---
title: "A mandatory read before you begin: Understand Ziik's structure"
description: Before you dive into our step by step guide, here are a few good-to-knows that will help you understand Units & Roles, and how to use them to structure your Ziik platform 👇
---

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# A mandatory read before you begin: Understand Ziik's structure

## Before you dive into our step by step guide, here are a few good-to-knows that will help you understand Units & Roles, and how to use them to structure your Ziik platform 👇

### 🔐 Permissions are based on both Units & Roles

- Ziik’s permission system combines **where someone is** **located** (their Unit) and **what they can do** (their Role).
- Units and Roles also act as **communication channels**, allowing you to **reach people** both based on their **Unit** and their **Role.** This way you can easily share an update with, for example, all Store Managers in Denmark in just a few clicks.

### 📍Units reflect your organisational structure

- Think of Units as mirroring your real life structure: offices, locations, regions, or departments.
- Each user belongs to at least one unit in Ziik, but can be assigned to multiple.
- Units are **hierarchical**, which means you can nest them - like this:

**Head Office  
├── Denmark  
│     ├── Copenhagen  
│     └── Aarhus  
└── Sweden  
        └── Stockholm**  
**        └── Gothenburg**

- Users are empowered with the permissions defined by their **Role** from their location in your organisation.
- You can think of the unit-based permissions as following a waterfall logic, where users' role-permissions are valid for their own unit and sub-units.
- To use the **unit structure above** as an example: 
    - Users in the unit *Head Office* with permission to Manage manuals can share Manuals with people in any or all units in your entire organisation.   
      ![organisation-top](https://help.ziik.io/hs-fs/hubfs/organisation-top.png?width=294&height=177&name=organisation-top.png)
    - Users in the unit *Sweden* with permission to Manage manuals can share Manuals only with people in the units *Sweden*, *Stockholm*, and *Gothenburg.*
  ![Organisation-Middle](https://help.ziik.io/hs-fs/hubfs/Organisation-Middle.png?width=297&height=182&name=Organisation-Middle.png)  
    
    - Users in the unit *Stockholm* with permission to Manage manuals can share Manuals only with people in the unit *Stockholm.*

*![Organisation-Local](https://help.ziik.io/hs-fs/hubfs/Organisation-Local.png?width=287&height=171&name=Organisation-Local.png)*

- This means that **local content stays local**, while the **Head Office can share content with the entire organisation**. 

> **💡** Tip: If you don't have multiple branches or are less than ≈30 people, a single unit might be enough

🧑‍💼 Roles Control What People Can Do

Roles define **permissions**, like who can create checklists, manage users, or publish manuals.

- **Roles** are assigned to users per **Unit**, meaning someone can have **one role in Head Office** and a **different Role in a local branch.**
- Users can have one or more roles per unit.
- You’re in control of what exactly each role is permitted to do

> 💡 *Tip: Start with 3–5 core roles and expand if needed*

### 📣 Units & Roles as distribution channels

When users **share content** in Ziik, they can share it with **selected roles** in their **own unit** and **sub units.** Below, a manager in HQ shares a post with all Regional- and Restaurant Managers in Denmark.

![2025-07-23\_15-50-16-1](https://help.ziik.io/hs-fs/hubfs/2025-07-23_15-50-16-1.gif?width=495&height=279&name=2025-07-23_15-50-16-1.gif)

### 👉 Next step

Once you you feel ready, hop on over to our **step by step guide for getting started (link)**

 

 

 

 

 

- [Getting Started](https://help.ziik.io/getting-started?hsLang=en#main-content)

    - [Introduction to Ziik](https://help.ziik.io/getting-started?hsLang=en#introduction-to-ziik)
    - [Getting-Started in 5 Steps](https://help.ziik.io/getting-started?hsLang=en#getting-started-in-5-steps)
- [Been invited to join Ziik?](https://help.ziik.io/been-invited-to-join-ziik?hsLang=en#main-content)

    - [Login](https://help.ziik.io/been-invited-to-join-ziik?hsLang=en#login)
    - [Profile setup and personal settings](https://help.ziik.io/been-invited-to-join-ziik?hsLang=en#profile-setup-and-personal-settings)
- [How to use Ziik](https://help.ziik.io/how-to-use-ziik?hsLang=en)
- [Organisation & Permissions](https://help.ziik.io/organisation-permissions?hsLang=en#main-content)

    - [About Permissions](https://help.ziik.io/organisation-permissions?hsLang=en#about-permissions)
    - [Manage Units & Roles](https://help.ziik.io/organisation-permissions?hsLang=en#manage-units-roles)
    - [Manage Users](https://help.ziik.io/organisation-permissions?hsLang=en#manage-users)
    - [Site Admin](https://help.ziik.io/organisation-permissions?hsLang=en#site-admin)
- [Site Admin Settings](https://help.ziik.io/site-admin-settings?hsLang=en#main-content)

    - [Admin Panel](https://help.ziik.io/site-admin-settings?hsLang=en#admin-panel)
    - [Handling Billing and Invoices](https://help.ziik.io/site-admin-settings?hsLang=en#handling-billing-and-invoices)
    - [Integrations](https://help.ziik.io/site-admin-settings?hsLang=en#integrations)
- [FAQ](https://help.ziik.io/faq?hsLang=en#main-content)

    - [Common questions](https://help.ziik.io/faq?hsLang=en#common-questions)
    - [Troubleshooting](https://help.ziik.io/faq?hsLang=en#troubleshooting)

## Ziik

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