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Manage Users and Data Access
View and Manage Users

View and Manage Users

In the user list, you can view and manage all users in your Salesforce org and Experience Cloud sites and portals.

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

Customer Portal and partner portals aren’t available in Database.com

User Permissions Needed
To view user lists: View Setup and Configuration
To manage profiles and to log in as a user: Manage Users

From Setup, enter Users in the Quick Find box, then select Users. From the user list, you can:

  • Create one user or multiple users.
  • Reset passwords for selected users.
  • Edit a user.
  • Search for users if the Enhanced User List View setting on the User Management Settings Setup page is enabled.
  • View, sort, and filter user records in a list format and edit user records inline if the Enhanced User List View setting is enabled.
  • View a user’s detail page by clicking the name, alias, or username. From the user’s detail page, you can see the user’s assigned permissions, public groups, and queues by clicking View Summary.
  • View or edit a profile by clicking the profile name.
  • If Google Apps™ is enabled in your org, export users to Google and create Google Apps accounts by clicking Export to Google Apps.

To export a list of users, you can create user reports. For more information, see Build a Report.

  • Manage Users in the Enhanced User List View
    Build dynamic, customized lists that show records tailored to specific criteria in Enhanced User List View. You can also use Enhanced User List View to edit multiple records inline.
  • Guidelines for Adding Users
    Understand important options for adding users. Learn what to communicate to users about passwords and logging in.
  • 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.
  • Add Multiple Users
    You can quickly add up to 10 users at a time to your organization. Your Salesforce edition determines the maximum number of users that you can add.
  • Edit Users
    To change user details—such as a user’s profile, role, or contact information—edit the user account.
  • Considerations for Editing Users
    Be aware of these behaviors when editing users.
  • Unlock Users
    Users can be locked out of their org when they enter incorrect login credentials too many times. Unlock users to restore their access.
  • Delete Users
    While you can’t completely delete a user, you can deactivate a user’s account so they can’t log in to Salesforce.
  • View a User’s Access Summary
    To make managing permissions and troubleshooting access easier, in the User Access Summary, you can see a consolidated view of a user’s key details and assigned permissions and tabs. You can also manage the user’s assigned permission sets, permission set groups, public groups, and queues.
  • Freeze or Unfreeze User Accounts
    In some cases, you can’t immediately deactivate an account, such as when a user is selected in a custom hierarchy field. To prevent users from logging in to your organization while you perform the steps to deactivate them, you can freeze user accounts.
  • Restrict User Email Domains
    You can define an allowlist to restrict the email domains allowed in a user’s Email field.
  • User Fields
    The fields that comprise the Personal Information and other personal settings pages describe a user.
 
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