Allowing absolute territories in profiles

You can enable security policies to extend existing security profile and territory settings. The following steps give users associated with the Operations profile view only rights to opportunities in Europe.

1. Click <My Profile> | Administration | Users | Security.
2. Click Security Policies and click Edit.
3. Set Allow absolute territories in profiles to Yes and click Save.
4. Return to the Security area and click Security Profiles.
5. Select Europe from Profile rights for and click Add Profile to this territory.
6. Select the Operations profile and click Save.
7. Click the Operations profile link. You can now edit the rights for the Operations profile.
8. Select View in Europe | Opportunity.
9. Click Save. All users associated with the Operations profile can now view opportunities in Europe and child territories. To edit the Operations User’s Home Territory rights and Assigned To rights, click the Operations profile link.