How to Add Users in Salesforce

Quick summary

Adding a new user in Salesforce requires navigating to Setup, searching for the Users section, and filling in the required user details before saving. This process grants individuals access to your Salesforce org and allows admins to assign roles and permissions for precise access control.

Steps

1. Go to Setup in the top right corner of Salesforce.
2. In the Quick Find box, type "Users" and select it from the results.
3. Click New User to initiate the user creation process.
4. Fill in the required User Details in the form.
5. Check the Generate new password and notify user immediately box to send login credentials automatically.
6. Hit Save to create the new user.
7. Optionally, assign additional roles for further permission control.