---
schema_version: "1"
id: b5943a85cb3a91146a38bf9773a73e8e3c4fa2e85e27fc0abcd1070b50c70d22
title: Assign Users and Roles to Salesforce Territories
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_maintain_roles.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_roles.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ce725c65cfc6d6bdcdd8d86418b3907017631c2851d8249a144abc5e59b7a683
description: Add users and the roles that they serve to each area in Territory Planning. When you publish alignments to Sales Territories, those assigned users and their roles appear in Salesforce territory models.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Assign Users and Roles to Salesforce Territories

Add users and the roles that they serve to each area in Territory Planning. When you publish alignments to Sales Territories, those assigned users and their roles appear in Salesforce territory models.

### 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">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d101080e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d101080e77 ">To modify alignment options:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d101080e77 ">
              <p>Sales Planning Ops Analyst permission set</p>
              <p>AND</p>
              <p>Query for Datapipelines User for Sales Planning permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">SF Maps Territory Planning for Sales Planning permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

1. Open an alignment, and set the focus.
2. Edit an area, and then expand **Assigned Users**.
3. Click **Add**. Enter a user that you want to assign to the area, select the user’s role, and then click **Assign**. Repeat this step for every user that you assign to the area.
    
    ![The user and role from Sales Territories that you assign to the area](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_maintain_roles_assign.png)
4. Save your work.