Add members to a territory

---
title: Add members to a territory
description: Add territory members with their appropriate responsibility to get access to the CRM entities belonging to the territory.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/add-members-som.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Resources, Sales Territory Management, Sales automation apps, Configure, Sales Customer Relationship Management]
---

# Add members to a territory

Add territory members with their appropriate responsibility to get access to the CRM entities belonging to the territory.

## Before you begin

Role required: sales territory admin, sales territory manager

## About this task

-   A territory comprises a team, where different members play different roles.​
-   A member can belong to one or more territories, where they can play different/same roles.​
-   A member can have different roles in the same territory.​ Their membership and role grant them access and permission to the CRM entities. The access is driven by the responsibility framework, for additional information see [Create a responsibility definition](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/t_CreateAResponsibilityDefinition.md).
-   Only active members during their membership period get access to the CRM entities.

## Procedure

1.  Navigate to **All** > **Sales Territory Management** > **Territory**.

2.  From the territories list, open the territory where you want to add members and member roles.

3.  On the Territory Members tab, select **New**.

4.  On the form, fill in the fields.

<table id="table_rj2_nc2_dhc"><thead><tr><th>

Fields

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Territory

</td><td>

Name of the territory.This field is automatically set to the territory for which the member is added.

</td></tr><tr><td>

User

</td><td>

Name of the member.

</td></tr><tr><td>

From

</td><td>

Date from which the member is available to work in the territory.

</td></tr><tr><td>

Membership type

</td><td>

Type of membership for the member, either primary or secondary.

</td></tr><tr><td>

Active

</td><td>

Option to indicate whether the member is available to work in the territory.

</td></tr><tr><td>

To

</td><td>

Date until which the member is available to work in the territory.

</td></tr></tbody>
</table>    The member appears in the Territory Members related list.

5.  On the Territory Members tab, select \[Omitted image "icon-more-info.png"\] Alt text: and **Open Record** of the territory member to add Territory Member Roles.

6.  On Territory Membership Responsibilities, select **New**.

7.  On the form, fill in the fields.

<table id="table_k3l_m22_dhc"><thead><tr><th>

Fields

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Territory Membership

</td><td>

Name of the member.

</td></tr><tr><td>

Member Role

</td><td>

Role of the team member. Following member roles \(related party types\) and responsibility are shipped by default: -   Account Executive
-   Solution Sales Executive
-   Price Band Approver
However, more roles can be configured. For more information, see [Create related party configurations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/adding-related-party-config-to-case.md).

</td></tr></tbody>
</table>    The member with the defined role appears in the Territory Member roles related list.


**Related topics**  


[Using Sales Territory Management​](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/use-sales-territory-management.md)

[Sales Territory Management​](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/explore-sales-territory-management.md)