Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/Overview.htm

## Align Overview

Veeva Align is a global territory management system enabling users to maintain, refine, and publish territory structures, their associated assignments, as well as manage roster members.

Several objects in Align directly correlate with other objects in Vault CRM. For example, the aln\_\_territory\_\_v object, which corresponds with the Vault CRM standard territory\_\_v object. These Align objects are used to represent territory structures and assignments in the past, present, and future, as opposed to the standard Vault CRM objects, which focus only on the present. Align enables operational users to build-out new territory structures, or refine existing ones and their assignments before pushing the changes to CRM

Align also enables operational users to create comprehensive rules that automate the assignment of accounts to territories.

Users require an Align License. See [Vault CRM Licensing Overview](../Getting_Started/Licenses.htm) for more information.

Not all features are available on all platforms. For a list of available platforms for each feature, see [Platform Functionality](../Platforms.htm).

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Users and Roles](#)

Align has several types of users, each with unique roles and activities:

* Align Operational User
* Creates and edits hierarchical records, including aln\_territory\_\_v, aln\_geography\_\_v, aln\_roster\_member\_\_v, and aln\_field\_force\_\_v records
* Creates Account Assignment Rules to automate the assignment of accounts to Align territories
* Manages user\_\_sys records as Align-mastered aln\_roster\_member\_\_v records
* Imports and pushes data from Align to the rest of Vault CRM
* Align Integration User
* Credentials used when creating records either within Align or in the rest of Vault CRM as part of the integration of Align with Vault CRM

### Related Topics

[Configuring Align](Configuration/ConfiguringAlign.htm)

[Integrating Align with Vault CRM](Configuration/AlignCRMIntegration.htm)