Quick summary
To create a new user in Salesforce, admins navigate to Advanced Setup, locate the Users section, and send an activation invitation directly from the platform. The entire process takes just a few clicks and automatically triggers a welcome email to the new user.
Steps
- Click the gear icon at the top left of the Salesforce dashboard to open settings.
- Select Open Advanced Setup from the dropdown menu.
- In the Quick Find search box, type and select Users to navigate to the Users section.
- Click the New button at the top right of the User page.
- Enter all required details for the new user, such as name, email, and role.
- Select Send Invitation to complete the setup — an activation email is automatically sent to the user.
