US English (US)
SR Serbian

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
English (US)
US English (US)
SR Serbian
  • Home
  • CloseOut Web App
  • Administration

Territory Access

Written by Relja Lazarević

Updated at March 27th, 2025

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • CloseOut Web App
    Getting Started Dashboard New Tasks GIS Works Navigator Control Panel Monitoring Work Scheduler Reports Video Time Tracking Time Validation Administration Security Notifications
  • CloseOut Mobile App
    Android iOS
+ More

All custom roles can be granted territory access. By doing so, a role will have access to all projects that are assigned for a chosen territory structure, without necessity to add that user with that role manually in Security to every project on that particular territory. 

You can assign territory access to the role by going to Administration>Settings>Roles:

The next step is to hover over a custom role, click on the 3 dots and check the territory access box, followed by apply.


 

All roles with granted territory access will have a globe icon next to them when created or edited.


 


After role with territory access is selected, fields Country and Line of business will become available. Then you can assign to which territory structure user will have access to all projects.

 


After selecting a country, “Show details” will become available. This gives us the option of choosing a territory structure.
Besides territory structure, Line of business can be set which can narrow down user’s access to projects furthermore. 

 

 

If no country is selected, then user will have a global access to all projects within the tenant.

 

Delete

Info

Users with territory access will not be visible in Security since they will have access to all projects within the selected territory structure.


 

 

 

zone reach area entry

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Administration of Users
  • Administration of PDF Templates
  • Settings of a CloseOut Web Application
  • Administration of Templates

Copyright 2025 – CloseOut.

Knowledge Base Software powered by Helpjuice

Definition by Author

0
0
Expand