---
sourceDocument: Yokohama Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/field-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Assign groups to a territory

# Assign groups to a territory {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Assign groups of qualifiers, dispatchers, agents, and crews to territories to optimize resource allocation for tasks.

## Before you begin

Role required: sn_fsm_tp.fsm_territory_planner, sn_fsm_tp.fsm_territory_manager

## About this task

You can add qualification or dispatch groups only to an Assignment Territory. When you add a group to an assignment type of territory, the system automatically updates the relevant assignment groups, adding the group members to the territory.

## Procedure

1. Navigate to AllField ServiceTerritory PlanningTerritory Planning Console.
2. In the Territories panel, select the desired territory.  
   The territory record appears.
3. Select the Qualification Groups tab or Dispatch Groups tab and click Add.
4. On the form, fill in the fields.  
   {#add-groups-to-territory-in-console__table_olb_tzs_stb__entry__2}

   | Fields | Description |
   |-|-|
   | Group | Enter the name of the group responsible for qualifying and dispatching work orders or tasks. |
   | Membership type | Choose the membership type---either primary or secondary. This determines the priority for assignments if the group is part of multiple territories. For example, assign a primary membership to the group for one territory and a secondary membership for another. Note: This field is evaluated only for assignment groups. |
   | Territory | Enter the name of the territory to map to the group. |
   | Active | Option to indicate whether the group is available for scheduling. |
   [Table 1. Create New Territory Group]

   {#add-groups-to-territory-in-console__table_olb_tzs_stb}
5. Select Save.  
   A group is added to the territory.
{#add-groups-to-territory-in-console__steps_pmd_qv4_5tb}

## Result

Once a qualification or dispatch group is added to a territory, the system automatically updates the associated assignment groups, adding the group members to the territory. Whether it's a qualification or dispatch group, the
system displays them into the respective related lists, simplifying the reference process when handling territories.

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