Time Off Territory rule scope by event type, profile, and TOT type
Key Takeaway
Time Off Territory rules are scoped at three levels: TOT Event Type (Downtime Type for standard TOT events, Downtime Category for custom TOT events), then profile (a specific profile, or Default for all profiles in the org), then TOT type, where values in a TOT type's row override the default rule.
Time Off Territory (TOT) rules decide whether a field user can log time off when that time overlaps other activities, such as visits. The rules exist to prevent scheduling conflicts and to keep time-off entries in line with company policy. You scope each rule set by the TOT event type (standard or custom), by the profile it applies to, and by the individual TOT type.
What Time Off Territory rules do
TOT rules control how TOT events interact with other activities, such as visits. The rules decide whether a TOT event can be created alongside those activities, so scheduling conflicts are caught before they reach a rep's calendar.
The "Time Off Territory Rules" setting is org-wide. You can't turn on rule-based configuration for only some users, so you narrow the rules by profile instead.
Turning off Time Off Territory Rules doesn't remove validation. Without rule-based configuration, standard validations are still enforced. Under those standard validations, TOT events are not allowed during visits, non-business hours, or holidays.