Creating New Users
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- 25 seconds
You must be a system administrator to complete these steps.
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Click here.
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Click the "Quick Find" field.
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Type "users"
Click "Users"
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Click New User. Click this dropdown. Update the User License to be Salesforce Platform.
If you do not have this option you do not have any remaining licenses and need to contact BILLIONS sales to purchase additional.
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Update the Role and Profile.
All users will have a Profile of Standard Platform User unless they are the System Administrator.
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Make sure you set the Role appropriate as this assigns licenses and permissions!
Make sure to add their Call Center to use Dialpad (Dialpad Lightning)
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Click Save. You can chose to notify the user and have them set a password right away or you can wait to perform this step.
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