Configure territory view to allow users to see other members' schedules

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Allow users to switch between viewing assignment groups and territories within Workforce.

    Vorbereitungen

    An administrator must Configure Field Service Territory Planning.

    Role required: wm_admin

    Warum und wann dieser Vorgang ausgeführt wird

    Enable territory view by setting the technician visibility type to allow Workforce users to see other members' schedules in the territory view.

    Prozedur

    1. Navigate to All > Field Service > Territory Planning > Territory.
    2. Select the Technician visibility type field on the group record where you want to add territory visibility.

      If you don't see the Type field, click the gear icon to configure the form and add this field.

    3. Choose the visibility type.
      ToDo This
      Make all members within the territory visible to each other. Select Internal.
      Make all members in the territory visible to all other territories. Select External.
    4. Select Save.