Using sibling territories

You can set up rights in sibling territories. For example, you can set up all users associated with the Sales profile, whose Home Territory is at the lowest level within Europe (Germany, Benelux, UK, or Ireland) to view opportunities at the same level within the territory hierarchy.

1. Click <My Profile> | Administration | Users | Security.
2. Click Security Policies and click Edit.
3. Set Use the user's sibling territories to Yes and click Save.
4. Return to the Security area and click Security Profiles.
5. Select User's sibling territories 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 sibling territories | Opportunity.
9. Click Save. Users associated with the Sales profile, who have Germany, Benelux, UK, or Ireland as their Home Territories, can now view opportunities in any of these territories.