How do I add administrative users? - Answers - Salesforce Trailblazer Community
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Brittany LincolnBrittany Lincoln 

How do I add administrative users?

I am wanting to add administrative users to my group edition who can add leads, convert, etc.  How do I do this?  I know I need to pay for each person added, but I don't know where to go and do this.  

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Steve MolisSteve Molis

Adding New Users

Available in: Contact Manager, Group, Professional, Enterprise, Unlimited, Developer, and Editions

User Permissions Needed
To create new users:“Manage Users”

The maximum number of users you can create is determined by your Edition:

Salesforce EditionMaximum Users
Contact Manager5
To create a new user for your organization:
  1. Click Your Name | Setup | Manage Users | Users.
  2. Click New User.

    In Professional, Enterprise, Unlimited, and Developer Editions, you can choose Add Multiple Users to add more than one user at a time.

  3. Enter the user’s first name, last name, and email address. The email address becomes the username. Note
    If the user's name includes non-English characters, the user must add the specified language to the mail format settings within Outlook if viewing email in Outlook.
  4. Select a User License. The profiles available to you depend on the user license you choose.Note
    Some options become unavailable depending on the license type you choose. For example, the Marketing User and Allow Forecasting options are not available for user licenses because the Forecasts and Campaigns tabs are not available to users with a license. user licenses are not available for Professional, Group, or Contact Manager Editions.
  5. Select a profile to control what permissions the user has, for example, System Administrator.

    In Professional, Enterprise, Unlimited, and Developer Editions, choose the Solution Manager profile to allow a user to review and publish solutions. Choose the Marketing User profile to enable a user to import leads and update campaign history via the campaign member import wizards. See Overview of User Profiles.

  6. In Professional, Enterprise, Unlimited, and Developer Editions, select a role from the list defined for the Role field.

    See Managing Roles if you have not set up the role hierarchy.

  7. In Professional, Enterprise, and Unlimited Editions, you can enable additional features by selecting one or more of the following checkboxes:
    • Marketing User
    • Offline User
    • Mobile User

      This checkbox only displays if you purchased Salesforce Mobile feature licenses.

    • Salesforce CRM Content UserNote
      In Summer '10, the Salesforce CRM Content feature license is included in all organizations at no additional cost.
    • Knowledge User
    • Service Cloud User
    You will not be able to select these features if they are not supported by your user license type. Additionally, you will not be able to save the new user record if you do not have any available feature licenses for these features. Note
    Without the Marketing User checkbox selected, users can only view campaigns and advanced campaign setup, edit the Campaign History for a single lead or contact, and run campaign reports. In addition, you can set the user’s profile to Marketing User to enable the user to import leads and update campaign history via the member import wizards.
  8. In Unlimited, Enterprise and Developer Edition organizations, you can select Send Apex Warning Emails to send email to the user when an application that invokes Apex uses more than half of the resources specified by the governor limits. This feature can be used during Apex code development to test the amount of resources being used at runtime. For more information, see Apex Code Overview.
  9. To set a user’s initial password, check Generate new password and notify user immediately to have the user’s login name and a temporary password emailed to the new user.
To create other types of users:
You can change the license type of a Salesforce license, making it a license, but you cannot change a license into a Salesforce license. For more details, see Viewing User License Types.