Salesforce Developer Data Security Users Managing


// Salesforce - Developer - Data Security - Create and Manage Users

Creating and managing the users in your organization is a critical task. 
Salesforce simplifies user management by allowing administrators to create 
single or multiple users in just a few clicks. In Salesforce, every user is 
identified by a username, a password, and a single profile. Together with other 
settings, the profile determines what tasks users can perform, what data they 
see, and what they can do with the data.

Creating a user is as simple as entering a username, alias, and email, and 
selecting a role, license, and profile. Many extra options are available when 
creating a user. However, with just a few selections, you can create a new user 
or multiple users. Salesforce auto-generates a password and notifies new users 
immediately. Users can change or add to their own personal information after 
they log in.

To view and manage the users in your organization:

1. From Setup, click Manage Users | Users

The user list shows all the users in your organization. From the list, you can:

1. Create one or more users.
2. Reset passwords for selected users.
3. View a user's detail page by clicking the name, alias, or username.
4. Edit a user’s details.

// To add users:

1. From Setup, enter Users in the Quick Find box, then select Users.

2. Click New User to add a single user or click Add Multiple Users to add up to 
   ten users at a time.

3. Enter each user’s name, email address, and a unique username in the form of 
   an email address. By default, the username is the same as the email address.

4. Select the user license you want to associate with the users you create (the 
   license determines which profiles are available for each user).

5. Select a profile, which specifies the user’s minimum permissions and access 

6. Select Generate passwords and notify user via email to email a login name 
   and temporary password to each new user.

7. Click Save.

// To Deactivate or Freeze a User:

We can not delete a user, but you can deactivate an account so a user cannot 
log in.

1. From Setup, enter Users in the Quick Find box, then select Users.

2. Click Edit next to a user’s name.

3. Deselect the Active checkbox and click Save.

// To Freeze a User:

Sometimes you can’t immediately deactivate an account (such as when a user is 
selected in a custom hierarchy field). To prevent users from logging in to your 
organization while you perform the steps to deactivate them, you can freeze user 

1. From Setup, enter Users in the Quick Find box, then select Users.

2. Click the username of the user whose account you want to freeze.

3. Click Freeze.

Deactivated and frozen users lose access to any records that are manually shared 
with them, or records that are shared with them as team members. However, you 
can still transfer this data to other users and view the names on the Users page.
Unless otherwise stated, the content of this page is licensed under Creative Commons Attribution-ShareAlike 3.0 License