Can I assign a user to multiple territories in Zoho FSM?
Yes. You can assign a user to multiple service territories in Zoho FSM.
To assign a user to a territory:
- Go to Set up.
- Under workforce, select territories.
- Navigate to the desired service territory.
- Click Add Resource.
- Select the user, specify the Start Date and End Date, then click Save.
Once assigned,
- The user will appear in the Service Resource dropdown when creating appointments for that territory.
- They will be displayed under the territory in the Gantt view of the Dispatch Console.
- Their availability for service appointments will be limited to the assigned territory and timeframe.