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CRMWingman

Territories

Posted By

This might be a simple question/answer but when I have a user that exists in a territory that is directly below Worldwide, can I give them access to another territory at the same level, without giving them access to all other territories at the same level?

Thanks.

  • 0

    Hi,

    What I understand from above post is you want to give rights of other territory to the user that belongs to the territory at same hierarchal level. To achieve this, please follow below steps.

    1.Log in to CRM.
    2.Go to Administration | Users |Security | User Direct Rights.
    3.Select the particular territory from the drop down “User Rights for” drop down.
    4.Add the required user in that territory, by clicking “Add User”.
    5.Finally Save it.

    Hope this helps!

    Regards,
    Dinesh

*Community Hub is the new name for Sage City