How to Add Users in Salesforce
Here's a step by step guide on how to add users in Salesforce:
- Go to Setup in the top right corner.
- In the Quick Find box, type Users and select it.
- Click New User: This initiates the user creation process.
- Fill in user details:
- Enter the user's first and last name and email address (becomes username by default).
- Choose a relevant Salesforce License that determines their access level.
- Select a Profile that defines specific object permissions and functionalities.
- Optionally, set a password and enable additional features like "API Enabled" if needed.
- Click Save to create the new user.
- Check the Generate new password and notify user immediately box.
- You can also assign additional roles for further permission control.