Working with cross territory situations

You can enable security policies to extend profile rights across territories. For example, to allow a user assign opportunities from their own territory to a user in a different territory.

1. Click <My Profile> | Administration | Users | Security.
2. Click Security Policies and click Change.
3. Set Use CreatedBy, AssignedTo, and Team special territories to Yes and click Save.
4. Return to the Security area and click Security Profiles.
5. Select Assigned To from Profile rights for.
6. Click Add Profile to this territory.
7. Select the profile and click Save.
8. Click the profile link. You can't select Insert rights in the Assigned To territory because it's not a true territory. The record must already exist for users to have special rights outside their own territory.
9. Select View and Edit in Assigned To | Opportunity and click Save. All users associated with the Sales profile can now view and edit opportunities in their home territory or child territories and any opportunities assigned to them, unless the opportunity has a company or person assigned to it. If the opportunity has a company or person assigned to it, the user must also have at least view rights on the company or person to be able to see the opportunity.
   To edit the Sales user’s Home Territory rights and Assigned To rights, click the Sales profile link. Follow these steps to set up rights where the user's Primary Team matches the team on the entity, or where the user matches the Created By field on the entity.