Documentation

7. Add a User to the OrganizationΒΆ

Expand the Users section at the bottom of the default organization you just saved (not from the Setup [setup] Screen’s User menu item).

Organizations - click to expand users

To add a user, click the plus button.

Organizations - click to add user to organization

Because you have not created any users yet, the “admin” user is the only user listed. Click the plus button again to create a new user and enter the user’s details. Leave the Organization field set to default for now.

Organizations - create user form

Click the Save button. The organization’s user information becomes available for viewing and the new user you created appears on the list.

Organizations - new user added to organization