Create a New Contact and User
Instead of creating users directly, create a contact on an account and then create the
user from that contact.
If you don’t currently have any accounts,
- Click the Accounts tab.
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If your org doesn’t yet contain any accounts:
- In Quick Create, enter My Test Account for Account Name.
- Click Save
- In Recent Accounts click My Test Account or any other account name. Note the Account Owner’s name.
- From Setup, enter Users in the Quick Find box, select Users, and then click Edit next to your Account Owner’s name.
- Make sure that Role is set to a management role, such as CEO.
- Click Save.
- Click the Accounts tab and again click the account’s name.
- In Contacts, click New Contact.
- Fill in the following information: First Name: Jim, Last Name: Parker. Click Save.
- On the Contact page for Jim Parker, click Manage External User and then select Enable Customer User.
- For User License select Customer Community.
- For Profile select the FineApps API User.
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Use the following values for the other required fields:
You can remove any non-required information if it’s automatically filled in by the browser.
Field Value Email Enter your active valid email address. Username jimparker@fineapps.com Nickname jimmyp - Click Save.
- Wait for an email to arrive in your inbox welcoming Jim Parker and then click the link in the email to create a password. Set the password to “mobile333”.