Salesforce Lightning: Create a New User

Hi everyone! This tutorial provides a video tutorial and step by step instructions on how to create a new user in Salesforce Lightning.

Instructions:

Step 1: Click on the Setup menu and select Users within the Administration category.

Step 2: Click on the New User button.

Step 3: Enter the first name, last name, alias, email address, username and nickname.

Tip: The new username and nickname auto populates. The username must be unique across all Salesforce orgs and should be in email format. The email used does not have to work. You can use the same email address across multiple orgs.

Step 4: Choose a role.

Tip: The roles displayed depends on the user license. A user license determines what type of Salesforce features the user can access. Each user must have one user license.

Step 5: Choose a User License.

User Licenses and License Types:

  • Standard
    • Salesforce
    • Knowledge Only User
    • Identity
    • External Identity
    • Work.com Only User
  • Chatter
    • Chatter External
    • Chatter Free
    • Chatter Only (Chatter Plus)
    • Lightning Platform Starter (for Partner and Customer Communities)
  • Communities
    • Lightning External Apps
    • Customer Community
    • Customer Community Plus
    • Partner Community
    • Lightning External Apps Plus
  • Service Cloud Portal
  • Sites and Site.com
  • Authenticated Website

Customer Portal or Partner Portal User Licenses:

  • Customer Portal
  • Customer Portal – Enterprise Administration
  • Partner Portal

Lightning Platform User License Types:

  • Salesforce Platform
  • Lightning Platform – One App
  • Lightning Platform App Subscription
  • Company Community User

Step 6: Choose a Profile.

Tip: Profiles determine how users can utilize objects and data, and what the user is allowed to do within Salesforce.  The available profiles depend on which user license is selected. You should assign a profile whenever you create a user.

Standard Profiles:

  • System Administrator
  • Standard Platform User
  • Standard Platform One App User
  • Standard User
  • Customer Community User
  • Customer Community Plus User
  • Partner Community User
  • Customer Portal User
  • High Volume Customer Portal
  • Authenticated Website
  • Customer Portal Manager
  • Partner User
  • Solution Manager
  • Marketing User
  • Contract Manager
  • Read Only
  • Chatter Only User
  • Chatter Free User
  • Chatter External User
  • Chatter Moderator User
  • Site.com Only User

Step 7: Set your email encoding language.

Step 8: Set your locale settings.

Step 9: If your org has Approvals enabled, you can set the user approval settings such as delegated approver or manager. The preference for receiving approval request emails is also required:

  • If I am an approver or delegated approver
  • Only if I am an approver
  • Only if I am a delegated approver
  • Never

Step 10: Check Generate new password and notify user immediately to have the user’s login name and temporary password emailed to the new user.

Helpful Links

Guidelines for Adding Users

Standard Profiles

User Licenses

 

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