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Add a Single User
Depending on the size of your organization or your new hire onboarding process, you may choose to add users one at a time. The maximum number of users you can add is determined by your Salesforce edition.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Contact Manager, Essentials, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions |
| User Permissions Needed | |
|---|---|
| To create users: | Manage Internal Users |
Note You create Experience Cloud partner and customer users from contacts. For more information,
see Create Experience Cloud Site
Users.
- Read the guidelines for adding users.
- From Setup, in the Quick Find box, enter Users , and 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 Your username must be unique across all Salesforce orgs, including trial and Sandbox orgs. The username must be in the format of an email address, for example, jane@salesforce.com. The email used in your username need not function or match the email address used for the account. You can have the same email address associated with your account across multiple orgs. For example, create unique usernames like jane@company.sandbox and jane@trialorg.company.com, for different accounts that are associated with the same email address. Keep in mind that Salesforce Customer Support can’t change usernames or deactivate users from an org. If you get a Duplicate Username error, check if the username is already in use in your production, trial, or Sandbox orgs. Deactivate or change the username for the user record, then create your account with your desired username in your production org. If you’re unable to change or deactivate a username, contact your Salesforce admin for help. If you’re unable to locate the org where the username is already in use, try a different username to create your account. - In Professional, Enterprise, Unlimited, Performance, and Developer Editions, select a Role.
- Select a User License. Only licenses with remaining seats are displayed. The user license determines which profiles are available for the user.
- Select a profile, which specifies the user’s minimum permissions and access settings.
- 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.
- Check Generate new password and notify user immediately to have the user’s login name and a temporary password emailed to the new user.
For new Chatter Only users, an administrator must expose the tabs for accounts, contacts, dashboards, and reports. By default, these tabs are hidden for Chatter Only users. And, the admin must turn on Salesforce CRM Content, Ideas, and Answers if they want their Chatter Only users to have access to them. Professional Edition organizations must have Profiles enabled to perform these tasks. For more information, contact Salesforce Customer Support.
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