Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrAssignment/AccountAssignment/ManualAssignment.htm

## Manually Managing Account Assignments in Align

Align Operational Users can directly assign accounts to Align territories by creating explicit account assignments. Additionally, users can also create account exclusion records that prevent a certain account from ever being assigned to a particular Align territory or field force, improving flexibility in the account assignment process.

**Who can use this feature?**

* Align Operational Users – Browser
* [Creating Explicit Account Assignments](#Creating)
* [Creating Account Exclusions](#Creating2)
* Users require an Align License

### Configuring Manually Assigning Accounts for

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

To configure this feature, ensure [Configuring Align](../../Configuration/ConfiguringAlign.htm) is complete.

### Creating Explicit Account Assignments as

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

To explicitly assign an account to a territory:

1. Navigate to the **Account Territories** section of the appropriate aln\_territory\_\_v record.
2. Select **+ Create**.
3. Populate the following fields:

   * Account – Select the appropriate account
   * Start Date – The start date of the explicit assignment
   * End Date – The end date of the explicit assignment
   * Send to CRM – Select Yes to schedule the assignments created by this rule to send to Vault CRM. Select No to keep all assignments created by this rule local to Align.

     An account cannot be manually assigned to the same territory for an overlapping time period unless one assignment has Send to CRM set to Yes and the other to No.
4. Select **+ Add Row** to add another account, or select **Save**.

### Creating Account Exclusions as

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

Align operational users can also exclude certain accounts from an Align territory or field force, ensuring the account cannot be assigned to the territory either manually or via [Account Assignment Rules](AcctAssignmentRule.htm). To exclude accounts from assignment:

1. Navigate to the **Account Exclusions** section of the appropriate aln\_territory\_\_v or field\_force\_\_v record.
2. Select **+ Create**.
3. Populate the following fields:

   * Account – Select the appropriate account
   * Start Date – The start date of the exclusion
   * End Date – The end date of the exclusion
   * Exclusion Reason – Select the appropriate reason for exclusion, if applicable
   * Send to CRM – Select Yes to schedule the exclusion to send to Vault CRM. Select No to keep all the exclusion local to Align.

     An account cannot be manually assigned to the same territory for an overlapping time period unless one assignment has Send to CRM set to Yes and the other to No.
4. Select **+ Add Row** to add another account, or select **Save**.

### Related Topics

[Using Account Assignment Rules in Align](AcctAssignmentRule.htm)

[Managing Field Forces](../RosterMemberAssignment/FieldForce.htm)