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EasyTerritory now makes it easy for regional administrators to delegate realignment work to their territory or sales managers without having to approve every movement of postal codes between territories. This takes the workload off of the administrator while ensuring the overall result at the regional level is sound. One of the major risks in delegating realignments is in the cross-contamination of regions when a territory manager inadvertently moves postal codes from an adjoining area that is not in their purview. Managed projects prevents this. Work gets done more efficiently and territory managers get a more direct-feel for the edits they make.
A regional administrator creates a managing project to define each region a given territory manager has access to. This project is only accessible to the administrator. The administrator also creates a managed project and links it to the managing project. The managed project is accessible by all of the managers under the regional administrator. When a territory manager opens the managed project, they only see their region and can only edit postal codes (or counties, states, etc.) as defined by their regional administrator. It only takes a few minutes to set this up — here’s how:
Starting in EasyTerritory version 3.39.xx managers can now create derivative projects through a project save-as and then merge their derivatives back into the master managed-project using a markup workflow. The advantage to using this approach is that it allows managers to try several variations in different derivative projects. The merge process only moves the manager’s markup into the master leaving all other project settings and map layer configurations untouched.
For questions about this feature contact email@example.com.