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Add a New User

If you're making a request to create a new user, here's the information that you need to know

Goal

After completing this article, you will know how to add a new user and learn how to assign the correct license type, role, and profile

Video: Add a New User

 

User Permissions Needed
Create New Users list:                                                             "Manage Users, View Setup and Configuration"

The maximum number of users you can create is determined by your Edition.


Adding a Single User


1. From Setup, click Manage Users --> Users.
2. Click New User.
3. Enter the user's First Name, Last Name, and Email Address. The email address becomes the username by default. 

important Your username must be unique across all Salesforce organizations. The username must be in the format of an email address, for example, jane@salesforce.com. But the actual email in the username doesn’t need to work. You can have the same functioning email address associated with your account across organizations—only the username in the form of an email address must remain unique.

4. Select a Role. Depending on your organization's sharing settings, roles can specify the level of visibility that users have into your organization's data.
5. Select the User License,  Salesforce or Salesforce Platform. The profiles available to you depend on the user license you choose. 
6. Select a Profile, typically Standard Platform Users, which specifies the user's minimum permissions and access settings.
7. Select the other options and enter the remaining user information as needed. 
8. 
If your organization has Approvals enabled, you can set the user’s approver settings, such as delegated approver, manager, and preference for receiving         approval request emails.

9. Check Generate new password and notify user immediately to have the user’s login name and a temporary password emailed to the new user. 

helpNote_icon.gif NOTE: Temporary passwords expire in six months, and users must change their password the first time they log in. The login link in the email can only be used once. A user who follows the link without setting a password must have an administrator reset their password before they can log in.

 

Adding Multiple Users

 

The add Multiple Users page provides a quickly way to add users to your organization. Depending on the number of available licenses, you can create up to 10 users. With this page, you specify the minimum information needed. Once you've created the users, edit individual users to add more details for each one.

To add multiple users:

1. From Setup, click Manage Users --> Users.
2. In the main page, click the button Add Multiple Users
3. When multiple license types are available in your organization, select the user license you want to associate with the users you'll create. The user license determines the available profiles. If only one type of license is available, it's automatically selected.

license types
 

4. Specify the information for each user.
enter user details

5. Unlike adding a single user, Generate password and notify user via email is NOT check by default when adding multiple users. If you choose to Save new users without checking the box you can edit the Username to be different than the User Email and include other details for the individual users before sending login notification emails.

importantIf this box is not checked, each new user created will have to be manually edited to check the Generate password and notify user via email.   

 notify user check box

 Add More Users button allows you to continue adding 10 more users.  


6. When finished adding users, Click Save.