Salesforce Docs Portal

Add Users to Agentforce Operations

Add new users to Agentforce Operations by assigning them tasks, adding them directly, or adding multiple users in bulk.

Required Editions

License Required

This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Operations license.

To purchase an Agentforce Operations license, contact your Salesforce account executive.
Role or Access Needed
To manage user data in Agentforce Operations: Admin role or People Admin role

Before you begin, review User Roles and Access Levels in Agentforce Operations so you can assign the correct roles to new users.

Agentforce Operations is an invite-only platform. You can add users in several ways depending on your needs. To add or update multiple users by using a CSV file, see Add and Update Multiple Users in Bulk in Agentforce Operations.

The new users receive a Welcome to Agentforce Operations email automatically. The users click the Accept Invite button and follow the log in process. For details on signing in, see Logging In to Agentforce Operations.

Add a User Through a Task

The easiest way to invite a single user is to assign them a task. When you assign a task to a new email address, the user gets a task assignment email. Users also get an email inviting them to join Agentforce Operations so they can log in.

  1. When creating or editing a task, for Assigned to, enter the new user's email address.
    The Invite person button shows.
  2. Click + Invite person.

    The new user window opens.

  3. Enter the user's information and then click Invite.
    The user receives a Welcome to Agentforce Operations email with a link to log in to the workspace.

Add a User Directly

Create a single user account by directly inviting them to the workspace.

  1. In the navigation sidebar, click Admin.
  2. Click the People tab.
  3. Click + Add or update.
  4. Click Invite via direct entry.
  5. Click Select.
  6. Enter the new user's name and email address.
  7. For Type, select Internal or External.
  8. Optionally, select a role or multiple roles for the user.
  9. Optionally, select a language.
  10. Click Invite.
    The user receives a Welcome to Agentforce Operations email with a link to log in to the workspace.

Resend an Email Invite to a User

Resend a workspace invite email so a user can log in.

  1. Go to your workspace's login page.
  2. Click Resend email invite.
    The user receives a Welcome to Agentforce Operations email with a link to log in to the workspace.