Managing Salesforce Users

Creating a New User

1. Navigate to Setup and search for Users.​
2. On the User page, click New User.
3. Complete the form and Save it to create a new user.
4. The user will get an email with their username and temporary password. They can begin using the CRM right away.

Note: Ensure that you select the correct values for the user if you are using Roles and Profiles. 

Lightning Features for Guest Users

The Salesforce setting, Lightning Features for Guest Users, is enabled by Default. TargetX products do not require Lightning features, so we recommend you turn this setting OFF to limit access to your Sites:​

1. Navigate to Setup and search for Sites.
2. Click the Site Label.
3. Click Edit.
4. Uncheck the Field for Lightning Features for Guest Users.
5. Save your changes.