Add members to a territory

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

    • Add territory members with their appropriate responsibility to get access to the CRM entities belonging to the territory.

    Vorbereitungen

    Role required: sales territory admin, sales territory manager

    Warum und wann dieser Vorgang ausgeführt wird

    • A territory comprises a team, where different members play different roles.​
    • A member can belong to one or more territories, where they can play different/same roles.​
    • A member can have different roles in the same territory.​ Their membership and role grant them access and permission to the CRM entities. The access is driven by the responsibility framework, for additional information see Create a responsibility definition.
    • Only active members during their membership period get access to the CRM entities.

    Prozedur

    1. Navigate to All > Sales Territory Management > Territory.
    2. From the territories list, open the territory where you want to add members and member roles.
    3. On the Territory Members tab, select New.
    4. On the form, fill in the fields.
      Tabelle : 1. Territory Membership Override form
      Fields Description
      Territory Name of the territory.

      This field is automatically set to the territory for which the member is added.
      User Name of the member.
      From Date from which the member is available to work in the territory.
      Membership type Type of membership for the member, either primary or secondary.
      Active Option to indicate whether the member is available to work in the territory.
      To Date until which the member is available to work in the territory.
      The member appears in the Territory Members related list.
    5. On the Territory Members tab, select and Open Record of the territory member to add Territory Member Roles.
    6. On Territory Membership Responsibilities, select New.
    7. On the form, fill in the fields.
      Tabelle : 2. Territory Membership Responsibility form
      Fields Description
      Territory Membership Name of the member.
      Member Role Role of the team member. Following member roles (related party types) and responsibility are shipped by default:
      • Account Executive
      • Solution Sales Executive
      • Price Band Approver

      However, more roles can be configured. For more information, see Create related party configurations.
      The member with the defined role appears in the Territory Member roles related list.