1. Ravi, a technician assigned to the North Zone, can view and work on Service Appointments and Work Orders only for customers located in the North Zone. He cannot see records belonging to Central or South Zones.
   
2. Maria, a dispatcher for the Central Zone, can schedule and manage appointments only within her territory. When viewing the Dispatch Console, she sees only Central Zone resources and jobs, keeping her workspace clean and relevant.
   
3. The Administrator, who oversees all regions, has access to every territory, allowing them to track performance, reassign work, and monitor workload across all zones.
   

 Available in Editions: Premium

Enabling Territory-Based Permission

Permission Required: Create/Edit of Manage Profiles

1. Navigate to Setup > Security Control > Profiles and select the desired custom profile.
   
2. Enable the toggle Territory Based Permission.
   
   
   

On the Users List page (Setup > Workforce > Users), an icon [ ] will appear next to the profile name of the users for whom territory-based permission is enabled. 

How Does Territory-Based Permissions Work

1. Contacts/Companies/Assets
   
2. Requests/Estimates/Work Orders/Service Appointments
   
3. Users/Crew/Equipment
   
4. Time Sheets/Trips/Time Off
   
5. Attendance
   
6. Job Sheets/Service Reports
   

Points to Remember

1. If a record has no territory assigned, then:
   
1. Users with territory-based permission cannot access the record.
   
2. Only Admins can view such records until a territory is assigned.
   
2. If a Contact/Company has multiple addresses, each with a different territory:
   
1. The user will have access to the Contact/Company only if at least one address matches their territory.
   
2. If none of the addresses match, the Contact/Company will not be visible.
   
3. Different territories for Companies and Contacts 
   
1. If a Company is accessible (territory matches), the associated Contacts will also be visible only if their address territories also match the user’s territory.
   
2. If a Contact belongs to a Company but does not share a matching territory, the Contact will not be accessible.
   
3. Conversely, if a Contact is accessible but the Company does not match the user’s territory, the Company itself will not be accessible.
   
4. If a user is removed from a territory:
   
1. They immediately lose access to all records associated with that territory.
   
2. This restriction applies regardless of whether they previously viewed or worked on those records.
   
3. Access is always determined by the user’s current territory assignment.
   
5. Record ownership does not grant special access when territory-based permission is enabled.
   
1. Even if a user creates a record, they will not be able to access it unless the record has a territory that matches one of their assigned territories.
   
2. If the record has no territory, only the Admin can see it.
   
6. In Dispatch Console too, only the territories to which they have access will be listed.