Assign a location to a user

Territory management allows field service management administrators to assign locations to users.

About this task

This creates a territory, or set of locations covered by a given user. The association helps the system to determine which users can fix problems in particular locations.

Procedure

  1. Navigate to Territories > Users.
  2. Open a user record.
  3. In the Locations Covered related list:
    • Click Edit to add an existing location to the user.
    • Click New to create a new location to associate to the user.
    Territory management at the user level is not used for automations.