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

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

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

    Before you begin

    An administrator must Configure Field Service Territory Planning.

    Role required: wm_admin

    About this task

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

    Procedure

    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.