---
schema_version: "1"
id: a1b1810198d8cb789948917f48d8513b889634f99f41d873daad93feae593b30
title: Add and Create Roles for Users Assigned to Sales Territories
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_prepare_roles.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_prepare_roles.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d11557cf9b582056056c89ae04fdaf1706194874f0ac3e290d578c99b81a8bff
description: Let your sales and service teams assign specific territory team roles from Salesforce to areas in Territory Planning. Each role that you create maps to a territory team role. After you create alignments and publish them to Sales Territories, assigned users and their roles appear in Salesforce territory models.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Add and Create Roles for Users Assigned to Sales Territories

Let your sales and service teams assign specific territory team roles from Salesforce to areas in Territory Planning. Each role that you create maps to a territory team role. After you create alignments and publish them to Sales Territories, 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="d28262e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28262e77 ">To manage Territory Planning options in the Salesforce Maps package:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28262e77 ">Customize Application</td>

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

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. Assign a territory team role to the default area owner or to a new area role.
    
    ![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)
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:33.44481605351171%">
              <col style="width:66.5551839464883%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d28262e160">To assign a territory team role to...</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d28262e163">Do this...</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="To assign a territory team role to..." class="slds-cell-wrap" style="vertical-align:top;" headers="d28262e160 ">The default area owner</td>

                <td data-label="Do this..." class="slds-cell-wrap" style="vertical-align:top;" headers="d28262e163 ">
                  <p>On the Area Owner role, click <strong class="uicontrol">Edit</strong>, and then select its
                    corresponding territory team role from Sales Territories.</p>
                  <p style="margin-bottom:0;">Keep in mind that you can
                    change the territory team role assignment, but you can’t delete the default area owner
                    role.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="To assign a territory team role to..." class="slds-cell-wrap" style="vertical-align:top;" headers="d28262e160 ">A new area role</td>

                <td data-label="Do this..." class="slds-cell-wrap" style="vertical-align:top;" headers="d28262e163 ">Click <strong class="uicontrol">New</strong>, and then select its corresponding territory team
                  role from Sales Territories.</td>

              </tr>
            </tbody>
          </table>
5. Set access levels for the roles that you want available for territory assignments. Create any other roles that apply to your territories.
6. Save your work.