---
title: "Organization structure"
slug: "organization-structure"
description: "Learn how to set up organizational units, called Sales Areas, in Zilliant CPQ. "
tags: ["Organizational unit", "Sales Area"]
updated: 2024-04-30T00:19:42Z
published: 2024-04-30T00:19:42Z
canonical: "docs.zilliant.com/organization-structure"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization structure

Use organization structure to enable or restrict user access to account, contact, and product, and transaction data. In Zilliant CPQ, you enable or limit visibility by setting up an organizational unit, division, and distribution channel called a Sales Area.

## Define an organization structure

1. From the application left navigation area, select **Administration**.
2. From the top navigation bar, select **Organizational Unit**.
3. Select **+** to add a line to the list, then select the line to open the organizational unit details page.
4. Enter or select details on the **Overview** page to set up the organizational unit:
  - **Employees**—Select the tile or the **Employees** tab to assign employees to the organizational unit.
  - **OrgUnit**—Select the tile or the **Child Org Unit** tab to create subordinate organizational units.
  - **Name**—Required. Enter a unique name for the organization structure.
  - **Is Sales Organization**, **Is Sales Office**, **Is Sales Group**—Set one or more values to **yes** to designate how this organizational unit is used.
  - **Currency**—Select the tile or the **Currency** field to assign a currency to the organizational unit. This is useful if accounts or prospects do not maintain a currency type.

## View the hierarchy

You can view the structure of each organization unit as a hierarchy, which clearly illustrates the parent and child relationships of each unit. From the list of organizational units, select **Hierarchy View** from the sub-navigation bar.