Managing territories and agents from Territory Planning console

concept brazil Updated Sep 10, 2026 2 min read using-territory-planning-console.md
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Use the Territory Planning Console to assign work orders or work order tasks to agents or crews in the territories that best match their location based on conditions that you set.

Territory Planning Console

The territory map in the Territory Planning Console provides a visual representation of a territory so you can easily see the location of the agents and crews assigned to the territory and also assign the work order tasks.

The personas with the role sn_fsm_tp.fsm_territory_read will only have the view access to Territory Planning console.

Note: To identify the best matched territory for a work order task, you must enable the Field_Service_Territories territory model. For more information, see Enable the Field Service territory model.

The following table describes the list of activities you can perform as a territory planner, territory manager, and resource manager in the territory Planning console.

Action

Territory Planner

Territory Manager

View, manage, and analyze territories and their associated resources.

View territories under All Territories, My Territories, and My Selections categories.

View territories under My Territories and My Selections categories.

Add or customize data overlays to visualize more data points in the territory.

For all territories

Only for assigned territory

View detailed information such as the number of agents, crews, and child territories by clicking the territory geography.

For all territories

Only for assigned territory

Edit and stretch boundaries to include new data points.

For all territories

Only for assigned territory

Assign direct agent or crew memberships without assignment groups.

For all territories

Only for assigned territory

Hide all territory geographies in the map.

For all territories

Only for assigned territory

Specify the color code using color picker for a territory.

For all territories

Only for assigned territory

Add child territoriesNote: The child territory [Omitted image "child-territory-icon.jpg"] Alt text: Child Territory icon. icon appears only when the territory has child territories.

For all territories

Only for assigned territory

Add child territories to My Selection list.

For all territories

Only for assigned territory

## Working with territories

Perform the following tasks to work with territories:

Related topics

Configuring Field Service Territory Planning

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