Creating New Users

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**Note: This content is intended for system administrators and is technical in nature**

1. Adding Users

  1. From within Practifi, go to the Settings menu (top right next to your logged in username) and select Salesforce Setup.
  2. Under Build in the left hand menu, select Installed Packages.
  3. Next to the Practifi package, select Manage Licenses.mceclip0.png
  4. In the Installed Package Detail, you’ll see Allowed Licenses and Used Licenses. Note: If Used is less than Allowed, that means you have spare Practifi licences that can be assigned to your new user, so read on. If not, you’ll need to purchase more Practifi licences, so just get in touch.mceclip1.png
  5. Assuming you have spare Practifi licences to allocate to your new user, under Administration on the left, select Users, then select Users from the drop down.                         mceclip2.png
  6. Enter the basic info for your new user. Much of it is self explanatory, but here are a few specifics to take care with:
    • Alias is a short 8-character-maximum alternate name for the team member, used in some filters and reports. Make it easy to read, e.g. for Doug Karmichael, go for DougK, not cryptic like DKarmich.
    • Username is typically the user’s email address.
    • Leave Role as None Specified.
    • User License is Salesforce Platform and Profile is Practifi – Standard/Super for all but system administrator users.
    • In the lower sections, under Locale Settings, check the Time Zone and Locale for the new user. Turn off the newsletter settings and tick “generate new password and notify user immediately”. Click Save.

Once you have added users, you will then need to assign licenses. 

 

2. Assigning Licenses

 After you've added users, you'll need to assign licenses:

  1. From the list of users, select the new user by clicking on their name (Note: don’t click the Edit link).
  2. From the user detail, scroll down until you find the Managed Packages section and click Assign Licenses.
  3. Tick the boxes to assign licenses for Practifi and Skuid.
  4. Click Add.

You should also consider what your new user will see:

  1. Your new team member will receive a welcome email from Practifi containing a login link.
  2. They’ll be asked to set their password on first login.
  3. To access Practifi, they may need to select Practifi from the Salesforce app menu in the top right.

 

3. Assigning Permission Sets

**Note: This content is intended for system administrators and is technical in nature**

After you've assigned licences, you'll need to assign permission sets. This is done within Salesforce Setup:

  1. From the list of users, select the new user by clicking on their name (Note: don’t click the Edit link).
  2. From the user detail, scroll down until you find the Permission Set Assignments section and click Edit Assignments.
  3. Select the assignments you wish to add for the user. The standard permission sets you would want for each use are Configure Rollups, Process Rollups and Skuid Page Viewer. Depending on the profile of the user, you will want to add SF Object Permission. 
  4. Click Add and Save.
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