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Creating a Territory
Creating a Territory

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

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Written by Shenai
Updated over a week ago

Territories are used to group multiple depots together. Because resources and clients are assigned to a specific depot, adding multiple depots in a territory allows for the sharing of these resources and clients.

When scheduling this means if you're signed into one depot, you're able to select and schedule bookings for the clients who are assigned to other depots but within the same territory.

How to Create a Territory

  1. Navigate to My Company on the sidebar

  2. Click Territories on the top toolbar

  3. Click + New

  4. Name and add a description of the territory

  5. Click create.

How to assign a depot to a territory

  1. Navigate to the My Company tab

  2. Select Depots on the top tab bar

  3. Click on the depot that you'd like to add to a Territory

  4. Scroll down the overview pop out to the Territory select

  5. Select the Territory from the drop-down options

  6. Save

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