Starter Suite: How to Add Users & Invite Your Team | Setup Tutorial

Salesforce Product Center · Beginner ·🛠️ AI Tools & Apps ·5mo ago

Key Takeaways

Setting up users and teams with Salesforce Starter Suite

Original Description

@salesforce is powerful on its own, but it’s even better when your whole team is working together. In this Salesforce Starter Suite tutorial, learn the quick and easy steps to invite users and get your teammates onboarded. Whether you need to add sales reps or assign a new admin, this guide walks you through the Quick Settings menu to ensure everyone has the right access. You’ll also learn the critical difference between a Standard User and a System Administrator so you can manage permissions securely. *What You'll Learn in This Starter Suite Tutorial:* • Inviting Teammates: How to access the user management settings in seconds. • User Roles Explained: When to choose "Standard User" vs. "System Administrator." • Managing Access: How to resend invitations and deactivate users who no longer need access. • Trial Limits: Understanding license availability during your free trial. *TIMESTAMPS:* 0:00 – Intro to Adding Users in Salesforce 0:09 – Accessing Quick Settings & User Menu 0:15 – entering User Details 0:20 – Standard User vs. System Administrator Roles 0:41 – Sending the Invitation 0:46 – Resending Invites & Deactivating Users 0:57 – Understanding Trial License Limits RESOURCES & LINKS Get Started with Salesforce Starter Suite: https://www.salesforce.com/small-business/starter/ Start Your Free Trial Today: https://www.salesforce.com/small-business/starter/free-trial/ Watch the more demos: https://www.youtube.com/playlist?list=PLpR3ykCk9iegHHsQbSBSqiOVsk_7snJ9o #SalesforceStarter #CRMSetup #SalesforceAdmin #SmallBusinessCRM
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Chapters (7)

Intro to Adding Users in Salesforce
0:09 Accessing Quick Settings & User Menu
0:15 entering User Details
0:20 Standard User vs. System Administrator Roles
0:41 Sending the Invitation
0:46 Resending Invites & Deactivating Users
0:57 Understanding Trial License Limits
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