Adding Patrick as a System Administrator User

April 1, 2023 in Uncategorized

Adding Patrick as a System Admin

To add a user, you must be a System Administrator or a user with Delegated Administrator privileges.

Click on the gear icon in the upper right of your screen

Click on "Setup"

Click on "Users"

Then click on the "Users" below

Click on "New User"

Enter the correct information into these fields:

First Name: Patrick
Last Name: Ford
Alias: <automatically created>
Email: patrick@goldalder.com
Username: I'll let you know
Nickname: <automatically created>
User License: Salesforce
Profile: System Administrator
Role: <leave blank>

Finally, hit save

About the author 

Patrick

Patrick has been working with nonprofits for over 15 years. He has 12 Salesforce certifications and has created easy-to-use Salesforce databases for many clients, saving them thousands of hours. He has a BA and MBA from UC Berkeley and Masters in Counseling Psychology.

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