How to Add a User

How to Add a User

Watch the two-minute video or follow the steps below

 

Click Setup

Click Users

Click New User

Complete the form

Note that the Username does NOT have to match the Email.

Select the correct Role, User License, and Profile.

Continue with the form

Enter the mailing address and select the correct time zone for the user.

If you want to wait to send the new user email, then uncheck the box to "Generate…"

Click Save, and you are done!


Rich

Fearless leader of the finest team of Salesforce.com Certified Consultants, Developers and Administrators, relentlessly bringing rapid radical results to growing businesses throughout the United States.