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Create Roles and Hierarchies

Create roles and hierarchies, and then assign users to the created roles.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
  1. From Setup, in the Quick Find box, enter Roles, and then select Roles.
  2. Under Sample Role Hierarchy, for View other sample Role Hierarchies, ensure that you select Territory-based Sample.
  3. Click Set Up Roles.
  4. Under Your Organization’s Role Hierarchy, under the role to which the territory manager reports, click Add Role.
    Note
    Note For service resources, under the Territory manager role, click Add Role.
  5. Enter a label for the role.
  6. For the Role Name as displayed on reports field, enter a role name.
  7. Save your changes.
  8. Click Assign Users to Role.
  9. Under the Available Users Search list, select the users to whom you want to assign the role. To move the selected users to the Selected Users list, click Add.
  10. Save your changes.