At four stores you'd assign people store by store. At four hundred that's unmaintainable, and worse, it's wrong every time a store opens — the new store belongs to nobody until someone remembers to add it.
So stores can be grouped two independent ways, and a person's territory can be stated in terms of those groups.
- Regions are the primary grouping, usually geographic — Ohio Valley, Southeast.
- Markets are a second, independent grouping that can cut across regions — metro areas, franchise groups, or whatever axis your business actually uses.
Putting many stores into a group at once: on Stores & locations, tick the stores (or Select all) and a bar appears to apply one region and/or market to the whole selection. Each field can also be left as it is or cleared, so you can set a market without touching regions. A store's own page still changes just that store.
A member's territory runs in ONE mode at a time — entire organization, chosen regions, chosen markets, or hand-picked stores — set on their member page. The region and market modes auto-include stores added to those groups later; the hand-picked mode covers exactly the listed stores and nothing new. The member page shows how many stores their current mode actually covers, so a mode change can't silently shrink someone's territory.
In the dashboard: Regions — Group stores into regions so a manager's territory is one setting instead of a list.