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  1. Click the gear icon to access the Setup 

  2. In the Quick Find search bar on the left of the screen type “users”.

  3. Once the users are loaded click the New User button (screenshot 1. 1)

  4. Fill in the details as required (screenshot 2)

  • The Alias should be the first letter of the First name and the first and second letter of the Last Name.

  • Username should always include the Alias and be followed by the company's regional email domain: nnn@company.eu or yyy@company.au.

  • The Nickname will be created automatically.

  • User Licence: New Users must only be created using the Salesforce Platform User Licence as shown abovein the screenshot.

  • Profile: Select from the drop down menu the profile for this user.

  • Active: This checkbox must be selected; if the User leaves the company you can deactivate his/her profile by unchecking this field.

  • Flow User: the checkbox must be selected

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