Using a parent territory

You can extend the rights of users associated with a profile to view opportunities in the parent territory. For example, all users associated with the Sales profile and whose Home Territory is at the lowest level within Europe (Germany, Benelux, UK, or Ireland) could view opportunities in Europe.

1. Click <My Profile> | Administration | Users | Security.
2. Click Security Policies and click Edit.
3. Set Use the user's parent territory to Yes and click Save.
4. Return to the Security area and click Security Profiles.
5. Select User's parent territory from Profile rights for. A list of profiles associated with user's sibling territories is displayed.
6. Click Add Profile to this territory. This is not a true territory, just a means of displaying access rights to the administrator.
7. Select the Sales profile and click Save.
8. Click the Sales profile link and select View in User's parent territory | Opportunity.
9. Click Save.