How to Create a New User
Learning Objectives
At the end of this lesson you will know how toβ¦.
Check how many licenses you have left
Create a new user
How to handle Salesforce Multi-Factor Authentication
Creating New Users
With turnover, you, as Admin, will need to create new Thynk users. If your org is set up to use Salesforce Authentication, please make sure your new user has downloaded the Salesforce Authentication app as they will need it to reset their password and also to log in. Click in this link for further instructions.
For specific instructions on how to create a new user, please refer to the lesson https://learn.thynk.cloud/courses/take/thynk-admins/texts/48388547-how-do-i-create-a-new-user in Thynk University! π©π»βπ
Once you have created a new user, you will need to Assign Permission Steps.
Best Practices
Itβs a good idea to check another userβs profile that matches the one you are adding. You can then compare the permissions etc and see how to set them up.
Make sure you have given the correct instructions to your new user about Salesforce Authentication.
Resources
Salesforce Multi-Factor Authentication - Knowledge Base article
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