Configure territory view to allow users to see other members' schedules

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Allow users to switch between viewing assignment groups and territories within Workforce.

    시작하기 전에

    An administrator must Configure Field Service Territory Planning.

    Role required: wm_admin

    이 태스크 정보

    Enable territory view by setting the technician visibility type to allow Workforce users to see other members' schedules in the territory view.

    프로시저

    1. Navigate to All > Field Service > Territory Planning > Territory.
    2. Select the Technician visibility type field on the group record where you want to add territory visibility.

      If you don't see the Type field, click the gear icon to configure the form and add this field.

    3. Choose the visibility type.
      ToDo This
      Make all members within the territory visible to each other. Select Internal.
      Make all members in the territory visible to all other territories. Select External.
    4. Select Save.