> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quantumheaps.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Org Structure
\*\*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.
### **Where to Find It**
1. Click the **Settings** icon in the bottom-left corner
2. Select **Org Structure** from the sidebar
Four tabs sit across the top: **Sales Territories**, **Access Roles**, **Designations**, and **Team Hierarchy**.
### **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
### **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:
| **Role** | **Description** |
| :---------- | :----------------------------------------------------------------- |
| **Admin** | Full access to all workspace features and settings |
| **Creator** | Workspace owner with full administrative privileges |
| **Manager** | Management access with user invitation capabilities |
| **Member** | Standard team member access with limited administrative privileges |
| **Viewer** | Read-only access to workspace data |
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
### **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
### **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.
### **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.