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Assign Territory Roles to Users

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Assign Territory Roles to Users

Assign territory roles to identify the roles of users within territories.

Available in: Salesforce Classic for some features and Lightning Experience for all features

Available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with Sales

User Permissions Needed
To assign territory roles to users:	View Setup and Configuration AND Manage Territories

User Permissions Needed

To assign territory roles to users:

View Setup and Configuration

AND

Manage Territories

Make sure that you’ve created a Role in Territory picklist so you have some roles to select for users.
Open the record of the territory where you want to assign territory roles.
In the Assigned Users list, click Edit next to the name of a user to whom you’re assigning a territory role.
From the Role in Territory picklist, select the user’s territory role.
Click Save.

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