---
title: "View role assignments in the territory hierarchy"
slug: "how-to-view-territories-by-role-assigned"
description: "This article provides information and direction for viewing territories by role assigned."
tags: ["Managers", "Revenue Strategy", "Beginner", "How to", "Revenue Operations"]
status: "update"
updated: 2026-08-21T15:54:03Z
published: 2026-08-21T15:54:03Z
canonical: "support.fullcast.com/how-to-view-territories-by-role-assigned"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# View role assignments in the territory hierarchy

The **Show Role Details** option relabels every territory in your hierarchy with the name of the person covering it, so you can read coverage from the **Accounts** tab instead of opening the **Coverage** tab. Use it to check who owns which territory, and to find territories with nobody assigned.

## Before you begin

- You need a territory plan whose hierarchy you can open from **Manage Accounts**.
- You need at least one role with coverage assignments. Only roles that are currently active or start in the future appear in the **Roles** list; roles that have ended do not.

## Show role assignments in the hierarchy

1. Go to **Territories** and click **Manage Accounts**.
2. Click the more options icon (three vertical dots).
3. Select **Show Role Details**.
4. From the **Roles** list, select one or more roles in order of precedence. The order you put them in decides which name each territory shows — see [**How Fullcast chooses the name to show**](/plan-and-pay/docs/how-to-view-territories-by-role-assigned#how-fullcast-chooses-the-name-to-show) below.
5. Optional: Select [**Show coverage gaps**](/plan-and-pay/docs/how-to-view-territories-by-role-assigned#show-only-territories-with-no-coverage) to narrow the hierarchy to *only* territories that have nobody assigned.
6. Optional: Select [**Hide Inactive Assignments**](/plan-and-pay/docs/how-to-view-territories-by-role-assigned#hide-assignments-that-have-ended) to leave out names of people whose assignments that have already ended.
7. Optional: From [**Fiscal**](/plan-and-pay/docs/how-to-view-territories-by-role-assigned#choose-the-fiscal-period), choose the period you want to see assignments for.
8. Click **Confirm**.

![Options to show coverage gaps and hide inactive assignments in role details settings.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/23fb8a8d-bf81-48ec-b2da-098da39692fb.png)

Each territory in the hierarchy now shows the name of the person covering it as its main label, with the territory name underneath in smaller text.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/55eb19ed-7af1-4e85-abb9-905e968669f4.png)

> [!NOTE]
> **Note**:
> 
> Your selections are remembered for you on this plan and module. The next time you open **Show Role Details** there, the same roles, checkboxes, and fiscal period are already filled in. If a role you had selected has since ended, Fullcast drops it from the saved selection. Other users are not affected by your choices.

## How Fullcast chooses which person’s name to show

A territory can have several people covering it, so Fullcast has to pick one name per territory. It works down the roles you selected, in the order you put them in:

- At each territory, Fullcast uses the first role in your list that has an assignment there.
- If that role has nobody assigned at that territory, Fullcast falls back to the next role in your list, and so on down the list.
- If two or more people share the winning role at that territory, Fullcast shows the name that comes first alphabetically, followed by a count of the others.
- Only the winning role is counted. People assigned to the roles further down your list are not shown at that territory.
- If none of the roles you selected has an assignment at that territory, the territory shows **TBD**.

> [!TIP]
> **Example**: You select BDR, AE, and Sales Manager, in that order. A territory with a BDR shows the BDR. A territory with no BDR but an AE shows the AE. A territory with only a Sales Manager shows the Sales Manager. A territory with none of the three shows **TBD**.

## What each label means

| Label | What it means |
| --- | --- |
| Priya Raman (AE) | Priya Raman is the only person covering this territory in the role, AE. |
| Priya Raman (AE)(+1) | Two people cover this territory as AE. Priya Raman is shown because her name comes first alphabetically; **(+1)** is the one other AE. The number counts only people in the same role as the name shown. |
| TBD | None of the roles you selected has an assignment at this territory for the fiscal period you chose. |

Role names longer than five characters are shortened to their initials, so Sales Manager appears as **(SM)**. Shorter names such as **(AE)** and **(BDR)** appear in full.

## Choose the fiscal period

The **Fiscal** setting controls which assignments count as current. Fullcast shows only assignments that overlap the period you choose, so a territory can show one person for this year and a different person for next year. **Fiscal** defaults to the current fiscal year.

## Hide assignments that have ended

Select **Hide Inactive Assignments** to leave out assignments that have already ended. Assignments that are active now, and assignments that start in the future, are both kept.

This setting removes assignments, not territories. When a territory's only assignment for the winning role has ended, that territory falls back to the next role in your list, or shows **TBD** if no role is left.

## Show only territories with no coverage

Select **Show coverage gaps** to narrow the hierarchy to the territories where none of your selected roles has an assignment.

- Territories with coverage assignments are not shown in the hierarchy.
- Every territory that is shown in the hierarchy will show **TBD**, which tells you nobody is assigned, not which role is needed.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/d8824a08-e058-425c-857c-8b7e1cbe6ea3.png)

*Figure 3.*

> [!NOTE]
> **Note**
> 
> The top-level territory always stays in the list while **Show coverage gaps** is selected, even when someone is assigned to it. Because covered territories are removed, you also cannot expand a covered branch to look inside it. Clear the **Show coverage gaps** checkbox to see the full hierarchy again.

## Find a territory by who covers it

While role details are shown, the hierarchy search matches both territory names and the names on the labels. Search for a person to jump to the territories they cover.

## Turn the role labels off

To go back to plain territory names, open **Show Role Details** again, select **No Role Details** in the **Roles** list, and click **Confirm**. **No Role Details** works on its own; if you select it together with a role, Fullcast keeps the role.

## Related

- [Move accounts from node to node](/how-to-move-accounts-from-node-to-node.md)