---
schema_version: "1"
id: 027fce00b828c7d3ebf08f983aa101d8a4695527581db349e9f001a187cb36d8
title: Set Up Account Team Roles for Territory Assignments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_maintain_account_teams_roles.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_account_teams_roles.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b6d395e6e774f471ca07a6b2af579872958c998611cd8b4a1d5d1e35bc5c117f
description: Specify the account team roles that you want available when assigning users and their roles to areas in Territory Planning. Create any other roles that fit with your territory planning efforts.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Set Up Account Team Roles for Territory Assignments

Specify the account team roles that you want available when assigning users and their roles to areas in Territory Planning. Create any other roles that fit with your territory planning efforts.

### 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: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_api_access.htm&amp;type=5&amp;language=en_US" target="_blank">Web Services API enabled</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d66789e77">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d66789e77 ">To manage Territory Planning options in the Salesforce Maps package:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d66789e77 ">Customize Application</td>

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1. From Setup, in the Quick Find box, enter Installed Packages, and then select **Installed Packages**.
2. Next to the Salesforce Maps package, click **Configure**.
3. Under Territory Planning, click **Area Roles**.
4. Set access levels for the roles that you want available for territory assignments. Create any other roles that apply to your territories.
    
    ![Access levels by role for account teams](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/territory_planning_area_roles_access.png)
5. Save your changes.