Territories are used to control access to data, for the Users in the system, as well as Organisations and Persons, what they are linked to, and Overviews, Documents, Templates and Budgets.
Territories kan be renamed to what fit your company needs, for example to offices, departments or regions.
Go to Configurations --> Drop down-lists --> Organisations to find Territories, and add and edit these.
You can create up to 9999 Territories and use them to control data access. An Organisation can only belong to one Territory, but an User can have access to multiple Territories, or all Territories.
If an User doesn't have access to a specifik Territory, he/she will not be able to see Organisations, that belongs to the this specific Territory.
Notice: As a default all Users are set to All Territories. Go to Configurations --> Users and choose an User, to mark the correct Territories for this User.
Permit info level access for all: Territories
If you want Users to see the existence of Organisations that are outside of the Territory access, you can activate Permit info level access for all: Territories.
This enables the Users to see all Organisations and who owns them, but they will not have the access to edit these Organisations, see linked entities such as Activities, Orders or Meetings. This could come in handy if your company work with global Organisations, across different countries. The User can for example contact the responsible on the Organisation in another Territory, an create an introduction or a sales opportunity across Territories.
After marking Permit info level access for all: Territories, remember to click the Save button, to update all access rights.