Add Users
Adding users is fairly easy. In the topic Configuration, you learned about profiles and set up your organization's role hierarchy. When you add users, you associate actual users with those profiles within your role hierarchy so users can log in and access the data that's appropriate for them.
Adding users serves 3 important purposes:
- Once you add users, you can import data and automatically associate that data with the correct users.
- By associating roles and profiles with all users, you can determine how they see data, what they can do in the application, and how their data rolls up.
- When you add a user, Salesforce CRM uses that user's record to generate an invitation to log into the application.
Tip: You may want to delay notifying users until you’re ready for them to actually log in. To do so, be sure to uncheck the "Generate new password and notify user immediately" checkbox when you go through the process of adding users. You can then edit the user records and generate usernames and passwords whenever you're ready for users to actually log in.
- To add users, go to Manage Users - > Users in the sidebar.
- For step-by-step instructions, see the " Adding New Users" online Help topic
- See also the Administrator Fundamentals – Add Users training segments.
