Adding a new user to the platform can only be done by the admin.
Admin can remove or make a user inactive on the platform as they wish.
Once a user is made inactive, their data from there on will not populate on the platform.
Go to the “Manage Users” section on the platform by clicking on the icon to the left of the screen.
insert manage user option encircled
On the “Manage Users” dashboard, click on blue the “Add Users” button on the top right corner of the table.
To know more about the features of this dashboard, refer Managing Users
insert add user button encircled on the dashboard
Clicking the button will open a drop down where the admin can select from following options
Add From CRM
Add Manually
As the admin chooses this option, the dashboard will redirect to a page where the admin can enter all the user details. To know more about the user details refer Managing Users
insert user details dashboard
After entering the user details, the admin must click on the send invite button in the lower right corner to create the user.
Exiting the page or clicking “Cancel” button will just take the admin back to the “Manage Users” dashboard without making any change.
Admin should add new users as soon as they are added on salesforce so that their data can be used in analytics to provide better insights.