The Access Window
The Access window lets you view and create territory access records for an account or lead, to freeze existing territory assignments, or to reassign an access. You can view access privileges by account, lead, employee, territory, or partner.
If an account or lead is erroneously assigned to a territory, a sales representative can request that it be reassigned by sending notification to the territory administrator. You, as territory administrator, use the Reassignment region of the Access window to view all reassignment requests.
If you make changes within the Access window, remember to freeze an assignment so the Territory Access program doesn't change it. To freeze assignments, check the Freeze check box that appears in most of the region poplists described.
1. From the Navigator, choose Setup -> Sales Organization -> Territories -> Accesses to open the Access window.
2. Select the Accesses in Question tab in the Access window.
3. Choose Query to search for outstanding reassignment requests.
Any reassignment notifications will be presented. Check the message provided with the reassignment request for instructions.
1. Reassign the account or lead to the appropriate territory by changing the territory information displayed in the Reassignment window as appropriate.
Attention: It's important to correct the cause of the incorrectly assigned territory in the account, lead or territory information because the next time the Assign Territory Access Program runs, it will reassign the account or lead back to its original (incorrect) territory.
2. Choose Save on the toolbar to add the reassigned territory to the database.
1. Select the Account tab.
2. Enter the account's identifying information in the Customer Name, Number, and Account Code fields.
The system displays all employees and/or partners having access to the account along with the territory name and access type.
4. Enter an employee or partner and check the Keep check box.
If you are adding an employee or partner who would not normally have access to this account, check the Keep check box so that the assign territory access program will not try to reevaluate the assignment.
5. Check the Team Leader check box for the respective employee or partner.
6. Choose Save on the toolbar to add the assignments for an account to the database.
1. Select the Opportunity tab.
2. Enter the opportunity number.
The system displays all employees and/or partners having access to the opportunity along with the territory name and freeze date.
4. Enter an employee or partner and check the Keep check box.
If you are adding an employee or partner who would not normally have access to this lead, check the Keep check box so that the Assign Territory Access program will not try to reevaluate the assignment.
5. Check the Team Leader check box for the respective employee or partner.
6. Choose Save on the toolbar to add the assignments for a lead to the database.
1. Select the Employee tab.
2. Enter the employee's name.
The system displays all accounts assigned to this employee along with an opportunity number and main interest. If applicable, it might display the territory name and freeze date.
If you are adding an account that would not normally be assigned to this employee, check the Keep check box so that the assign territory access program will not try to reevaluate the assignment.
5. Check the Team Leader check box for the respective employee or partner.
6. Choose Save on the toolbar to add the assignments for an employee to the database.
1. Select the Partner tab.
2. Enter the partner's name.
The system displays all accounts assigned to this partner along with an opportunity number and main interest. If applicable, it might display the territory name and freeze date.
If you are adding an account that would not normally be assigned to this partner, check the Keep check box so that the assign territory access program will not try to reevaluate the assignment.
5. Check the Team Leader check box for the respective employee or partner.
6. Choose Save on the toolbar to add the assignments for a partner to the database.
1. Select the Territory tab.
2. Enter the territory name.
The system displays all accounts assigned to this territory along with an opportunity number and main interest. If applicable, it might display the territory name and freeze date.
4. Check the Team Leader check box for the respective employee or partner.
To see territories to be reassigned: