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Territory Management - chosing the right access restriction rule

Dear all,

we work with Territory Management. Thus, currently, we use Access Restriction Rule "3 - Territories".

Problem:
When a Sales Rep is added as "Attendee" to a visit in a FOREIGN (not his/her own) territory, he/she can not see that visit in his/her calendar. The same applies for appointments. If a Sales Rep A is added as "Involved party" in the Territory of Sales Rep B, then A can not see that appointment.

Does anybody have an idea, which Access Restriction Rule would best apply here?

Any Feedback would be much appreciated.

Martin

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2 Answers

  • Best Answer
    Apr 24 at 10:43 PM

    Hi,

    This is expected behavior when utilizing Rule 3, which restricts access only to the territories/sub-territories for which the employee is assigned to. You can try using Rule 2, which would have a broader access based on involvement.

    Best regards,

    Arthur

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  • Apr 25 at 07:25 AM

    Dear Arthur, OK, will do.

    Thank you and regards,

    Martin

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