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Add a New User for Lightning


Create new users to work within your org.

After reading this article you will be able to navigate to setup:

  • Navigate to users in setup
  • Add new users
  • Add multiple users


Step One: Navigate to Users in Setup

  1. Click the Settings Gear icon.
  2. Click Setup.

1 Add a New User for Lightning- setup gear.png


  1. Enter Users in the search field.
  2. Select Users.

2 Add a New User for Lightning- user navi.png


Step Two: Adding a Single User

  1. Click the New User button.


  1. Fill out the | required fields.

The new user screen consists of (a) name info, (b) email info, (c) company info, (d) hierarchy info, (e) phone info, (f) time zone. 


Note: Some fields auto populate. For example the email address becomes the user name by default. If you change the username it must be in email address format.


  1. In the Approver Settings section check the Generate new password and notify user immediately checkbox.
  2. Click Save.


Step Three: Adding Multiple Users

The add Multiple Users page provides a quick way to add users to your organization. Depending on the number of available licenses, you can create up to 10 users. With this page, you specify the minimum information needed. Once you've created the users, edit individual users to add more details for each one.

  1. Click the Add Multiple Users button.


  1. Select the user license you want to associate with the users.


Note: The user license determines the available profiles.


  1. Add the | Required fields for each user that is being created.


  1. Check the Generate passwords and notify the user via email checkbox.
  2. Click Save.


Next Step:

After creating user add the user to the location  Add user to location.