---
schema_version: "1"
id: b2d0b137a622445891b15e68ef59e30536fc91e2270137e7561ccfa6ec85c33d
title: Control Access to Datasets
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_sharing_data_sets.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_sharing_data_sets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5627bf5062645de9640d473d97f116c43779239b44af5fd4174a4e9ac8a12e2f
description: Give stakeholders access to datasets and all the alignments within them in Territory Planning. Add teammates to a dataset and select their level of access.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Control Access to Datasets

Give stakeholders access to datasets and all the alignments within them in Territory Planning. Add teammates to a dataset and select their level of access.

### 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="d59582e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d59582e77 ">To share datasets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d59582e77 ">
              <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>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_note.png)

Note Sharing a dataset also shares all related alignments, but doesn’t share the alignments’ legend and layer configurations. Users who you share the dataset with see the default legend and layer configurations.

1. Navigate to the dataset that you want to grant access to. Then select **Share**.
    
    ![Share dataset](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/salesforce_maps_territory_planning_sharing_data_sets_1.png)
2. To share the dataset and all of its alignments, add users to the dataset.
    
    ![Add users to share the dataset](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/salesforce_maps_territory_planning_sharing_data_sets_2.png)
3. Select the level of access that you want the user to have, then save your changes.
    
    ![Individual dataset access](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/salesforce_maps_territory_planning_sharing_data_sets_4.png)
4. To share a dataset and its alignments with all Territory Planning users, select **Sharing** and an access level.
    
    ![Change dataset accesslevel for all users](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/salesforce_maps_territory_planning_sharing_data_sets_3.png)
5. Save your changes.

#### See Also

- [Control Access to Alignments](https://help.salesforce.com/s/articleView?id=sales.territory_planning_sharing_alignments.htm&release=264.0.0&type=5 "Give stakeholders access to alignments and specific areas within alignments in Territory Planning. To give access to all alignments within a dataset, add teammates to the dataset. Or limit access to specific alignments or alignment areas when you select them for each teammate along with their access level.")