AdvologixPM

Creating a New User

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This article is to illustrate how to create a new user for your organization.

Creating New User

Creating New User

To view and manage the users in your organization,

Click Your Name | Setup | Administration Setup | Manage Users | Users

New User Creation Page

New User Creation Page
  1. Enter the user’s first name, last name, and email address.
    • The email address becomes the username. 
  2. Select a User License.
    • The profiles available to you depend on the user license you choose.
  3. Select a profile to control what permissions the user has. (For example, System Administrator)
  4. In Professional, Enterprise, Unlimited, and Developer Editions, select a role from the list defined for the Role field.
  5. To set a user’s initial password, check Generate new password and notify user immediately to have the user’s login name and a temporary password emailed to the new user.
  6. Click on Save button to save the User.
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