4) ImBlaze user management

ImBlaze Salesforce Admin Set Up > STEP 4

Creating an ImBlaze User 

To create an ImBlaze User via Salesforce follow the steps below. 

1. Go to Contacts.

2. Click New

3. Fill Required details in fields such as:

• Firstname

• Lastname

• Account Name

• School Name

• Email

• ImBlaze contact type 

4. Click Save.

Activate Customer User

Utilize the quick action within the ImBlaze Contact Layout Activate/Deactivate User, to provision the user account. This action will automatically create the corresponding User record, assign the permission set that matches the ImBlaze Contact Type, and also assign the appropriate profile based on whether the school is regional or non-regional.  The user will also receive a Welcome email with instructions to set the ImBlaze password. 

1. Click on Activate/Deactivate User button.

2. Click Next

Note - In case you want to deactivate the Customer User then follow the below steps - 

Deactivate Customer User

1. Click on  Activate/Deactivate User button.

2. Click Next.

3. Once deactivated, the user account is set as Inactive and the user will not be able to login to ImBlaze.