Territory Wallet Admin Portal

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Map Builder Comprehensive Guide ​

The Map Builder is the heart of Territory Wallet. This guide covers everything you need to know about creating, editing, and managing territories on the map.

Table of Contents ​

Interface Overview ​

Layout Components ​

The Map Builder consists of four main areas:

1. Left Sidebar - Filters and Organization

  • Search bar for finding territories
  • Territory type filters (Apartment, Business, House to House, etc.)
  • Locality filters (neighborhoods/areas)
  • Size filter (filter by number of addresses)
  • Visual layer selector

2. Main Map Canvas - Interactive Display

  • Territory boundaries (polygons)
  • Address points (markers)
  • Zoom and pan controls
  • Drawing surface

3. Map Tools - Tools and Actions

  • Drawing tools (Point, Polygon)
  • Navigation controls
  • Undo/Redo buttons
  • Save Draft / Publish buttons

4. Bottom Panel - Property Editing

  • Territory-level properties and address list

Drawing Tools ​

Polygon Tool - Territory Boundaries ​

The polygon tool creates territory boundaries that define geographic areas.

How to Use:

  1. Click the Polygon tool button (square icon) in the toolbar
  2. Your cursor changes to a crosshair (+)
  3. Click points on the map to define the boundary
  4. Continue clicking to add more vertices
  5. Double-click the last point to complete the polygon
  6. The tool automatically returns to select mode

Tips:

  • Start at a corner and work clockwise or counterclockwise
  • Click closer together for curved boundaries
  • Don't worry about perfection - you can edit vertices later
  • The polygon automatically closes between the last and first points

Common Use Cases:

  • House to house neighborhoods with clear street boundaries
  • Apartment complexes with defined property lines
  • Business districts spanning multiple blocks
  • Rural areas with geographic features as boundaries

Point Tool - Individual Addresses ​

The point tool creates individual address markers for precise territory management.

How to Use:

  1. Click the Point tool button (marker icon) in the toolbar
  2. Your cursor changes to a crosshair (+)
  3. Click on the map where the address is located
  4. The tool automatically returns to select mode
  5. Edit panel opens for address details

Tips:

  • Place points at actual building locations for accuracy
  • Add address details immediately while the location is fresh
  • Points can represent single addresses or address ranges

Common Use Cases:

  • Individual homes in scattered rural territories
  • Specific businesses in commercial districts
  • Apartment buildings (use address ranges)

Editing Territories ​

Selecting Features ​

To Select:

  • Click any territory boundary or point on the map
  • Selected features highlight
  • Edit handles (vertices) appear on polygons
  • Red pin marker appears at the center
  • Edit panel opens automatically

To Deselect:

  • Click on empty map space
  • Click a different feature

Moving Territories ​

To Move a Polygon:

  1. Select the territory (click it)
  2. Click and hold inside the polygon boundary
  3. Drag to the new location
  4. Release to place

To Move a Point:

  1. Select the point (click it)
  2. Click and hold on the marker
  3. Drag to the new location
  4. Release to place

Tip: Moves are automatically recorded in the undo history.

Editing Polygon Vertices ​

To Reshape a Boundary:

  1. Select the polygon
  2. White circular handles appear at each vertex
  3. Click and drag a vertex to reshape the boundary
  4. Click on an edge between vertices to add a new vertex
  5. Click on a vertex and press Delete to remove it

Common Edits:

  • Adjust to match street boundaries more accurately
  • Extend territory to include new construction
  • Refine curved boundaries
  • Fix overlapping territories

Editing Territory Properties ​

When a territory is selected, the bottom panel displays editable properties:

Basic Properties:

  • Reference ID: Your territory numbering system (e.g., "YT-101", "DT-5", "W-12")
  • Title: Street intersection for easy searching (e.g., "Oak & Broadstock", "Main & 5th Ave")
    • Using intersections makes territories searchable when assigning to publishers
    • Publishers can quickly identify territory locations by familiar street names
  • Type: Category (Apartment, Business, House to House, Phone, Letter)
  • Locality: Geographic area or neighborhood

Visual Properties:

  • Shape: Circle marker or polygon (for point features)

Metadata:

  • Last worked date
  • Assigned publisher
  • Creation and modification timestamps

Making Changes:

  1. Click in any field to edit
  2. Use dropdowns for Type and Locality
  3. Changes save automatically as you type
  4. Press Enter or click outside to confirm

Tip: Use street intersections for titles (e.g., "Oak & Main") to make territories easy to find when searching or assigning. Use consistent patterns for Reference IDs to make sorting easier.

