Enterprise Territory Management for territory-based access
Key Takeaway
Use Enterprise Territory Management (ETM) when your teams cover accounts by territory, because its access follows territories, not reporting lines.
Enterprise Territory Management (ETM) lets you control record access and ownership based on territories, such as geographic sales regions. It is the right fit when your teams' account coverage is based on territories.
ETM compared with the role hierarchy
ETM and the role hierarchy grant access in different ways. The role hierarchy automatically gives users access to records owned by or shared with their subordinates, so access follows reporting lines. Unlike the role hierarchy, ETM groups users and accounts by the territories they belong to, so access is based on territories.