Manual territory alignment of affiliated accounts by field users
Key Takeaway
A field user can align an affiliated account from outside their territory to their own territory from the mobile Affiliations view. Field users can do this only after an admin enables searching for accounts outside the user's territory in Account Search Preferences in the Admin Console.
In Life Sciences Cloud, a field user's territory controls which accounts they can view and manage. By default, an affiliated account that belongs to another territory is out of reach. Manual territory alignment lets the field user bring that affiliated account into their own current territory from the mobile app's Affiliations view. Before field users can do this, an admin must allow users to search for accounts outside their territory.
Why an affiliated account can be out of reach
A user can access only the accounts aligned to the same territory as the user. So when an affiliated account belongs to another territory, the user must align it to their own territory before they can view its details.
Account alignments don't inherit up or down the territory hierarchy. An account aligned to a parent territory isn't available on its child territories. An account aligned to a child territory isn't available on the parent. A user who needs an account from another territory level must manually align it to their own territory.
Your company has a parent territory called Northeast with a child territory called Boston Metro. An account is aligned to Northeast. Even though Boston Metro sits under Northeast, the account isn't available to a rep in Boston Metro. The rep must manually align the account to Boston Metro to work with it.