Head Office
Pages
  1. Review and allocate shared enquiries
  2. Maintain organisations and territories
  3. Review networks, partner enquiries and the public site
  4. Review product governance records
  5. Screen reference
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User guide · Head Office

Maintain organisations and territories

Review the Head Office records that define partner organisations and geographic territory coverage.

Head OfficeStep-by-step instructions

Open organisations

Head Office

1Step 1 of 4

The organisation list presents the partner records governed by Head Office.

  1. Find the organisation that needs review before opening create or edit actions.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can identify the correct partner organisation.

Head Office · Organisations & territory01

Review an organisation

Head Office

2Step 2 of 4

The organisation detail is the network-level record for the selected partner.

  1. Confirm identity and lifecycle state before making an authorised change.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You are reviewing the intended organisation.

Head Office · Organisations & territory02

Open territory coverage

Head Office

3Step 3 of 4

The territory list records geographic coverage used by network operations.

  1. Find the territory that needs review and check its organisation relationship.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can inspect the current territory records.

Head Office · Organisations & territory03

Prepare a territory record

Head Office

4Step 4 of 4

The add or edit form makes the coverage definition explicit.

  1. Enter only approved coverage data and review it before saving in live administration.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

The territory form is ready for review; no coverage is changed by the guide.

Head Office · Organisations & territory04
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