At the end of this lesson you will know how to….
Check how many licenses you have left
Create a new user
How to handle Salesforce Multi-Factor Authentication
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.
Before creating a new user, you can check to see how many licenses you still have.
To create a new user, follow these steps:
Click on the Setup cog on the top right, and click on ‘Setup’
Let’s check how many licenses you have. This isn’t a necessary step, but just a nice thing to know in case you have a lot of turnover. On the Setup screen, type into the ‘find’ field on the left, the words ‘Company Information’ and click on it.
Now scroll down on the right side of the screen, and you can see how many salesforce licenses you have and how many are used.
Salesforce licenses = are for Thynk Admins, and Salesforce platform licenses = are for the regular users who are not Admins.
Now, that I've confirmed I still have user licenses to spare, let’s add that new user. Go to the top left on the setup screen and type in ‘users’ into the search field. Click on ‘Users’.
On the right side, you will see a list of all your users. Take a look through the sales users and pay attention to the Profile column on the right. This will help you decide what sort of access the new user will need. TH Users (are the most common ones), TH Admin (only a few will be Thynk Admins) vs. ThRead Only are only those that will only have a ‘view only’ access.
Once you have confirmed which profile to use, right click on one of the existing users with the profile to open this user in a new tab. This will help you set up the correct information for the new user.
Go back to your previous tab and click on ‘New User’. And start completing the information in the next window.
Type in the First Name, Last Name. The Alias will automatically be created. Enter in the email address. The user name will take on the email address. Try to complete as many fields as possible.
User License (most probably Salesforce Platform, unless this person is an admin) and Profile (Most probably TH User) should match the other sample sales user's profile. Leave other checkmarks the way they are already selected.
Enter the Phone, Mobile etc. Scroll down.
Enter the address. Next, scroll to ‘Additional Information’ and choose the Default Property. For multiproperty orgs, you could have a list of properties, select them on the left of the box and move them to the right, using the right arrow.
Locale Settings - choose these, and lastly place a tick in the ‘Generate new password and notify user immediately’ check box on the bottom, and click on ‘Save.
Notify the user that they will receive an email from Salesforce telling them to click on a link and set up their own password.
Once saved, go back to the new user and edit it. Scroll down to the ‘Permission Set Assignments’ and select all of the ones you have in the other colleagues’ user profile.
Then scroll down to ‘Permission Set License Requirements’ and select the correct ones by looking at the other tab you opened earlier.
Lastly, make sure to ‘Save’.
It’s a good idea to check another user’s 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.
Salesforce Multi-Factor Authentication - Knowledge Base article
Assigning permission sets to new users - Knowledge Base article