---
schema_version: "1"
id: 7f5f8d0a42eb8be0c70bfbd6761fc5886bd7ac7918668863d3a24780e1aaf1cb
title: Guidelines for Adding Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/users_adding_guidelines.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.users_adding_guidelines.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 08e105a22072dc66f858bd4f10e9d93fb5e5c36b39ac21853527c642506b7487
description: Understand important options for adding users. Learn what to communicate to users about passwords and logging in.
products:
  - Security
  - Salesforce Platform
release: "264"
---
# Guidelines for Adding Users

Understand important options for adding users. Learn what to communicate to users about passwords and logging in.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Contact Manager</strong>, <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, <strong>Developer</strong>, and <strong>Database.com</strong> Editions</td></tr></tbody></table>

- Your username must be unique across all Salesforce orgs, including trial and Sandbox orgs. The username must be in the format of an email address, for example, jane@salesforce.com. The email used in your username need not function or match the email address used for the account. You can have the same email address associated with your account across multiple orgs. For example, create unique usernames like jane@company.sandbox and jane@trialorg.company.com, for different accounts that are associated with the same email address. Keep in mind that Salesforce Customer Support can’t change usernames or deactivate users from an org. If you get a Duplicate Username error, check if the username is already in use in your production, trial, or Sandbox orgs. Deactivate or change the username for the user record, then create your account with your desired username in your production org. If you’re unable to change or deactivate a username, contact your Salesforce admin for help. If you’re unable to locate the org where the username is already in use, try a different username to create your account.
- If your name includes non-English characters and you use Outlook, add the specified language to the mail format settings within Outlook.
- The account verification link emailed to new users expires after 7 days, and users must change their password the first time they log in. Users who click the account verification link but don’t set a password need an admin to reset their password before they can log in.
- Not all options are available for all license types. For example, the Marketing User and Allow Forecasting options aren’t available for Lightning Platform user licenses because the Forecasts and Campaigns tabs aren’t available to Lightning Platform license users. Lightning Platform user licenses are not available for Professional, Group, or Contact Manager Editions.
- In Performance, Unlimited, Enterprise, and Developer Edition orgs, you can select **Send Apex Warning Emails**. This option sends an email to the user when an application that invokes Apex uses more than half of the resources specified by the governor limits. You can use this feature during Apex code development to test the amount of resources used at runtime.
- You can move users between profiles based on user licenses that have the same record sharing models. For example, you can move a Lightning Platform-based profile user to a Salesforce-based profile, or vice versa. The user sometimes loses permission access depending on what the user licenses permit. If you move a user with permission set assignments, the user is removed from the permission set. If you try to add the user back to the permission set, you receive a licensing error unless the new license allows the permissions.

#### See Also

- [Add a Single User](https://help.salesforce.com/s/articleView?id=platform.adding_new_users.htm&release=264.0.0&type=5 "Depending on the size of your organization or your new hire onboarding process, you may choose to add users one at a time. The maximum number of users you can add is determined by your Salesforce edition.")
- [Administrators and Separation of Duties](https://help.salesforce.com/s/articleView?id=platform.users_separation_duties.htm&release=264.0.0&type=5 "Separating duties limits the power of any one person or entity so that you can help prevent a single point of failure. For example, you can have two or more administrators who have responsibilities for administering different portions of your org. If you have only one administrator, consider assigning a backup person to the role. You can give the backup person the same access that your primary administrator has.")