As the administrator of an enterprise account, you can manage users across your organization and all child organizations from a single interface.
Creating a New User
To create a new user, follow these steps:
1. Navigate to:
• SHARE → My Organization → Users
2. Click “New User Request.”
3. Fill out the required fields:
• First Name – User’s first name.
• Last Name – User’s last name.
• Email – User’s unique email address (each user must have a distinct email).
• Organization – Select the appropriate organization from the dropdown.
• If you need to create a new child organization, please contact our Support Team.
• User Profile – Select the access level:
• Community → Access to SHARE
• Community Plus → Access to SHARE and LEARN
• Premium → Access to SHARE, LEARN and COACH
• COACH User ID – If the user requires access to COACH, enter their Salesforce User ID.
• Role – Assign the appropriate role(s) to the user.
4. Click “Submit” to create the user.
• By default, new users are activated upon creation.
• They will receive an activation email once their account is ready.
Editing an Existing User
To update a user’s information:
1. Navigate to:
• SHARE → My Organization → Users
2. Find the user in the list (use filters to search by name, email, or organization).
3. Click “Edit” on the user row.
4. Update the desired fields
Note: Email and Organization cannot be changed, as they are read-only.
5. Click “Submit” to save changes.
Activating a User
To activate a user:
1. Navigate to:
• SHARE → My Organization → Users
2. Locate the user in the list (filters can help refine your search).
3. Click “Activate” on the user row.
4. The user will receive an activation email.
Deactivating a User
To deactivate a user:
1. Navigate to:
• SHARE → My Organization → Users
2. Locate the user in the list (filters can help refine your search).
3. Click “Deactivate” on the user row.