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Adding a New User in Rethink

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This article provides steps on how to properly set up a new user in Rethink. Ensure that all three steps are followed in order to allow a user to access to Rethink components. 

Step 1: Create a New User

Go to Setup > UsersUsers and click the New User button.

Tip: Add multiple users at once by clicking the Add Multiple Users button. Ensure that you give your new users unique usernames and select the Generate new password and notify the user immediately checkbox on the bottom of the page.

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On the New User setup page, at a minimum, complete the required fields described below.

  • First NameLast Name - enter first and last name of the user
  • Username - must be in email format, but does not have to be a valid email address
  • Email - enter a valid email address for the user
  • User License - select either Salesforce (administrator user) or Salesforce Platform (user)
  • Profile - select System AdministratorRethink Advanced, or Rethink Standard User
         To learn more about user profiles, refer to this article

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  • Next, set the Locale Settings for the individual user. This is crucial to ensure language, measurement units, and currency are in the appropriate form.

  • Click Save.

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Step 2: Enable Permission Set(s)

When you add a new user, you will need to add the Rethink Features Permission Set to allow access to certain functionality and future Rethink updates.

1. In the user profile, go to the Permission Set Assignments section, then click Edit Assignments.

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2. Select Rethink Features and Rethink Advanced Features and move them to the Enabled Permission Sets column.

If your organization uses Rethink Intelligence and Einstein Activity Capture features, then enable those permission sets as well.

3. Click Save.

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Step 3: Assign the Rethink License

You will now need to assign the Rethink managed package license to your new user(s). 

  1. Scroll down to Managed Packages.
  2. Click Assign Licenses.
  3. Select the checkbox next to REthink CRE.
  4. Click Add.

After saving your changes, you will be redirected to the user's profile page.

Note: If REthink CRE is not listed, this indicates all of your allotted Rethink licenses are in-use. Please contact your Relationship Manager or Rethink Support to purchase additional licenses. Otherwise, if you recently deactivated a user, ensure that the REthink CRE license has been removed from their account to free up the license by following these steps.

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Congratulations, you have added a new Rethink user!

 

Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about adding a new user. 

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