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,

  1. Click the Accounts tab.

  2. If your org doesn’t yet contain any accounts:

    1. In Quick Create, enter My Test Account for Account Name.

    2. Click Save.

  3. In Recent Accounts click My Test Account or any other account name. Note the Account Owner’s name.

  4. From Setup, enter Users in the Quick Find box, select Users, and then click Edit next to your Account Owner’s name.

  5. Make sure that Role is set to a management role, such as CEO.

  6. Click Save.

  7. Click the Accounts tab and again click the account’s name.

  8. In Contacts, click New Contact.

  9. Fill in the following information: First Name: Jim, Last Name: Parker. Click Save.

  10. On the Contact page for Jim Parker, click Manage External User and then select Enable Customer User.

  11. For User License select Customer Community.

  12. For Profile select the FineApps API User.

  13. Use the following values for the other required fields:

    EmailEnter your active valid email address.

    You can remove any non-required information if it’s automatically filled in by the browser.

  14. Click Save.

  15. 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”.