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Manage Users
In Salesforce, each user is uniquely identified with a username, password, and profile. You can have internal users, such as employees, who log in to Salesforce. You can also have external users who log in to Experience Cloud sites and guest users who don’t have login credentials.
Learn About User Management |
Add Internal Users |
Manage Users User Management in Setup with Agentforce |
Manage External Users Create Experience Cloud Site Users Add Members to Your Experience Cloud Site |
Manage Licenses |
Set Up User Visibility Control Which Users Experience Cloud Site Users Can See Manage Personal User Information Visibility for External Users |
Configure Other User Settings |
Set Up Delegate Administrators Delegate Administrative Duties |
- 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. - 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. - Manage External Users
Create and manage the external customer and partner users who log in to your Experience Cloud sites, and external-facing sites using other clouds such as Commerce Cloud, Financial Services Cloud, Health Cloud, and Work.com. - Administrators and Separation of Duties
Separating duties limits the power of any one person or entity so that you can help prevent a single point of failure. For example, you can have two or more administrators who have responsibilities for administering different portions of your org. If you have only one administrator, consider assigning a backup person to the role. You can give the backup person the same access that your primary administrator has. - User Management Settings
Manage org-wide user settings to improve user experience and increase org security. - User Sharing and Visibility
User Sharing enables you to show or hide an internal or external user from another user in your organization. - Licenses Overview
To enable specific Salesforce functionality for your users, you must choose one user license for each user. To enable more functionality, you can assign permission set licenses and feature licenses to your users or purchase usage-based entitlements for your organization. - Licensing Events Overview
Provisioning new licenses and similar licensing events can delay your org’s ability to process other requests. The Licensing Events feature puts you in control of when licensing events occur. You can specify your busiest hours and dates as blockout periods so that licensing events occur outside these time frames. Additionally, if a licensing request comes in during a blockout period, Salesforce notifies you and you can override the blockout. - Topics and Tags Settings
Topics on objects allow users to add topics to records so they can organize them by common themes. With Chatter enabled, users can also see related posts and comments. Enabling topics for an object disables public tags on records of that object type. Personal tags aren’t affected.
