sections

If the documentation describes a section you can't find in your sidebar, the most likely reason is feature flags. The Training, Phishing Sim, User Management, Integrations, and What's New sections are all flag-gated, and several of those flags default to on only in non-production environments — local development and Vercel previews — and off in production. So an org admin on the live app may see far fewer nav items than a teammate testing in a preview build.

A few specifics worth knowing:

• The org-phishing flag is off by default everywhere, including non-prod, so the Phishing Sim section only appears where it's been explicitly enabled for your org.
• The integrations flag is wired for per-organization targeting, so two orgs in the same environment can have it turned on or off independently.
• If a section you expect is missing, it's not broken — it just hasn't been enabled for your environment or org yet. Reach out to your Hook contact to have a flag turned on.

Footer portal links

The very bottom of the sidebar surfaces links to other portals, but only the ones you have access to:

• Admin Portal appears only if your account is a Hook platform admin. It links to /admin.
• MSP Portal appears only when your organization is an MSP-type org. It links to /msp, the same destination as the MSP Admin View button in the workspace switcher.

If you're a single-organization admin who isn't a platform admin, you won't see either link — that's expected.

Common pitfalls

• A missing section usually means a flag, not a bug. Before assuming something is broken, check whether the section is flag-gated (see the table above). Most flags are off in production by default.
• Switching orgs takes you out of a detail view. If you were deep in a single record and switch workspaces, you'll land back on the parent list, not the equivalent record in the new org. There's no equivalent record to show — the id belonged to the org you just left.
• Your selection is per-browser-session, not per-account. The active workspace is remembered in sessionStorage, so a different browser or a fresh session starts from your default organization again.

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