Territory management determines, by geographical location, the individual or group best positioned to execute a service call.

Territory management allows the assignment of a set of geographical locations to an individual or group. This assignment creates a territory. Territory management is based on a hierarchy where all locations are attached to a parent location. Top-level locations do not have a parent location. Territory Management is activated automatically with Field Service Management.

Configuration overview

The steps for configuring locations are:

1. Adding locations

   You can add locations individually or you can perform a bulk import using a CSV, XLS, or XML file.

2. Assign locations to users and user groups

   Territory management allows Field Service Management administrators to assign locations to users and user groups.