Territory administration permissions
Key Takeaway
"Manage Territories" gives org-wide control of every territory model. To let a user administer only specific territories and their descendants, enable "Administer Territory Operations" and create a TerritoryAdminAssignment record for the user's territory.
Sales Territories uses separate permissions to control who can build and change territory models and who can only view them. Manage Territories gives full control over every model. "View Setup and Configuration" gives a read-only view of the Active model. Administer Territory Operations lets you hand off control of specific territories and their descendants to selected team members. The permission you choose decides which territory models and territories a user can see and change.
What Manage Territories allows
Manage Territories is the full territory admin permission. A user with Manage Territories can do the following for every territory model in the org:
- Create territory models and all their related records, such as territory types.
- View and manage models in every state: Planning, Active, and Archived.
- Activate, archive, delete, or clone models.
Give Manage Territories to the people who run territory work, such as Sales Operations managers and selected Sales managers.
Manage Territories alone doesn't get a user into Setup. Any Sales Territories task that needs Manage Territories also needs View Setup and Configuration to reach Setup. When the user does the same task through the API, View Setup and Configuration isn't required.