---
schema_version: "1"
id: 254f1f12e7457f9ff193a925a3656a378c74d2441b8a8f8fb857c11c70ead355
title: Create Roles and Hierarchies
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/ls_create_roles_and_hierarchies.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_create_roles_and_hierarchies.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 91c3a6d58a5419b154a8b6dfe7599acf5b58a08f5d25b9ea7715a23da077f73d
description: Create roles and hierarchies, and then assign users to the created roles.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Create Roles and Hierarchies

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

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    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.