Setting Up Coverage Assignments

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Before You Begin

• Only an Org Admin can classify territories. This is the required first step — the assignment grid has no columns until territories exist.
• Org Admins can assign reps on any brand; Brand Managers can assign reps on brands they manage.
• Reps must already be on your team as a Brand Manager or Brand Rep on the relevant brand. Invite them first from the Team Dashboard if needed.

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Step 1: Classify Your Territories

Territories are named groups of US states. They are global — one territory setup applies across all of your brands.

1. Open the Coverage Assignment page in your partner workspace.
2. Click Classify Territories (top-right of the page).
3. Leave the template dropdown on Custom Classification (the only option today).
4. Name your first territory — territory names are limited to 20 characters.
5. Click the state abbreviation pills to add states to the territory. All 50 US states plus DC are available.
6. Click + Add Territory to create additional territories. Each new territory row shows only the states not yet assigned, so a state can never belong to two territories.
7. Watch the footer counter — it reads “X of 50 states across Y territories — Z unassigned”, with the unassigned count highlighted in orange while any states remain unassigned.
8. Click Apply. Apply stays disabled until every state is assigned and at least one territory has at least one state.

After applying, your territories appear as the columns of every brand’s assignment grid.

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Step 2: Assign Reps in the Grid

Each brand renders as its own expanded section on the Coverage Assignment page, with a chevron to collapse it. Inside each section:

• The Product Line column is pinned on the left; territory columns scroll horizontally when they exceed the page width.
• The first row is All Product Lines, with the helper text “Reps added in this section will be automatically added to all product lines.”

To assign a rep:

1. Click + Add Rep in the cell for the territory (and product line) you want to cover.
2. A dropdown opens listing the brand’s assignable reps — Brand Managers and Brand Reps, shown with avatar and name. Members already assigned to that cell are excluded.
3. Use the search input to filter the list by name in real time.
4. Select a rep. They’re added to the cell as a chip and removed from the dropdown.

Clicking outside the dropdown closes it without making a selection. If every eligible rep is already assigned to that cell, the dropdown shows “No Reps to add.” Cover a whole brand and territory at once: add the rep to the All Product Lines row — they’re automatically applied to every product-line row in that brand and territory. To remove a rep: click the ✕ on their chip. This removes them from that cell only; their assignments in other cells are untouched. Assignments save against the brand + territory + product-line combination and persist across reloads — there’s no separate save button.

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Next Steps