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Rollout for the Owner

Enterprise planOwner

You go first. When you finish, portfolio managers can sign in to a workspace whose access rules are already decided. This is step 1 of Plan your rollout.

  1. Name one or two Admins to share the work. Admins run security, integrations and audit; only you change the plan and edit the permission matrix. See roles and permissions.

  2. Set up sign-in. SSO with your verified domains, SCIM if your identity provider supports it, and two-factor authentication.

  3. Choose the permission posture in the matrix, and decide whether members may find projects they are not on.

  4. Check seats and billing. Understand member and guest seats before invitations go out.

  5. Decide the AI controls in Organization settings → AI and Storage: features on or off, the per-user AI cap, and who may connect external agents. See part 4 of Plan your rollout.

  6. Invite portfolio managers and management. Invite your team with the Portfolio Manager role.

The settings order inside the workspace (currency, calendars, rates, governance) is in Roll out Enterprise in the right order and the admin first-week checklist.

Back to Plan your rollout.