Your FI’s Salesforce Administrator can license and create users and assign them to profiles. The profile assigned to a user determines what tasks can be performed. A Salesforce Administrator has a standard Salesforce license.
The Salesforce Administrator profile is the only profile assigned when your BAO instance is initially set up. All other profiles are assigned by the Salesforce Administrator.
Note
The Salesforce Administrator can create other Salesforce Administrators, but BAO recommends limiting the number of Salesforce Administrators to one or two to ensure system integrity and prevent unintended changes.
To create a new BAO user:
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Log into CL Originate as a Salesforce Administrator.
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Select the gear icon (
), then select Setup.
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Access the Users page by searching or by navigating to it.
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Select New User.
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Fill in the information fields for the user.
Table 1. User information fields
Required field name
Expected value
Last Name
Last name of user
Alias
Alternate name, such as a DBA
Email
Email address to use for communications and TFA
Username
User-selected identifier
Nickname
Display name for users in online communities
Role
Job role. The available roles depend on which user license is selected.
User License
Salesforce license assigned
Profile
Settings and permissions. The available profiles depend on which user license is selected.
Email Encoding
Email encoding standard to use. Most popular are UTF-8 and ISO-8859-1. Default is Unicode (UTF-8)
Time Zone
Time zone preference. Default is PST.
Locale
Language and country preference. Default is English (United States)
Language
Language preference. Default is English.
Receive Approval Request Emails
Conditions for when user will receive approval emails. Default is Only if I am an approver
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Select Save.