Managing territories (administrator)

Territory management is a method of user access security in CPQ Enterprise Quoting. When representatives are assigned to a territory, they can access agreements, projects, and quotes/orders for only the customers, and child dealers when applicable, that are also assigned to that territory. If representatives also have some level of on-behalf-of quote/order permissions for child dealers, then they can not only view dealer quotes and orders but also create them.

Territories are hierarchical, so access to a parent territory automatically provides access to its child territories.

Quotes or orders in the system for which no customer has been selected can be viewed across all territories.

Use the Manage Territories setting on the Representatives form to enable territory management for any representative. This makes the representative a territory manager, so he or she can add, update, remove, and assign territories, based on the scope of the user's own assigned territories.