Sage CRM: Create and Edit Territory Structures
Автор: Sage Customer Support and Training
Загружено: 2026-02-12
Просмотров: 21
Описание:
In this short training session, we explore how Security Territories work in Sage CRM and why they are essential for controlling data visibility across your organisation.
You will learn what a Security Territory is, how territory hierarchies determine which records users can see, and how parent and child territories inherit access. Using practical examples based on Sage CRM demo data, we demonstrate how different users see different records depending on where they sit in the structure, and how managers in higher territories can see data across multiple regions.
The session also walks step by step through how to create a new territory, edit an existing one, and manage translations in multi-language environments. If you are a System Administrator or responsible for CRM governance, this training will help you design and maintain a clear, secure, and scalable territory structure.
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