User management

Roles

The application used three different roles:

• TM_Admin: this role can create a project, design territories, assign a territory to a user (whatever this user role). This role can see all the Territory Management Project for an organization.
• TM_Owner: this role has the same capabilities than the TM_Admin role, except that it sees only its owned project.
• TM_Stakeholder: has no right. This role is used to declared a user that a designer can assign to a territory.

Add an user

To add a user to the Full Edition, click on the “Add a user” button:

Click on the lookup icon to find a user from your org:

The standard Salesforce Lookup window is popup. Click or search for a user that you want to add:

Select a role (this is a specific role for the application, not the same as a Salesforce role).

And click “Save”. If there is any error, the information is displayed. Otherwise, the admin is forwarded to the Admin page.

There is now a new user declared as a Designer (with role TM_Admin). As you can see, the used licenses has been incremented to 1.

In the action column, admin can:

Edit the user and change its role only

Remove the user to the TM Designer App