Creating a User

To create a new user in Salesforce, sign in as a user with administrative rights and click "Setup" from the top-right corner:

Expand the "Manage Users" menu on the left and select

Click the "New User" button

Fill in the user details. Note: the email address and username do not have to be the same. The username looks like an email address, but it doesn't have to be a valid email account. It has to be unique within the Salesforce system, so you cannot have two accounts with the same user name (but they can have the same email account).

Select a user license. In most cases, we encourage schools to add users as "System Administrator" unless they have a strong understanding of Salesforce profiles and want to lock down roles more substantially.

Click "Save" at the top of the page. You now have created a user. That person will get an email account asking for him or her to set a password and complete sign up.

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