Enable Access to Territories for Account Manager

As administrator, you can enable an account manager to access territories:

1. Navigate to Security Console > Administration > Manage Database Resources.

2. Search for MOT_TERRITORIES in the Object Name field.

3. In the search results, select the row for MOT_TERRITORIES and click Edit.

4. On the Policy tab, click Create.

5. In the Create Policy dialog box, do the following:

   1. On the General Information tab specify the following information:

      • Name: Grant for Account Manager

      • Module: Territory Management

   2. On the Role tab:

      1. Click Add and search for the role for which you're creating the data security policies using the following information for each of the objects:

         Role Name	Search Fields
         Account Manager Custom	Role Name: ACCOUNT_MANAGER_CUSTOM Application: CRM

      2. Select the above mentioned roles from the search result and click OK.

   3. On the Rule tab, select All Values in the Row Set list.

   4. On the Action tab, move all Available Actions to Selected Actions box.

   5. Click Save and Close.

   6. Click Submit.