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Creating a Territory
Creating a Territory

This article goes over how to create territories and assign depots to territories

Traffio avatar
Written by Traffio
Updated over a week ago

Territories are used to group multiple depots together. Since resources and clients are assigned to specific depots, placing multiple depots within a territory enables the sharing of these resources and clients. When scheduling, this means that if you're signed into one depot, you can select and schedule bookings for clients assigned to other depots within the same territory.


How To Create a Territory

  1. Navigate to My Company on the sidebar

  2. Click the Territories tab

  3. Click +New

  4. Name Territory

  5. Add a Description (optional)

  6. Click Create


How To Assign a Depot To a Territory

  1. Navigate to My Company on the sidebar

  2. Select the Depots tab

  3. Click the desired Depot

  4. Scroll down the Territory section

  5. Select the Territory from the drop-down options

  6. Click Save

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