---
schema_version: "1"
id: c92c6752cbf6ee77f9a688ab8cfbd11136176bcb36a47c76dedfde9ece301f72
title: Configure Territory Permissions and Access for Salesforce Admins and Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/tm2_configure_territory_management_access_for_users.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_configure_territory_management_access_for_users.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 289a3b28240b354ee6789df5a99637ca3d149e844daff5d0cb4cd98b0aac12f4
description: Ensure that the right users can access the right territory model elements, records, and record elements in Sales Territories.
products:
  - Sales Cloud
release: "264"
---
# Configure Territory Permissions and Access for Salesforce Admins and Users

Ensure that the right users can access the right territory model elements, records, and record elements in Sales Territories.

### 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>

<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%">
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        <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="d42247e73">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d42247e73 ">To assign user permissions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d42247e73 ">Manage Users</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d42247e73 ">To create, edit, and delete page layouts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d42247e73 ">Customize Application</td>

          </tr>
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      </table>

1. Make sure that you understand how permissions affect territory model and record access in Sales Territories.
2. Assign user permissions as needed.
3. Add the Assigned Territories related list to your account and lead page layouts. This list lets Salesforce admins manually assign accounts and leads to territories, and it lets users identify which territories are assigned to their accounts. Make sure that the related list includes the standard and custom fields (if any) that admins and users need.
4. Add the Users in Assigned Territories related list to your account and lead page layouts. This list lets administrators and users see all users assigned to the territories that are assigned to an account or lead, according to their permissions. Make sure that the related list includes any standard and custom fields that administrators and users need.
5. Add the Territory field to your Opportunity page layouts. This field lets administrators and sales managers manually assign a territory to an opportunity from a list of the territories assigned to the opportunity’s account. Add the Territory Name and Territory Description fields to Opportunity list views and reports so that users can identify assigned territories there.
6. Add any custom buttons, links, or actions you’ve created to territory page layouts.

#### See Also

- [How Do Permissions for Territories Affect Feature and Data Access?](https://help.salesforce.com/s/articleView?id=sales.tm2_how_access_permissions_work.htm&release=264.0.0&type=5 "Anticipate how permissions for Sales Territories affect administration and provide access to records and data.")
- [User Profiles Overview](https://help.salesforce.com/s/articleView?id=platform.admin_userprofiles.htm&type=5&language=en_US)
- [Permission Sets Overview](https://help.salesforce.com/s/articleView?id=platform.perm_sets_overview.htm&type=5&language=en_US)
- [Enhanced Page Layout Editor User Interface Elements](https://help.salesforce.com/s/articleView?id=platform.customize_layoutcustomize_pd_elements.htm&type=5&language=en_US)
- [Assign Forecast Managers to Territories](https://help.salesforce.com/s/articleView?id=sales.tm2_assign_forecast_managers_to_territories.htm&release=264.0.0&type=5 "Show rolled-up forecasts for a territory when you assign a forecast manager to the territory. Without a forecast manager assigned, a territory’s forecasts are based on the individual users assigned to the territory.")