User Management Configuration Guide

Overview

This guide provides step-by-step instructions to help you manage user accounts in the WinIT application. This guide focuses on two key processes:

• Create a User: Add a new user to the system with the required profile, license, and settings.

• Add the User: Assign the created user to the WinIt application to grant access and permissions.

Audience

• Salesforce Administrators

• IT Support

Prerequisites

• Ensure that WinIt on Growth Suite - Platform Edition is already installed and configured. The version of this package must be 2025.1 or higher.

Create a User

1. Log in to the WinIt application.

2. Click the gear icon and select Setup. 

3. In the Home page, enter Users in the search bar, and select Users from the list. Setup Users page opens.

4. In the All Users section, click New User. 

5. In the General Information section, enter all relevant details. 

   • Enter user details such as First Name, Last Name, Alias, Email, Username, and Nickname.

   • In the User License field, select as Salesforce Platform.

   • In the Profile field, select Standard Platform WinIT User.

   • Select the Flow User checkbox.

6. Scroll down to the Locale Settings section and set the Time Zone to Eastern Daylight Time. 

   

   NOTE:

   Set Time Zone to the user’s local time zone.

7. Scroll to the Approver Settings section, select the Generate new password and notify user immediately checkbox, and click Save. An email is sent to the new user with login instructions.

Add the User

1. Log in to the WinIT application.

2. Navigate to WinIT Admin Panel. WinIT Admin Panel opens.

3. In the Quick Links section, click User Management. WinIT User Management page opens.

4. Click Add User. Add User window opens.

5. Select the newly created user and click Add. 

   NOTE:

   You can select multiple users if you have created more than one. The user is added and assigned the WinIT license.