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Editing Territories

An Org Admin can reopen the Classify Territories modal at any time from the Coverage Assignment page to rename territories or reassign states. Two things to know:
  • Assignments are preserved. Removing or renaming a territory does not delete existing rep assignments — they’re kept and re-mapped when the updated territories are applied.
  • The counter keeps you honest. Apply stays disabled while any states are unassigned, so you can’t accidentally leave part of the country uncovered by a territory definition.

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Changing Rep Assignments

All rep changes happen directly in the brand grids on the Coverage Assignment page:
  • Add a rep — click + Add Rep in a cell and pick from the dropdown (searchable; lists only that brand’s Brand Managers and Brand Reps not already in the cell).
  • Remove a rep — click the ✕ on their chip. Removal applies to that cell only.
  • Overflow cells — when a cell has more reps than fit inline, the chips truncate and a See More toggle appears. Expand it to view the full list.
Changes persist immediately and survive reload.

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Managing Coverage from the Teams Page

You don’t have to leave the Team Dashboard to adjust a member’s coverage. The Members table includes a Coverage Assignment column showing each member’s assigned territories as chips. From a member’s row, a manager can:
  • Add a territory — open the inline selector and pick one. The selector lists only territories not already on that member; if none remain, it shows “No territories to add.”
  • Remove a territory — click the chip’s ✕.
The column stays in sync with the Coverage Assignment page in both directions: adding a territory here reflects there, and removing a territory here clears that member’s rep assignments for it on the Coverage Assignment page. Column behavior: The column only applies to Brand Manager and Brand Rep rows on coverage-enabled brands, and follows the same permissions as the main page: Org Admins edit across all brands, Brand Managers edit within their managed brands, and everyone else sees the column read-only.
Removing a territory from a member’s row is not cosmetic — it clears their rep assignments for that territory. If they were the only rep covering a cell, that cell will be left empty until someone reassigns it.

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Permissions Recap

Permissions are enforced server-side as well — an edit outside your scope is rejected even if a control appears interactive.

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Troubleshooting

Setting Up Coverage Assignments

First-time territory classification and rep assignment.

How to Manage Team Roles and Remove Members

Change brand roles so the right people are assignable as reps.