Deleting Features ​

To Delete:

  1. Select the territory or point
  2. Click the Delete toolbar button or Delete Territory button on the feature edit panel
  3. The feature is removed immediately
  4. Deletion is recorded in undo history

Recovery:

  • Use Undo to restore deleted features
  • Deleted features are permanently removed on publish

⚠️ Warning: Deleting a territory also removes all associated addresses. Use caution!

Selection and Navigation ​

Map Navigation Controls ​

Zoom Controls:

  • + button: Zoom in
  • - button: Zoom out
  • Mouse wheel: Scroll to zoom
  • Double-click: Zoom in on point

Pan Controls:

  • Click and drag: Pan the map
  • Arrow keys: Pan in direction
  • Home button: Reset to default view

Finding Territories ​

Search Bar (top of left sidebar):

  1. Type territory reference ID, title, or address
  2. Results filter in real-time
  3. Click a result to select and zoom to territory
  4. Clear search to show all territories

Search Examples:

  • "YT-101" - Find by reference ID
  • "Oak & Main" - Find territory by street intersection
  • "Oak Street" - Find by street name in title or address
  • "Apartment" - Find all apartment territories
  • "Yaletown" - Find all territories in a locality

Visual Layers and Filters ​

Visual Layer Options ​

Territory colors can represent different types of information:

1. Default Colors

  • Shows custom colors assigned to each territory
  • Good for general organization
  • Administrator-defined color coding

2. Last Worked (Heatmap)

  • Color-coded heatmap showing when territories were last worked
  • 🔴 Red: Not worked in a long time (12+ months) - needs attention
  • 🟠 Orange: Not worked recently (6-12 months)
  • 🟡 Yellow: Worked moderately recently (3-6 months)
  • 🟢 Green: Worked recently (within 3 months)
  • Essential for identifying territories needing attention
  • Helps balance coverage and prevent overdue territories

3. Assignment Status

  • Different colors for assigned vs. unassigned territories
  • Blue: Currently assigned
  • Gray: Available for assignment
  • Quick view of assignment distribution

4. Activity Heat Map

  • Intensity based on frequency of work
  • Darker: High activity
  • Lighter: Low activity
  • Identifies high-traffic territories

Changing Layers:

  1. Click the Visual Layer dropdown in left sidebar
  2. Select desired layer
  3. Map colors update immediately
  4. Legend shows color meanings

Filter Controls ​

Territory Type Filters (sample):

  • ☐ Apartment
  • ☐ Business
  • ☐ House to House
  • ☐ Phone
  • ☐ Letter
  • ☐ Other

Locality Filters (sample):

  • ☐ Downtown
  • ☐ Yaletown
  • ☐ East Side
  • (Your custom localities)

Size Filter:

  • Filter territories by number of addresses
  • Slider or range selector to set minimum/maximum address count
  • Useful for finding small territories that need more addresses
  • Or identifying large territories that might need to be split

How Filtering Works:

  1. Check boxes for types/localities you want to see
  2. Unchecked items are hidden from map
  3. Adjust size filter to narrow by address count
  4. Filters don't delete - just hide for clarity
  5. Clear all filters to show everything

Use Cases:

  • Focus on one locality while editing
  • View only apartment territories for assignment
  • Find small territories (< 10 addresses) that need more coverage
  • Identify large territories (> 100 addresses) that may need splitting
  • Filter by address count for balanced territory assignment
  • Isolate specific types for bulk operations

Undo/Redo System ​

How It Works ​

Territory Wallet tracks every change you make:

  • Creating new territories
  • Moving territories
  • Editing properties
  • Deleting features
  • Modifying vertices

