Creating User Accounts

Before anyone can be granted access to AvSight, they must have a user account.  User accounts are created in Salesforce, the underlying framework of the AvSight system.  This article will show you how to create and maintain user accounts.  NOTE: Make sure your browser will accept cookies.  Cookies are required to be able to see the required fields.

Prerequisites: None

Information needed to complete the steps:
List of users
User’s email addresses

Creating a New User Account

  1. Log into your AvSight instance and select the gear icon in the upper right corner of the screen.
  2. On the left sidebar of the screen under Administration, expand the Users menu and select Users.
  3. In the center of the screen above the list of users, select New.  Maintenance of existing users will be covered below,
  4. Required Fields:
    • Last Name
    • Alias (Short name to identify the user in areas where the entire name won’t fit)
    • Email
    • Username (this will be an email address)
    • Nickname (this is used for online communities within Salesforce)
    • User License
    • Profile
    • Email Encoding
    • Locale Settings
  5. Enter the required information for the user in the general section.
  6. In the licensing area, leave the role as <None Specified>.  Select Salesforce as the license type and System Admin Clone as the profile type.
  7. Unless the user requires the use of a non-Latin alphabet, the email encoding can be left at the default setting.
  8. In the Locale Settings, set the correct Time Zone, Locale and Language for the user.
  9. All other fields are optional.  When finished entering information, click Save or Save & New to add another user account.

Suggested next topics:
Maintaining User Accounts
Assigning Permission Sets and Site Licenses

Related Articles:
Creating a New Company
Entering and Maintaining Employees

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