It is fairly simple to create a new user within Elements. As an Administrator, you have access to Setup and create new users. To create a new user, you will go to Setup > Users > Users > New User. You can also use the Quick Find box in Setup to search for Users.
To create a new user, by default, there are required fields that include: Last Name, Alias, Email, Username, Nickname, Role, User License, Profile, , Locale Settings - Time Zone, Locale, Language, Receive Approval Request Emails. It is possible that your firm has been configured to make other fields required as well.
Steps to Setup a New User:
- Read the guidelines for adding users.
- From Setup, enter Users in the Quick Find box, then select Users.
- Click New User.
- Enter the user’s name and email address and a unique username in the form of a email address.
- By default, the username is the same as the email address.
- IMPORTANT: The username must be unique across all Salesforce orgs. The username must be in the format of an email address, for example, [email protected]. The email used for your username doesn’t have to function. You can have the same email address associated with your account across multiple orgs. Remember: The username in the form of an email address must remain unique.
- Select a Role.
- Select a User License. The user license determines which profiles are available for the user.
- Select a Profile, which specifies the user’s minimum permissions and access settings.
- At the bottom of the page, check Generate new password and notify user immediately to have the user’s login name and a temporary password emailed to the new user.
- Click Save.
- Assign the Salentica Data Broker Permission Set to the new user.
Best Practice: If you use an email integration, it makes sense to allow your users to sync their contacts & events between Microsoft Outlook®/Gmail™ and Elements.
When you create a new user, go to Settings > Email to include the new user in the sync. This article has more detail on how to make this update.
Conversely, here is an article on how to deactivate a user.
