Navigate the org portal and switch organizations

Every page in the org portal shares the same frame: a left sidebar for navigation and a breadcrumb header so you always know where you are.

The layout

The left sidebar is on every org page. The workspace switcher sits at the top, the navigation sections fill the middle, and a footer holds feedback, updates, and links to other portals.

The breadcrumb header runs along the top of the content area and shows your place in the hierarchy, for example Home, then Reports, then Executive Summary. The home icon takes you back to the org root. There's no breadcrumb on the dashboard at /org, since that's already the top. Record ids in the URL are hidden from the trail, so you never see a meaningless number in your breadcrumbs when you're looking at a single campaign or report.

Switch organizations

Click the Active Workspace button at the top of the sidebar. The popover lists every organization you can reach, with a search box for filtering by name and a checkmark on the one you're in now. Click an org to switch to it.

If you manage client accounts, the footer of that popover has an MSP Admin View button that takes you to the MSP portal at /msp.

What changes when you switch

Everything on the page follows the selected organization. The current view reloads from the top, so lists reset to the first page and dashboards recalculate against the new workspace. Your choice is remembered for the rest of the browser session, so it sticks as you move between pages, but a new session starts from your default organization again.

If you were looking at a single record when you switched, a specific phishing campaign for instance, Hook sends you back to the parent list rather than the record. That's deliberate: the campaign belonged to the organization you just left, and there's no equivalent record in the new one.

What's in the sidebar

Top to bottom, the navigation sections are:

• Dashboard, the landing page at /org.
• Hook Agent.
• Training, which expands to Manage Training, Create Enrollment, and Library.
• Simulations, which expands to your campaign list, the create flow, and Templates.
• Reports.
• Automations.
• Autopilot, which expands to Overview, Preferences, and Campaign Previews. It appears when Autopilot is enabled for the organization you have selected, and Hook rechecks that each time you switch workspace. See Understand and set up Autopilot.
• User Management.
• Settings, always last.

There's no top-level Integrations entry. Integrations is a card inside Settings, which is where you connect and manage a directory.

Depending on how your account is set up, you may not see every section listed here. If one you expect is missing, that's a question for your Hook contact rather than something you can turn on yourself.

The sidebar footer

Below the navigation sections, in order, you'll find:

• Feedback, for telling the Hook team what's working and what isn't.
• What's New, the in-app changelog. See Read What's New.
• Research Library.
• A readiness widget showing how far along your setup is.
• Links to other portals, when you have them. Admin Portal shows only for Hook platform admins, and MSP Portal only when your organization is an MSP, pointing at the same /msp destination as the MSP Admin View button in the switcher. A single-organization admin sees neither, which is expected.

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