Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrAssignment/RosterMemberAssignment/RosterMember.htm

## Assigning Roster Members in Align

Align operational users can manage their rosters directly within Vault CRM using a dedicated Roster Management tab to create, edit, and delete roster members in. Users can also manage roster members' territory assignments, ensuring roster members correctly associate with their territories.

**Who can use this feature?**

* Align Operational Users – Browser
* [Managing Roster Member Assignments](#Managing)
* Users require an Align License

### Configuring Assigning Roster Members for

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

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

### Managing Roster Member Assignments as

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

Align operational users can view, create, and edit territory assignments for a roster member from the member's detail page. To create a territory assignment:

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

   * Territory – Select the appropriate aln\_territory\_\_v record
   * Start Date – The start date of the assignment
   * End Date – The end date of the assignment
   * Primary – Select Yes if the selected aln\_territory\_\_v record represents the roster member's primary territory.

     A roster member can only have one primary territory 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.
4. Select **Save**.

#### Viewing Historical Roster Member Territory Assignments

The list of a roster member's territory assignments displays in the Territories section of the aln\_roster\_member\_\_v record. By default, this list only displays active assignments. Select Show End-Dated Records from the All Actions menu to update the list to display both active and end-dated assignments.

### Related Topics

[Managing Align Territories](../ManageTerr/Territory.htm)

[Managing Footprints in Align](../ManageGeo/Footprints.htm)

[Managing Users in Align](../../UserMgmt/UserMgmt.htm)