Access

Territories · geographic hierarchy and access reach

Territories organize your operation as a tree, with territories inside territories, and tie people to each one. Beyond organizing, they are the basis for the territory access scope in roles and for quota and coverage planning.

Field teams rarely organize themselves by reporting line alone. They organize by area: South, Southeast, downtown, the interior. Territories exist to represent that geography inside the CRM, and to let it govern what each person can see.

Creating and nesting

Open Settings and click Territories.
Type the name in Territory name and click Create territory.
To nest one, drag a territory into another on the tree at the left. To make a territory top-level, drag it to the Drop here to make the territory top-level area.
Use the Expand and Collapse controls to move around large trees.

The name has to be at least two characters. The system refuses to put a territory inside itself and refuses any arrangement that would create a cycle, such as making a grandparent the grandchild of its own grandchild.

Assigning people

Click the territory you want on the tree.
Use the add button, with the plus sign, and pick the person under Select user.
To take someone out, use the remove button, with the close sign, next to their name.

The same person can belong to more than one territory. Adding the same person twice to the same territory duplicates nothing.

Effect on access

In roles, each permission can be given the territory scope. Anyone with that scope sees the records whose owners belong to their territory and to its descendant territories as well. A manager assigned to Southeast therefore reaches everyone in downtown and the interior if those are children of Southeast.

When a person has the territory scope but is not assigned to any territory, they see only their own records. The scope never widens access by accident.

Example: A distributor creates Brazil at the top, with South and Southeast below, and downtown and the interior inside Southeast. Carla is assigned to Southeast and gets a role with read on Opportunities in the territory scope. She now sees the deals of the four people allocated to downtown and the interior, and does not see the ones in the South.

Territory planning

Under Territory planning you record, for each territory, the Quota, the Period and the Coverage notes. They are free planning fields, stored alongside the territory, that feed the territory strategy view.

Who can do what, and limits

Creating, deleting, nesting and assigning people all require permission to manage settings.
A territory that has subterritories cannot be deleted. Move or delete the children first.
Deleting a territory deletes neither records nor users: it simply stops existing as a grouping, and anyone who depended on it to see records loses that reach immediately.

💡 Territories and teams coexist and solve different problems. A team represents who leads whom; a territory represents which area a person covers. A role can use both scopes at once, and the final reach is the sum of the two sets.

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