Territory Management

Owned by Jean-François Lanoue, created
Sept 28, 2020
1 min read

In this article we will show you how to correctly assign a user to a territory

Instructions

In the left menu select “Hierarchies”

  1. You can expand the hierarchy and select the one that you want to modify

  2. Select the edit button and change the owner of the territory.

  3. In this example, I will like to give Eliza the ownership of the territory and remove Tom access.