Assign a location to a group

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

About this task

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

Procedure

  1. Navigate to Territories > Groups.
  2. Open a group record.
  3. In the Locations Covered related list:
    • Click Edit to add an existing location to the group.
    • Click New to create a new location to associate to the group.
    Note: To determine which group covers a given location, the system checks the location hierarchy to see if there are any groups assigned to the location. If not, the system checks the upper level of hierarchy.