Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/TerritoryManagement/Config.htm

## Configuring Territory Management

This topic includes information on Territory Management components and the configuration steps required to use Territory Management.

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Components](#)

### The account\_territory\_\_v Object

The account\_territory\_\_v object serves as a link between an account\_\_v record and the territory\_\_v record it is assigned to.

### The geography\_territory\_\_v Object

The geography\_territory\_\_v object specifies which geographical areas are associated with territories. This information can be used in [Territory Assignment Rules](AssignAccts/CreatingAssignmentRules.htm) to automatically assign accounts to territories based on their addresses' postal or brick codes.

* Postal code – A government-defined geographical area
* Brick – A code referring to a geographical area as defined by a data provider

### The territory\_\_v Object

The territory\_\_v object defines territories and their structure within the hierarchy. Territories are used to group accounts, geographies, and users together.

### The user\_territory\_\_v Object

The user\_territory\_\_v object serves as a link between a user\_\_sys record and the territory\_\_v record it's assigned to. There is exactly one user\_territory\_\_v record for each user and territory combination.

To keep these objects effective and simple, do not create custom fields on the above objects.

### Territory Settings

Territory Settings manage and control configuration, as well as control the integration with [Vault CRM Align](https://vaultcrmalign.veeva.com/doc/Content/Home.htm). This table describes these settings and their functionality:

| Name | Description | Data Type |
| --- | --- | --- |
| align\_integration\_user\_\_v | The Align Integration User used to integrate Align with Vault CRM. | Text |
| align\_server\_\_v | The Server URL of the Align instance integrated with Vault CRM.  The value is set by the integration. Do not edit this setting. | Text |
| align\_territory\_feedback\_mode\_\_v | * Enables the Vault CRM portion of Align Territory Feedback functionality: 0 or empty – The feature is disabled. This is the default setting. * 2 – Enables [Integrated Territory Feedback](https://vaultcrmalign.veeva.com/doc/Content/Align/TerrFeedback/Overview.htm) | Number |
| align\_vault\_id\_\_v | Stores the Align Vault ID integrated with Vault CRM.  The value is set by the integration. Do not edit this setting. | Text |
| align\_vault\_integration\_id\_\_v | Indicates the Align Vault GUID integrated with Vault CRM.  The value is set by the integration. Do not edit this setting. | Text |
| align\_version\_\_v | The version of Align integrated with Vault CRM.  The value is set by the integration. Do not edit this setting. | Text |
| atl\_mode\_\_v | * Indicates the ATL processing mode: 0 or empty – Enables [Classic ATL Processing](AssignAccts/ATL.htm#Classic). This is the default value. * 1 – Enables [Incremental ATL Processing](AssignAccts/ATL.htm#Incremen) | Number |
| external\_id\_\_v | Stores the external ID used for metadata migration.  This setting is customer managed and does not have set parameters. | Text |

### Configuring Territory Management for

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Territory Managers](#)

To configure Territory Management for Territory Managers:

1. Grant the following permissions:

   | Object | Object Permissions | Object Types | Fields | Field Permissions |
   | --- | --- | --- | --- | --- |
   | account\_territory\_\_v | CRED | n/a | All fields | Edit |
   | geography\_territory\_\_v | CRED | n/a | All fields | Edit |
   | territory\_\_v | CRED | n/a | All fields | Edit |
   | user\_territory\_\_v | CRED | n/a | All fields | Edit |
2. Add Related Object sections for the following objects to the appropriate **territory\_\_v** page layouts:

   * account\_territory\_\_v
   * geography\_territory\_\_v
   * user\_territory\_\_v
3. Grant users access to the following tabs:

   * Territories
   * Account Territories
   * Geography Territories
   * User Territories

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure Territory Management for end users, grant the following permissions:

| Object | Object Permissions | Object Types | Fields | Field Permissions |
| --- | --- | --- | --- | --- |
| account\_territory\_\_v | R | n/a | All fields | Read |
| territory\_\_v | R | n/a | All fields | Read |
| user\_territory\_\_v | R | n/a | All fields | Read |

### Related Topics

[Creating and Assigning Territories](AssignAccts/CreateTerr.htm)

[Creating Territory Assignment Rules](AssignAccts/CreatingAssignmentRules.htm)

[Using the Account Territory Loader](AssignAccts/ATL.htm)