---
schema_version: "1"
id: aaa546754527f5e432be186fb99bea5930229af1992973b46a9141f691ecfbdb
title: Manage Your Agent’s User Record and Email
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_agent_sdr_setup_create_agent_user_parent.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_agent_sdr_setup_create_agent_user_parent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 38a856ece96aacdefd0a3ffac2bcf5f3053c2668e0c1583680e28ded7d13fcee
description: An Agentforce Engagement agent operates like a regular user in your organization, but with special permissions. Engagement setup makes it easy to choose or create a user record. Agentforce then assigns it permissions, and sets up Einstein Activity Capture and email for it.
products:
  - Sales Cloud
  - Agentforce
release: "264"
---
# Manage Your Agent’s User Record and Email

An Agentforce Engagement agent operates like a regular user in your organization, but with special permissions. Engagement setup makes it easy to choose or create a user record. Agentforce then assigns it permissions, and sets up Einstein Activity Capture and email for it.

### 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: Lightning Experience in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions with Sales and the Agentforce Engagement add-on.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d25628e60">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25628e60 ">To set up an Engagement agent user record:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25628e60 ">Configure Engagement Agent</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_agents-264-0-0-production-enus/3bcb4a4b-868d-4b4f-b735-d76004124785/images/icon_note.png)

Note The Agentforce Lead Nurturing name has changed to Agentforce Engagement. The new name better describes the work the agent does to nurture existing prospects and differentiates it from the Agentforce Lead Generation agent template.

Watch the video to see how to manage your agent's user record and email.

1. On the Salesforce Go Agentforce for Sales page, in the Manage Agent’s User Record and Email section, click **Manage**.
2. To use an existing user record for the agent, search for and select the user records and click **Verify**. To create a new user record for the agent, click **New User** from the list and fill in the details. Then click **Verify**.
    
    Agentforce sets the agent’s outreach hours to 24 hours a day, seven days a week. You can change this setting later in Agentforce Builder.
3. Click **Next**.
4. To connect an email account to the agent user record, confirm that you’ve read the terms and conditions and click **Next**.
5. Click the **Connect** button for the email provider that your agent will use.
6. Connect the email account you want the agent to use for sending outreach to prospects.