Add agents to a territory

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Add agents directly to a territory without adding them to the assignment groups. Enables agents to start working on tasks right away.

    Before you begin

    Role required: sn_fsm_tp.fsm_territory_planner, sn_fsm_tp.fsm_territory_manager

    About this task

    • You can add agents to the territory even though its assignment group isn’t added to the territory.
    • Agents can work in a territory for the specified duration.
    • You can define multiple memberships for the same agent if they aren’t overlapping with the same start and end dates.

    Procedure

    1. Navigate to All > Field Service > Territories.
    2. From the territories list, open the territory for which you want to assign agents.
    3. In the related list for the agent memberships, select New.
    4. On the form, fill in the fields.
      Table 1. Territory Membership
      Fields Description
      Territory Name of the territory.
      Membership type Agent type for territory, either as primary or secondary agent.
      User Name of agent.
      From Effective from the date for the agent to start work in the territory.
      To Effective to date for an agent to end work in territory.
    5. Select Submit.
      The agent is added directly to a territory for the specified duration.

    Result

    The agents appear in the Agent Memberships related list when you open the territory record. Dispatchers can then assign tasks manually or automatically to agents associated with the territory.