We've launched the new HomeKeeper Knowledge Center! Click here for an updated guide on User Management in HomeKeeper (with a video tutorial!)
If you are a System Administrator or HomeKeeper Administrator, you can change user options, add or deactivate users, or reset a password.
CREATE a New User
1. Go to the top right of your login page and go to the GEAR icon and select Setup
2. Go to the Quick find top left of screen>enter “Users”.
3. Select the link below the Quick Find search window that states “Users”.
4. Select "Users" from the drop-down list under the "Users" section
5. Click "New User" to create a user.
6. Go to each field and fill out the information accordingly to create a new user. All fields with a Red Bar are required fields to complete on this page.
Select the following options:
- Enter First Name, email and a Username (This should be their email address)
- User Licenses = Salesforce (unless your organization is using the Platform User Licenses. )
- Profile = Select the "HomeKeeper Administrator" Profile (unless your organization has set up custom profiles or permission sets).
- Check the Marketing User check box so the to create Campaigns
7. Click Save.
Verification
- New users will receive a password email notification in their personal inbox email, ie. google, yahoo, comcast, etc.
- Go to your inbox of the specified email in order to verify.
- The email notification from Salesforce will be sent to a user as below:
- Click the button "Verify Account" to validate your Salesforce account that was newly created and also save the URL for the future.
- This email will also prompt a user to create a new password.
- Users need to make a note and remember their newly created password of their choices
Adding Multiple Users
- Multiple users created>select "Save & New"
- Fill out the appropriate fields for each user, once completing all users select "Save".
DEACTIVATE a User
Go to Setup>Users>Users.
- Find the user you want to deactivate in the list.
- Click on "Edit" next to this name.
- Then, uncheck the "Active" checkbox, and click OK when prompted.
- Then click "Save"
- The user will no longer have access to this Salesforce instance, and you can now use their Salesforce license to add a new active user.
- If you're having trouble properly deactivating users, check out this Salesforce Help Article
FREEZE a User to temporarily prevent login
You can freeze a user if you do not want them to login for a period of time. Or, after a staff change, freeze a user so they can't log in, but you can still keep their ownership of Service Files, Accounts, Contacts, etc. in the short-term. NOTE: Freezing user accounts doesn’t make their user licenses available for use in your organization. To make their user licenses available, deactivate the accounts.
1. Select the user whose account you want to Freeze
2. Once the user has been selected, click "Freeze" button
User will remain Active. You have the option to unfreeze a user.
RESET a user’s password and automatically send an email with a new password:
Go to Setup>Users>Users.
1. Check the box next to the user who needs a new password.
2. Click Reset Password.
3. Click OK.
NOTE: If you're using Microsoft Outlook, the reset password email may not work for the user. See this Salesforce Help article for tips on how to resolve the issue.
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