Restricting by territory allows Sales Managers to assign Salespeople to customers based on where they're located. It's also possible to allow other users within that territory to see each other's customers.

If you'd like a particular CRM user to only have access to their assigned accounts, then click here to learn more about Account Manager Restrictions.

Prerequisites:

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Settings Centre

In order to access the territory restrictions settings, navigate to the Settings Centre and into the System Settings.

Step 2: Configure Territories

In the top right-hand corner, search for 'Territory' in the search bar and hit enter. From here, select 'Click to Configure' under the Configure Territories section.

This will take you to a page that shows all of your territory configurations (this will be blank if you don't have any set up yet).

Select the plus icon in the top right-hand corner to create a new configuration. You can then type in the territory name - for example, this could be "North Sales Team".

Once you've typed in the Territory name, select 'Create'.

Step 3: Assign Territory to User

Now that you've created the new Territory, you'll need to assign it to a user. Navigate back to the System Settings and type 'Configure Users' into the search bar.

Select 'Click to Configure' under this section, and a page with all of your current users will appear. For the user whose territory you'd like to edit, select the pencil icon to the right of their name.

This will then take you to the user's profile. Select 'Permissions' on the left-hand side to show the options for this user specifically.

This gives you the option to select the user's territory.

If this user is a manager and needs the ability to supervise other Account Managers only within this territory, select 'Enable' on the 'Restrict this user to only be able to access the records of customers in their territory' option.

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