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User Management Administration
As a Salesforce administrator, you manage users in your org. Besides creating and assigning users, user management includes working with permissions and licenses, delegating users, and more.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| The available user management options vary according to which Salesforce Edition you have. |
As an administrator, you perform user management tasks, such as:
- Create and edit users
- Manage Experience Cloud site user membership
- Reset passwords
- Create Google Apps accounts
- Grant permissions
- Create custom fields
- Set custom links
- Run reports on users
- Delegate user administration tasks to other users
Depending on your Salesforce edition and the additional features that your company purchased, you have specific licenses, such as Marketing or Connect Offline. The licenses let users access features that are not included in their user licenses. Assign one or more licenses to users and set up accounts for users outside your org to access a limited set of fields and objects. You can grant access to the Customer Portal, partner portal, or Self-Service through user licenses. Using Salesforce to Salesforce, create connections to share records with other Salesforce users outside of your org.
Tips for Managing Users
- You can see a user’s assigned permissions, public groups, and queues in the User Access Summary. From the Users page in Setup, select a user, and then click View Summary.
- To view, sort, and filter user records in a list format and edit user records inline, enable the Enhanced User List View setting on the User Management Settings Setup page.
- Create custom fields for users and set custom links to display on the user detail page. To access these options, go to the object management settings for users.
- Use the sidebar search to search for any user in your org, regardless of the user’s status. When using a lookup dialog from fields within records, the search results return only active users. You can also run user reports in the Reports tab.
- To simplify user management in orgs with many of users, delegate aspects of user administration to non-administrator users.
