Browse


Narrow Search

Feature
Role
Can't find what you need?
Contact Us

Reset Search
    Search Knowledge Base
 
Article

Adding a New User (Lightning)

« Go Back

Information

 
SummaryIn Apto, every user is identified by a username, password, and a single profile. The user profile determines what tasks users can perform, what data they see, and what they can do with the data.

Within “Users”, you can perform user management tasks such as creating and editing users, resetting passwords, and creating Google Apps accounts. As an administrator, you must add all of your users to your Apto account so that they can use the product.

You can also grant permissions, create and manage other types of users, create custom fields, set custom links, run reports on users, and delegate user administration tasks to other users.
-

How to Add a User

  1. Click “Setup” in the top right-hand corner under the gear icon.

Screen Shot 2017-06-12 at 2.56.06 PM.png

  1. In the left-hand side menu, click "Users | Users".

users-users1.gif

  1. Click “New User”.

new userclick.gif

 

4. Enter the user’s first and last name.

5. Enter the user's email address and username. By default, the username is the same as the email address.

6. The Role is set by default to “<None Specified>” -- do not change this.

7. The User License should be set to “Salesforce Platform”.

8. Select a profile, which specifies the user's minimum permissions and access settings. For more information on user profiles, click here.

9. Select the other options and enter the remaining user information as needed. Note that only the fields in red are required. 

10. Select the “Generate new password and notify user immediately” checkbox.

11. Hit “Save”.

Here's an example of steps 4 through 11:

Jul-13-2017 14-40-44.gif


Up Next: Add Users to the Apto Package (Lightning)

Feedback

 

Was this article helpful?



   

Feedback

Please tell us how we can make this article more useful.

Characters Remaining: 255

 

Apto