Frequently asked questions

Straight answers for the current release

These answers describe the public early-access deployment, not the larger product roadmap.

Last reviewed July 15, 2026 · Early-access documentation
What does TerritoryLogic support today?
U.S. HubSpot company ownership programs using exact ZIP5 membership, fixed HubSpot owners, draft versioning, read-only simulation, exceptions, activity evidence, and guarded publication/rollback machinery. New portals begin unable to write owners.
Do I create a TerritoryLogic password?
No. HubSpot authenticates you and identifies the selected portal. TerritoryLogic then checks your role in that portal's isolated workspace.
Does TerritoryLogic geocode company addresses?
No. The current release reads the standard company country and ZIP properties, accepts five-digit ZIP or ZIP+4 text, normalizes it to ZIP5, and does not retain raw street addresses for routing.
Do the map polygons decide ownership?
No. Census ZCTAs are display approximations. The saved exact ZIP5 list is authoritative, and a five-digit ZIP input can route even when no ZCTA outline is available. TerritoryLogic validates format, not current USPS issuance.
Can city and state replace a missing ZIP?
No. TerritoryLogic does not infer, pad, or geocode a ZIP. Missing or invalid ZIP input preserves the current owner as an exception.
Which HubSpot objects are supported?
Companies only in the public early-access release. Contacts, deals, tickets, leads, custom objects, and activities are not available programs.
Will installation change company owners?
No. Installation requests base read scopes and starts a read-only company sync. Simulation also never changes owners.
How are live writes enabled?
Separately and deliberately: the portal must be approved in the production write allowlist, the runtime write mode must be enabled, and the current OAuth grant must include the company-write scope. Those checks run again before every possible write.
What happens to missing, invalid, or unassigned ZIPs?
They become visible exceptions and receive no destructive action. TerritoryLogic never clears an owner because location evidence is incomplete.
Can several people use one workspace?
Yes. After owner sync, the Account Owner can grant a synced HubSpot user an Admin/Publisher, Editor, Viewer, or Card-only role. Access remains isolated to that portal.
Can one person manage several HubSpot portals?
Yes. Install into each portal separately, then enter the intended portal's account ID at sign-in to open its native App Page. Each portal has independent tokens, sessions, members, programs, data, and future billing.
What is included in Free?
The current early-access runtime actually enforces 500 managed companies, one program, five territory nodes, and a maximum hierarchy depth of two; the current public ZIP editor creates flat territories only. The approved launch catalog also targets one editor, unlimited viewers, seven-day audit retention, and one rollback per month, but those are not currently enforced as an editor-seat cap, automatic audit-purge schedule, or monthly rollback quota. That temporary state is not a promise of unlimited access, indefinite retention, or unlimited rollback at launch.
Can I buy Starter, Growth, or Scale now?
No. The catalog is visible for planning, but Stripe Checkout and paid subscriptions are disabled. A public install creates Free and requires no credit card.
Does TerritoryLogic send email notifications?
Not in the current production early-access deployment. Transactional email is not configured. Check the console and status page rather than relying on an install, publish, limit, or inactivity email.
What happens when I uninstall?
HubSpot retains the owner values present at uninstall, so complete any desired eligible guarded rollback first. The purge handler is implemented, but production uninstall-signal delivery is still being validated; during early access, follow the uninstall guide and ask Support to confirm that jobs stopped and the active installation generation was purged.
Is TerritoryLogic SOC 2 or ISO 27001 certified?
No certification is claimed. The current controls and outstanding early-access gaps are listed on the Security page.