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**Overview:-**Org Structure is where admins define how your organization is set up — sales territories, permission profiles, job designations, and the actual reporting hierarchy of your team, all in one place.

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Where to Find It

  1. Click the Settings icon in the bottom-left corner
  2. Select Org Structure from the sidebar
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Four tabs sit across the top: Sales Territories, Access Roles, Designations, and Team Hierarchy.

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Sales Territories

Territories represent the regions or markets your team sells into — the same territories referenced elsewhere in the CRM (contact/opportunity filters, workspace defaults, and Org Structure profile fields). The main view shows territories in a nested structure — a top-level Global territory with child territories like APAC, EMEA, and North America underneath it. Each row has a ⋯ menu for further actions. Click + Add Territory, then fill in:
  • Territory Name (required)
  • Parent Territory — select None (Root Level) to create a top-level territory, or choose an existing territory to nest it underneath

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Access Roles

Access Roles define what a person can see and do across every module — this is the permission layer that designations and team members get assigned to. Quantum Heaps ships with five built-in roles: Click View Permissions on any role to see its exact module-level access, or use the pencil/trash icons on custom roles to edit or delete them (built-in roles like Admin and Creator don’t show these icons, since they can’t be modified). Click + Add Permission to create a custom role:
  1. Enter a Role Name (e.g., Sales Manager) and a Description of the role’s responsibilities
  2. Use Search modules or permissions to jump to a specific module, or scroll through the full list
  3. For each module (Contacts, Accounts, etc.), check the specific permissions to grant: View, Add, Edit, Delete, Export, Import, or All
  4. Click Save to create the role, or Discard to cancel

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Designations

Designations represent job titles within your organization (e.g., CEO) and link a title to a reporting line and an access role — this is what actually determines a person’s permissions once assigned. The main view lists existing designations (e.g., CEO, Demo Designation), each showing its assigned Permission profile. Click + Add Designation, then fill in:
  • Designation Name (required)
  • Same as Designation Name — checked by default, meaning the role label matches the designation name; uncheck if you want to name them differently
  • Reports To — select None (Root Level) for a top-level designation, or choose an existing designation it reports into
  • Access Role — choose which permission profile this designation inherits
  • Territory Access — select which territories this designation can access

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Team Hierarchy

Team Hierarchy is a visual org chart showing who reports to whom, built from actual team members rather than just designations. Each card shows the person’s name, avatar, and designation (e.g., Anurag Mukherjee — Creator, reporting up to Sayonika Bhattacharjee — CEO, Admin). Use the zoom controls (–, %, +, and the focus icon) to adjust the view, and click + Add Team Member to invite someone directly into the hierarchy.

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Adding a Team Member

From + Add Team Member, fill in across the form:
  • Email Address of the Team Member
  • This Team Member will report to — choose their reporting manager
  • Designation of the Team Member
  • Territory of the Team Member
  • Role
Click Send Invite to invite just this person, or Save and invite another to keep adding more without closing the form.