Grant user access to Person Accounts

The procedure you follow depends on the type of Profile user interface enabled for your org:

• Enhanced Profile User Interface enabled.

  The enhanced interface provides a simplified way of managing profiles.

• Enhanced Profile User Interface disabled.

To enable or disable the Enhanced Profile User Interface:

1. Go to Setup > Users > User Management Settings.

2. Scroll down to find the Enhanced Profile User Interface toggle.

3. Set the toggle to Enabled or Disabled.

4. Exit the page - your changes are automatically applied.

If the Enhanced Profile User Interface is disabled:

1. Go to Setup > Users > Profiles.

2. On the Profiles page select the System Administrator profile name.

3. On the System Administrator profile scroll down to the Record Type Settings section.

4. For Accounts record type select Edit:

   

5. In the Selected Record Types section select Person Account in the list of Available Record Types and add it to the list of Selected Record Types.

6. Scroll down to the Business Account and Person Account Default Record Types section.

7. Ensure that:

   • Person Account Default Record Type has Person Account selected.

   • Business Account Default Record Type has a value other than Master selected, for example, None.

8. Select Save.

9. Repeat the procedure for all profiles to which you want to assign Person Accounts.

If the Enhanced Profile User Interface is enabled:

1. Go to Setup > Users > Profiles.

2. On the Profiles page select the System Administrator profile name.

3. In the Find Settings... search box enter Accounts and select Accounts from the displayed matches.

4. For Accounts select Edit:

   

5. In the Account Record Types and Page Layout Assignments section, select the Assigned Record Types checkbox for Person Account:

   

6. Select Save