Note that organizational units and territories are administration tools, so, only managers and administrators can access and use them.
Both these tools enable you to segment your cases, and consequently, the case reports. You can generate useful data and enhance reporting. Such segmentation of cases in Solastis CRM also serves as a basis for creating authorization roles.
In other words, administrators and managers can use organizational units and territories to create authorization roles and assign specific users to carry out specific tasks. Let’s say that you have a product line. You get hundreds of sales inquiries every month from different locations for different products. It would be useful if you could organize and analyze cases according to location and product type (or by using a combination of both location and type of product). So, if you sell hardware and software in five different cities, you could segment and generate a report for a hardware sales case in a particular city. For example, you could find out the number of hardware sales completed in Sydney. You could also assign a specific employee to handle such a case.
As you can see, you can combine both these tools and control user access with more flexibility in Solastis CRM. You can read more about it further in this section as well as in the “user accounts” section of Solastis user guide for administrators.