Assign users

Manager can assign users to territories.

TIP

Only assigned users have access to organizations and contacts of the specific territory.

Go to References > Territories in the navigation menu. Click the territory name to open it.

As illustrated below, Platforce is a parent territory with two child territories: User #1 and User #2. Click any child territory name to view the list of users assigned to it.

In the Users widget, you can assign more users to the opened territory. To do this:

1. Unfold the actions menu and select Assign.

2. Select one or several users from the list and click the Assign button.

Unassign

You can also remove users from the territories, if needed. To do this:

1. Select the required territory.

   

2. In the Users widget, select users to remove from the territory.

3. Unfold the actions menu and select Unassign.

   

As a result, the unassigned users are no longer in the Users widget for this territory.