Assign users to the territories they will operate in to sell products and services. You can assign users to territories that belong to models in Active or Planning state, though assignments made within Planning state models are for planning purposes only: they do not affect user access to records.
|Available in: Salesforce Classic|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To assign users to territories:|
“View Setup and Configuration”
This information applies to Enterprise Territory Management only, not to previous versions of Territory Management.
- From the territory model hierarchy, open the territory where you want to assign users.
- On the territory’s detail page, in the Assigned Users related list, click Manage Users.
- On the Assign Users page, select or search for the user you want to add.
- Click Save.