Why Portfolio Is User-Level and Not Just Workspace-Level

Although portfolios live at the brand/workspace level, the experience is designed around how individual users actually work:

1. Cross-brand visibility per user

   • Marketeers usually manage multiple brands
   • The portfolio dashboard lets each user:
     • View this brand only
     • View all portfolios across all brands they have access to
     • View a selected subset of brands
   • Each user sees a personal, cross-brand monitoring view based on their access

2. Brand-owned data, user-scoped access

   • Budgets, KPIs, and configurations belong logically to the brand
   • But which portfolios you see and manage is controlled by your user role on those brands

3. Clear ownership with global exclusivity

   • Since campaigns can only be in one portfolio globally, you avoid:
     • Two marketeers both "owning" the same campaign in different portfolios
     • Conflicting optimization decisions on the same spend

Net effect: The data and configuration are brand/workspace-centric. The monitoring and workflow are user-centric, giving each CSM a coherent, cross-brand view without breaking brand boundaries.