# Configuration

To configure Dashboards, Entity maps, Shape files, etc., for use in Maplytics, click on the ***Configure*** button.

![](https://3017709171-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MPnKwzedQAh8ohtXMDq%2F-Mdu398UAX45IiXMC4OR%2F-Mdu5o7jdACmMArba1IH%2F40.png?alt=media\&token=b7d7a53e-2826-415e-8de6-9d3f8a5ba375)

These records will be based on the modules installed in CRM (Sales, Customer Service, and Field Service & Census data). The user can choose the records they want to configure. By default, all the records will be checked.

![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIzph7S3svUJbVziL8E%2F-MIzqi-ZnYaFq59EOLAf%2Fconfig%202.jpg?alt=media\&token=5c755992-9feb-41c4-9bb3-dc3b019252a2)

**Create Personalized Records:** For existing customers, if the User Configuration Detail records are not there, the user can select this option and click on ‘Proceed’ to create the User Configuration Detail records for all users who are there of the Maplytics team.

{% hint style="info" %}

* If the Entity Maps are not created for any entity, they will be created while reconfiguration.
* If the Entity Map is already created for any entity, changes made to the Entity Map by the user will remain intact.
* Modules that are not installed in the organization will get listed in the Maplytics Configuration window, but they will be deactivated. The user cannot select the Entity Maps /Dashboards for that module.
* By default, the Census data records are not checked for configuration. If the user wants to configure the Census data, please select the check boxes for Census data before clicking on ‘Proceed’. While reconfiguring, the existing Census data territories, geographies, and categories set within will be deleted.
  {% endhint %}

When you enable the **Territory Management** or **Auto-Scheduling** add-on, you need to configure it to create the respective security team—**Maplytics - Territory Management** or **Maplytics - Auto-Scheduling**—and add users to these teams to grant access.

To create the **Maplytics - Territory Management** or **Maplytics - Auto-Scheduling** team, follow the steps below:

1. Navigate to **Maplytics App → Settings → License Registration**
2. Click on **Configure**
3. Click **Proceed** (refer to the screenshot below for guidance)

<figure><img src="https://3017709171-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MPnKwzedQAh8ohtXMDq%2Fuploads%2FIOMVEs6R6Jo3eENgySUW%2FMaplytics%20Config%20TM%20scheduling.jpg?alt=media&#x26;token=ceb66d98-3e78-46d7-87bd-53aba0dc1a4b" alt=""><figcaption></figcaption></figure>

Clicking Proceed will create the **Maplytics - Territory Management or Maplytics - Auto-Scheduling team**, depending on the add-on selected.\
Once created, open the relevant team and add the users who require access to **Territory Management or Auto-Scheduling**.

{% hint style="success" %}
&#x20;For any queries, reach out to us at <crm@inogic.com>
{% endhint %}


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