27 Oct How to create a new user in Salesforce?
Depending on the size of your organization or your new hire onboarding process, you may choose to add users one at a time. The maximum number of users you can add is determined by your Salesforce edition.
|Salesforce Edition||Maximum Users|
Follow the steps mentioned below for adding user:
- From Setup, enter Users in the Quick Find/Search box, then select Users.
- Click New User.
- Enter the user’s name and email address and a unique username in the form of a email address. By default, the username is the same as the email address.
- In Professional, Enterprise, Unlimited, Performance, and Developer Editions, select a Role.
- Select a User License. The user license determines which profiles are available for the user.
- Select a Profile, which specifies the user’s minimum permissions and access settings.
- If your organization has Approvals enabled, you can set the user’s Approver Settings, such as delegated approver, manager, and preference for receiving approval request emails.
- Check Generate new password and notify user immediately to have the user’s login name and a temporary password emailed to the new user.
After creating a new user , we can configure user authentication.
- Restrict Where and When Users Can Log In to Salesforce
You can restrict the hours during which users can log in and the range of IP addresses they can log in and access Salesforce from. If IP address restrictions are defined for a user’s profile and a login originates from an unknown IP address, Salesforce does not allow the login. These restrictions help protect your data from unauthorized access and phishing attacks.
- Set Password Policies
Improve your Salesforce org security with password protection. You can set password history, length, and complexity requirements along with other values. In addition, you can specify what to do if a user forgets their password.
- Expire Passwords for All Users
As an administrator, you can expire passwords for all users any time you want to enforce extra security for your organization. After expiring passwords, all users are prompted to reset their password the next time they log in.
- Modify Session Security Settings
You can modify session security settings to specify session connection type, timeout settings, and IP address ranges to protect against malicious attacks and more.
- Create a Login Flow
Use the Cloud Flow Designer to build a login flow process, then associate the finished flow with a profile.
- Connect a Login Flow to a Profile
After you create a login flow in Flow Designer and activate the flow, you associate it with a profile in your organization. Users with that profile are then directed to the login flow.
- Set Up Two-Factor Authentication
Admins enable two-factor authentication through permissions or profile settings. Users register devices for two-factor authentication—such as mobile authenticator apps or U2F security keys—through their own personal settings.
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