Adding Users and their permissions

Adding Users and their permissions

Adding a New User

Please keep in mind that you will not be charged for users, so add as many as you need. For your DSP's protection and data integrity, we do not recommend sharing users. Each user can have their own unique login.

STEP 1: Start by clicking your name at the top right corner and navigating to Company Settings. Then Click on the "Users" tab on the left.


this will bring up all the current users. Then, Use the action menu (3 horizontal dots) on the header row to add a user.


After clicking the Add user, you will add the user's information. Use the toggles to determine where they will receive notifications and what they are allowed to access on their account. In order to restrict access to the categories under "Permissions," "Has Full Admin Access" must first be toggled "off." This option will be on by default.



Click Create at the bottom, and you are finished. Please ensure you enter their email correctly, and then they will be sent an email with a temporary password. They should receive it after a few moments and should check their spam/junk folders too. The email will come from support@herasolutions.app. 


Edit an Existing User and Resend a Temp Password

To the right of each User, you have the option to Mark as Owner, Edit User, Email password reset link, or Deactivate User.

If the user is no longer with your company, you can easily delete them from the same action menu. This is another reason to make sure you create separate users for every person on your team the uses Hera. There won't be any password-changing headaches if someone leaves the company; you can easily deactivate the user.


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