Undo Button (↶ icon):

  • Reverses the last change
  • Can undo multiple steps
  • Click the button in the toolbar

Redo Button (↷ icon):

  • Restores undone changes
  • Only available after undo
  • Click the button in the toolbar

Limitations:

  • History clears when you refresh the page
  • Undo only works within current editing session
  • Published changes can't be undone (create new edits instead)

Advanced Techniques ​

Linking Territories (Feature Groups) ​

Territories can be linked by using the same reference ID:

Example Use Case: You have an apartment complex split across two buildings:

  1. Create two separate polygon territories
  2. Give both the same reference ID: "YT-101"
  3. Give both the same title: "Oak Street Apartments"
  4. They're now logically linked

Benefits:

  • Treated as one territory for assignment
  • Shared metadata and tracking
  • Visual grouping with same color
  • Appears as single item in territory list

When to Use:

  • Large territories split by geographic features (rivers, highways)
  • Multi-building apartment complexes
  • Business districts with disconnected sections
  • Any logical grouping of separate geographic areas

Bulk Operations with Filters ​

Scenario: You need to update all apartment territories in Downtown.

Workflow:

  1. Apply filters: Check "Apartment" type + "Downtown" locality
  2. Only matching territories display
  3. Edit individually while filtered
  4. Clear filters to return to full view

Working with Address Ranges ​

For Apartment Buildings or Multi-unit Properties:

Instead of creating individual points for each unit:

  1. Create single point at building location
  2. Enter building/complex name in Name field
  3. Use Range Low and Range High fields:
    • Range Low: 101
    • Range High: 450
  4. Represents units 101-450 in one marker

Benefits:

  • Clean map without marker clutter
  • Easy to see full building coverage
  • Publishers know the unit range
  • Simpler to manage

Copy and Adapt Technique ​

Scenario: You have similar territories that need slight modifications.

Workflow:

  1. Create first territory completely (boundary, properties, addresses)
  2. Use the territory as a reference template
  3. Create new territory with similar boundary
  4. Copy properties from the first territory (type, locality, etc.)
  5. Edit properties to reflect new territory
  6. Adjust boundary as needed

Note: Currently, territories must be created individually. Use the first territory as a visual reference while creating similar ones.

Organizing by Color ​

Create Visual Organization:

  • By Type: Purple/blue for house to house, light blue for apartment, orange for business
  • By Status: Gray for incomplete, color for ready
  • By Assignment: Different color per publisher
  • By Priority: Red for high priority, green for low

Best Practices ​

✅ Do: ​

  • Save drafts frequently - Don't lose work to browser crashes
  • Use consistent naming - Makes searching and sorting easier
  • Test with small batches - Create a few territories, test workflow, then scale
  • Organize from the start - Set up localities and types before bulk creation
  • Use visual layers - Leverage color coding to spot issues quickly

❌ Avoid: ​

  • Publishing incomplete work - Use save draft while territories are in progress
  • Overlapping boundaries - Unless intentional for feature groups
  • Inconsistent reference IDs - Stick to one numbering system
  • Forgetting to undo - If you make a mistake, undo instead of trying to fix
  • Drawing while zoomed out - Zoom in for accurate boundaries

Troubleshooting ​

"I clicked the draw tool but nothing happens" ​

  • A feature is probably still selected. Click empty map space to deselect, then try again.
  • Or press Escape to clear selection.

"My changes disappeared" ​

  • Did you save draft or publish? Changes must be saved.
  • Check browser refresh - unsaved changes are lost on refresh.
  • Use the Undo button in the toolbar to restore recent changes.

"I can't see my territory" ​

  • Check if filters are hiding it (type or locality filters)
  • Use search bar to find by reference ID
  • Zoom out to see if it's off-screen

"Undo button is grayed out" ​

  • No changes to undo in current session
  • History clears on page refresh
  • Published changes can't be undone

"Territory won't delete" ​

  • Make sure it's selected
  • Use the Delete button in the toolbar

Next: Learn about Territory Management for organizing and assigning territories.

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