Setting a business area

  1. Select System configuration > Territory management
  2. Select a territory.
  3. In the Business area section, specify this information:
    Business area
    Select a business area from the list.
    Sales person
    Select a user from the list. The user inherits the permission settings configured in the Web Toolbox upon creating or updating an account that belongs to the territory.

    See Configuring Business Area responsible rights.

    Role
    Select a role from the list.
  4. Click Save.