Click Show Navigator to open

Click Setup in Navigator menu

Choose the Employees and Users option

Choose New Employee

1. Provide the user's first and last names.
2. The Alias (Short name to identify user on list pages, reports, and other pages where the entire name does not fit) will auto-populate the first letter of first name and first 4 letters of last name.  
   • This can be changed to a custom Alias if desired  -- Up to eight characters are allowed in this field.
3. Provide the user's email address.
4. Provide the user's login username.
5. The Community Nickname will auto-populate.
6. Enter any data relevant to your organization in the Optional fields.

1. Select a Role
2. Select  a Profile (normally Full Access and Advologix Beginner).
3. If this user will have access to the mobile application, check "Mobile User".
4. Check off CRM Content user if they will need to use Content
5. Optionally, enter phone, fax, mobile and other non-required fields.

1. Optionally, enter Mailing Address information for the user.
2. Optionally, enter Additional Information for the user.
3. Optionally, enter Local Settings information for the user.

Set preference for receiving approval request emails (For more information See Force.com's Change your Approval user Settings).

1. Optionally choose to have the user Receive the salesforce.com newsletter or Receive the salesforce.com administrator newsletter.
   • (Opt in to receive user-targeted or administrator-targeted promotional emails from salesforce.com. This field is not available if your organization has disabled your choice to receive emails from salesforce.com.)
2. Check Generate new password and notify user immediately so that your new user will receive an email with their login information.
3. Click Save to Finish and go elsewhere in the AdvologixPM application OR Save & New to Finish  to create another Staff (User) record.