How To: Add New Users and Assign Licenses

1. Access the User Setup Page: Click the gear icon in the top right corner and select Setup. In the Quick Find box, type Users and select Users under the Administration section.

2. Start New User Creation: Click the New User button at the top of the list.

3. Fill in User Details: Fill in the required personal information:

   • First Name, Last Name, Alias, Email.

   • Username: This must be unique across all Salesforce organizations (usually an email address).

   • Nickname: This name is used internally.

4. Assign License and Profile (Permissions): This is the most important step for access:

   • User License: Choose the type of license the user needs (e.g., Salesforce, Platform Starter). This determines what the user can access.

   • Profile: Choose the Profile that matches the user's role (e.g., Standard User, System Administrator). This controls what tasks they can perform.

5. Save and Confirm: Click Save. The new user is created and the system sends an activation link to the email address you entered.

The new User is now active and has their assigned license and initial permissions. They will use the activation link to set their password.