---
schema_version: "1"
id: f5d21a555b8912b60ab8f10683a1c11c89d985188adc720990499cbbc4f3a6bb
title: Define Default User Access for Territory Records
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/tm2_define_default_record_access.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_define_default_record_access.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e201021a643d0e7818f6cd7501ef69f4253ba1d5ed0883744b03314329380f67
description: Specify the default settings for how users can access and modify records associated with the sales territories you set up.
products:
  - Sales Cloud
release: "264"
---
# Define Default User Access for Territory Records

Specify the default settings for how users can access and modify records associated with the sales territories you set up.

### 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%">
        </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="d29318e73">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29318e73 ">To create a territory model:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d29318e73 ">
              <p>View Setup and Configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Manage Territories</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29318e73 ">To change settings on the Territory Settings page:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d29318e73 ">Customize Application</td>

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

Standard record access settings apply to accounts, leads, and opportunities. If you use Private default internal access for contacts or cases, you can set access for those records.

You can also choose the access level that users get to the opportunities assigned to their territories’ child territories. For example, set the access level to view and edit to let users edit the opportunities assigned to their territories’ child territories.

You can change the access provided by default settings when you create or edit a territory. The territory’s access level is inherited by the parent territories above it in the territory hierarchy. For example, San Francisco (view opportunities) is a child territory of California (view and edit opportunities). A user assigned to California has view access to San Francisco opportunities, but not view and edit.

1. From Setup, enter Territories in the Quick Find box, and then select the territory settings.
2. Select the default access levels you want for accounts, leads, and opportunities.
3. If applicable, select the default access levels for contacts and cases.
4. Click **Save**.

#### 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.")
- [About Organization-Wide Sharing Defaults](https://help.salesforce.com/s/articleView?id=platform.security_sharing_owd_about.htm&type=5&language=en_US)
- [Setting Your Organization-Wide Sharing Defaults](https://help.salesforce.com/s/articleView?id=platform.admin_sharing.html&type=5&language=en_US)