Rebalancing the territory tree

When you move or merge territories, or need to add more territories than the standard capacity, you must rebalance the territory tree to update the territory hierarchy and associated security rights.

You cannot undo rebalancing.

Before rebalancing, back up the Sage CRM database and ensure all users are logged off Sage CRM. Inform users when rebalancing will occur and ask them to remain logged off for the few minutes that rebalancing takes. To check if all users are logged off, open the Current Activity tab. For more information, see Viewing user activity for all users. You can manually force users to log off. For more information, see Locking the system.

  1. Click <My Profile> | Administration | Users | Security.
  2. Click Rebalance.
  3. Click Next. A message is displayed when the rebalancing process has completed.
  4. Click Continue. You can now add new territories from the New Territory page.