---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add members

# Add members to a territory {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

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

## Vorbereitungen

Role required: sales territory admin, sales territory manager

## Warum und wann dieser Vorgang ausgeführt wird

* 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://www.servicenow.com/docs/access?context=t_CreateAResponsibilityDefinition&version=australia&pubname=australia-customer-service-management&ft:locale=en-US).
* Only active members during their membership period get access to the CRM entities.
{#add-members-som__ul_m5j_kg2_dhc}

## Prozedur

1. Navigate to AllSales Territory ManagementTerritory.
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.  
   {#add-members-som__table_rj2_nc2_dhc__entry__2}

   | Fields | Description |
   |-|-|
   | Territory | Name of the territory. This field is automatically set to the territory for which the member is added. |
   | User | Name of the member. |
   | From | Date from which the member is available to work in the territory. |
   | Membership type | Type of membership for the member, either primary or secondary. |
   | Active | Option to indicate whether the member is available to work in the territory. |
   | To | Date until which the member is available to work in the territory. |
   [Tabelle : 1. Territory Membership Override form]

   {#add-members-som__table_rj2_nc2_dhc}  
   The member appears in the Territory Members related list.
5. On the Territory Members tab, select ![]() 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.  
   {#add-members-som__table_k3l_m22_dhc__entry__2}

   | Fields | Description |
   |-|-|
   | Territory Membership | Name of the member. |
   | Member Role | 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 {#add-members-som__ul_ybj_t43_mhc} However, more roles can be configured. For more information, see [Create related party configurations](https://www.servicenow.com/docs/access?context=adding-related-party-config-to-case&version=australia&pubname=australia-customer-service-management&ft:locale=en-US). |
   [Tabelle : 2. Territory Membership Responsibility form]

   {#add-members-som__table_k3l_m22_dhc}  
   The member with the defined role appears in the Territory Member roles related list.