---
schema_version: "1"
id: e69838f1551bbcfdb577f38b7f3149726ca079a337330188fec15d32c75587e1
title: Managing Users and Roles Within Territories
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/tm2_assign_user_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_assign_user_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 58b55b4ff6b29a05c7368ed8156f978642e0bccbb66a331d3c743dfd260a1e5b
description: Control access to accounts and leads when you assign users or roles to territories. And determine your reps’ compensation based on the dates that they serve in their assigned territories using reports.
products:
  - Sales Cloud
release: "264"
---
# Managing Users and Roles Within Territories

Control access to accounts and leads when you assign users or roles to territories. And determine your reps’ compensation based on the dates that they serve in their assigned territories using reports.

### 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: Salesforce Classic for some features and Lightning Experience for all features</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Performance</strong> and <strong>Developer</strong> Editions and in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Sales</td></tr></tbody></table>

- **[Specify Teammates Who Can Administer Territories](https://help.salesforce.com/s/articleView?id=sales.tm2_assign_territory_administration.htm&release=264.0.0&type=5)**  
    Designate team members who can administer specific territories and their descendants within Sales Territories.
- **[Assign Users to Territories](https://help.salesforce.com/s/articleView?id=sales.tm2_assign_users_to_territories.htm&release=264.0.0&type=5)**  
    Give users access to records within the territories where they sell your company’s products and services. Assigned users get access to records after you change the model’s state from Planning to Active.
- **[Define a Picklist for Territory User Roles](https://help.salesforce.com/s/articleView?id=sales.tm2_create_role_in_territory_picklist.htm&release=264.0.0&type=5)**  
    Specify which roles apply to users assigned to territories. Roles appear in the Role in Territory picklist for territory models in Active and Planning states.
- **[Assign Territory Roles to Users](https://help.salesforce.com/s/articleView?id=sales.tm2_assign_territory_role_for_user.htm&release=264.0.0&type=5)**  
    Assign territory roles to identify the roles of users within territories.
- **[Identify Users in Territories Assigned to Accounts](https://help.salesforce.com/s/articleView?id=sales.tm2_identify_users_in_territories_assigned_account.htm&release=264.0.0&type=5)**  
    Find out who has access to accounts directly in account detail pages.
- **[Identify Territory Users by Territory Role](https://help.salesforce.com/s/articleView?id=sales.tm2_identify_users_territory_role.htm&release=264.0.0&type=5)**  
    Track user functions within territories by creating territory roles and assigning them to territory users as needed. For example, create roles such as Territory Owner, Sales Manager, Product Specialist, or Sales Representative. Users can even have different roles in different territories.
- **[Show Your Reps Other Users Assigned to Their Leads’ Territories](https://help.salesforce.com/s/articleView?id=sales.tm2_leads_users_assigned_to_territories.htm&release=264.0.0&type=5)**  
    Increase the chances of your sales reps engaging prospects when they work with teammates on leads. Set up leads so that ones assigned to territories through Sales Territories show any teammates also assigned to those territories.
- **[Track Historical User Assignments in Territories](https://help.salesforce.com/s/articleView?id=sales.tm2_assign_user_management_assignment_history_tracking.htm&release=264.0.0&type=5)**  
    Determine compensation for reps based on user assignment start and end dates within territories by using a custom report type that you set up. This historical data gives sales managers more insight to accurately conduct sales planning, compensate reps fairly, and review performance analysis.