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Next to basic information, the User Edit mode enables you to define the properties of a user.

  1. You can select the appropriate User License from the values displayed in the pick-list.

  2. Tick one of the boxes to configure the user's read access and write access.
  3. Click Save when you have completed the configuration.
Note
titleUser Name

While emails can be used multiple times, the user name - though in email format, too - has to be unique in the whole salesforce environment. In case the preferred username is not available, you can change the email format ending. For example if bob.smith@company.com is not available, try bob.smith@company.demo or bob.smith@company.org. The resulting user name does not need to be a real email address.


Info
titleAssign Permissions

To assign permissions to the user please take a look on our Wiki pages about

1.2 Hierarchy and Approver Settings

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