You will need to log into your Navatar system using the Admin login
Step 1. Log in to the Admin Account
Step 2. Navigate to Setup:
Click on the gear icon located at the top-right corner, then select "Setup" from the dropdown menu.
Step 3. Go to Users:
In the “Quick Find” box on the left, search and click on "Users".
Step 4. Add a New User:
Click on the "New User" button to start the process of creating a new user.
Step 5. Enter User Details:
Fill in the required below mentioned user details:
First Name
Last Name
Email
Username: Will be generated automatically.
User License: Select the “Salesforce Platform” License.
Note: If the “Salesforce Platform” license does not appear in the list, please contact the Operations team at [email protected] to request additional licenses.
Profile:
Select "PE Standard User" for the Navatar PE product.
Select "M&A Standard User" for the Navatar M&A product.
Select “Corp M&A Standard User” for the Navatar Corp Development product.
Time zone.
Step 6. Scroll down on the page and check the “Generate new password and notify user immediately” check box under Approver setting section.
Note: The welcome email you’ll receive to setup the password will expire in 24 hours.
Step 7. Save the New User:
Once you have entered all the required information, click on the "Save" button to create the new user.
Step 8. Add into Navatar Package
Search for "Installed Packages" in the quick find box. Locate the Navatar Package ( PE or M&A) and click on Manage Licenses.
Click on “Add Users” button under the Licensed Users section
Select the newly created user from the list and click on ‘Add’.