New User Creation _ Lightning

Owned by Pedro Mendes
Last updated: Aug 05, 2024 by Amy Jo
2 min read

Create the New User

  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 in 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

Select Generate new password and notify user immediately at the bottom of the screen and click Save. The User will automatically receive an email notification with login instructions

Screenshot 2024-07-22 at 13.28.41.png

 

Screenshot 2024-07-22 at 14.35.17.png

 

Add the Staff Record

Once you are done creating the User, they will also require a Staff Record

  1. Navigate to the Staff Center

  2. Select New Staff at the top of the page (screenshot 3)

  3.  If the New User is a Crew Member, select Aircraft Staff. If they are an Office Staff member then select Office Staff (screenshot 4)

  4. All fields marked in red are required information

  5. Once you have completed the required information click Save

 

 

Modify an Existing User’s Staff Record Details

  1. Click on the Staff button

  2. Insert the name of the staff member (screenshot 5)

  3. Click the field you wish to edit

  4. Change the required details and click Save