1. From Setup, enter Territory in the Quick Find box, then select Territory Settings.
2. Choose default access levels for accounts, contacts (depending on your organization-wide default setting), opportunities, and cases. These are the access levels that will be selected by default when a new territory is created. For descriptions of these fields, see Territory Fields.Note These settings are not retroactive and do not affect territories that already exist. When creating or editing an individual territory, you can override thesedefault access levels. See Create Territories.
3. Optionally, check Forecast managers can manage territories. When this box is checked, forecast managers can administer subordinate territories: they can manage users, manually add accounts, and manage account assignment rules for territories that are below their immediate territory. Also, they can add child territories to both their immediate territory and lower territories. To learn more about forecast managers, see Assign Forecast Managers in Your Forecast Hierarchy.