Creating a user

A user is any person who has access to the CL Loan system and can perform certain tasks in it. You must create users in Salesforce for all the people who need to access and use the CL Loan application to create, approve or service the loan contracts. You can define different access levels to users based on the role they must perform in the loan contract life cycle.

Subsequently, you must assign each user to a company to perform transactions in CL Loan. For more information on assigning a user to a company, refer to section User assignment setup under section Servicing Configuration.

Prerequisites

The following is the prerequisite to creating a new user:

• A Salesforce account is created
• Licenses are available for the users

Steps

Perform the below steps to create a new User:

1. Log in to your Salesforce account.

2. Click your Username.

3. Go to Setup, Administer, Manage Users, Users.

4. Click New User.

5. Specify the General Information for the user:

   1. Specify the First Name.

   2. Specify the Last Name.

   3. Specify the Alias. By default, this is the last name you specify. This is the name that is displayed on the top right corner of the Salesforce application Home page.

   4. Specify the Email address. This must be a genuine email ID, as the user creation confirmation is received on it.

   5. Specify the Username. By default, the username is the e-mail address. The username must be unique across all Salesforce organizations. It must use the format of an e-mail address, but need not be a real e-mail address. 

      Note:

      Users can have the same email address across organizations, provided the username is unique.

   6. Specify the Nickname, Title, Company, Department, and Division information. The nickname is the display name in all online communities.

   7. Select the User License. Select Salesforce. If you select Salesforce Platform, you can assign only Salesforce Platform User profile to the user.

   8. Select the Role. The role defines the tasks that the user can perform, and is derived from the organizational roles you have defined.

   9. Select the Profile. A profile defines the permissions of the user and is derived from the license you select. For example, the System Administrator profile has complete privileges on the CL Loan application and also for performing any task related to loan servicing.

   10. Select the Active checkbox to indicate that the user is active.

   11. Specify other options, as required.

   12. Select the Email Encoding.

6. Specify the mailing address of the user.

7. Select the Locale Settings, including the time zone, locale and language.

8. Select the required Receive Approval Request e-mails option for the user.

9. Select the Generate password and notify user immediately checkbox to receive an e-mail with the login details of the user at the email ID you specified above.

   Note:

   • The temporary passwords for new users expire in six months, and you must change your password the first time you log in. 
   • The login link in the e-mail can only be used once. 
   • Users who follow the link without setting up a password must have an administrator reset their password before they can log in.

10. Click Save.

    The new user is listed in the All Users page.