To add a new user for your TechnoMile Growth Suite, you generally follow the Salesforce guides for user creation and management. In this article, we provide the steps to create a new user, important information about key settings, and some background information as it relates to the TechnoMile Growth Suite. Salesforce also has detailed information regarding user creation and management.
To create a new user for your TechnoMile Growth Suite, there are two (2) primary steps:
Create a User.
Assign a Permission Set or Profile.
NOTE
In Salesforce, Permission Sets and Profiles function differently. Read below for some background information or for more details, review the Salesforce article about User Management.
Salesforce: Platform and Sales Cloud
The steps to create a user can vary depending on the type of Salesforce license you have.
Salesforce Platform
When you create users, you will select Salesforce Platform for User License when creating this user.
Salesforce Sales Cloud
When you create users, you will select Salesforce for User License when creating this user.
Determine If You Have Salesforce: Platform or Sales Cloud
An easy way to tell which license you have:
Sales Cloud licenses
You will see the Opportunities tab in your Growth applicationPlatform licenses
You will see the Growth Opportunities tab in your Growth application
NOTE
If you do not see the appropriate license type in the User License field, that means you have run out of those licenses and you must either purchase additional licenses or reallocate your existing licenses.
Salesforce: Permission Sets and Profiles
Salesforce Permission Sets and Profiles are both ways to control the access and permissions of users. The main difference between them is that each user can have only one Profile but can have multiple Permission Sets.
Profiles are used to give or take away the base set of permissions for a group of users.
Permission Sets are used to give or extend additional permissions for individual users or sub-sets of users.
Within the TechnoMile Growth Suite, Permission Sets are included as part of the default package.
Profiles are not included in the Growth Suite default package. TechnoMile recommends using the Standard User profile when creating new users. If you already have Profiles created in your Salesforce org, then you can apply a Salesforce profile to the new user.
IMPORTANT
If your company has gone through an implementation process either with TechnoMile or a different service provider and has additional functionality built into the system, you may then need to select a different Profile to ensure the user has access to all the necessary items.
About Salesforce: Usernames
Salesforce usernames are UNIQUE across the entirety of Salesforce, this includes Sandbox environments. Usernames must be in the format of an email, but do not have to be a valid email address. Within a User Profile, email addresses do not have to be unique. You can have the same email address on multiple users both in Production and Sandbox environments.
Step 1. Create New User
Learn about how to determine the number of available Salesforce licenses you have.
In Salesforce, go to Setup.
In the Quick Find field, search for Users.
Click New User.
On the New User screen, complete the required fields.
NOTE
Review the Important Fields section for additional information about the fields on the New User screen as they relate to the Growth Suite.
Provision the user for the TechnoMile Growth Suite.
On the user record, go to the Additional Information section and locate the Subscribed Apps fields.
Assign the following licenses:
FedCapture
FedTOM
TMAnalytics
Click Save.
Review Locale Settings.
In the Locale Settings section, there are three fields that allow you to set the default Locale Settings for the user. By default, the Salesforce Time Zone is Pacific Daylight Time.Time Zone
Locale
Language
Step 2. Permission Sets
IMPORTANT NOTE
If you are using the Growth User, then you must assign the required Permission Set Group and can skip the Permission Set(s) mentioned in this section. You can access and assign Permission Set Groups from Users -> Permission Set Group Assignments as shown below.
On the user record, scroll down to the Permission Set Assignments section.
Click Edit Assignments.
Apply the appropriate Permission Sets. These selections vary based on the type of Salesforce license you have.
Sales Cloud
Growth User
SAM.Gov
PWin User
Spark object permissions
Competitive Insights User
Platform
Growth User
Spark object permissions
Competitive Insights User
Sam.Gov
Click Save on the user record.
Important Fields
Field | TechnoMile Notes |
|---|---|
First Name |
|
Last Name |
|
Alias | This field will automatically default to the first letter of the first name and the first 4 letters of the last name. |
| |
Username | Username must be in the format of an email, but not a valid email. Usernames must be unique across all Salesforce orgs. |
Nickname | Primarily for the Salesforce portal, it will be filled out automatically and will not affect anything users see, but it is a Salesforce required field. |
Role | This field is optional; despite the red bar on the side, this value can be left blank. The Growth Suite does not include a role hierarchy. |
User License | User License is determined by what is available to your company, please see the associated article to determine if you are using Sales Cloud or Platform licenses. |
Profile | By default, the Growth Suite does not include any pre-configured Profiles. We recommend you use the Standard User profile. |
Flow User | Checking this box allows users to use Salesforce flows, TechnoMile has several Flows as a part of our Growth Solution. |
Video: User Profile Configuration
Learn how to configure user profiles in the TechnoMile Growth Suite on Salesforce. This video covers creating users and assigning permissions to understand how license types impact access.