Quick-Start Guide
Welcome to Hera!
We're really excited to have you here!
Check out this Quick-Start Guide to get yourself ready for easier DSP management!
Note: Do NOT import performance data until you've completed the first four steps below!
Step 1: Login and pick an admin password
We'll send you an email with a temporary password, and when you first log in, you'll be asked to change it. The first account you create will be an admin account... you can add additional users later.
Need us to re-send your temporary password? Just click the chat button in the bottom-right corner and let us know!
Step 2: Import your Associates
To use Hera, you'll need to enter all of your Associates. No need to add staff one by one, simply upload them from a spreadsheet file.
Get our import template, add your staff, save it as a CSV file, and then upload it to Hera. Read the full article about importing staff →
After you have filled out the template, come back to Hera. Then, in the Associate Management tab, select Associate List, then using the top action menu on the right, select Import Associates. You will select the CSV file you just made for importing.
It is extremely important that you do not edit any of the column headers or delete any columns. Please enter the information in the columns exactly as you see in the column header.Step 3: Import your vehicles
Next up are all the vehicles your Associates use. You can assign them to Associates, roster them, track maintenance, and generally keep everything vehicle-related in one central place.
Again, grab the import template, add your vehicles to it, save it as a CSV file, and then upload it to Hera. Read the full article about importing vehicles →
After you have filled out the template, come back to Hera. Then, in the Vehicle Management tab, select Vehicle List, then using the top action menu on the right, select Import Vehicles. You will select the CSV file you just made for importing.
It is extremely important that you do not edit any of the column headers or delete any columns. Please enter the information in the columns exactly as you see in the column header.Step 4: 📱 Import your devices / "Rabbits" / cell phones
Okay, we're almost there! By importing your DSP's devices, you can assign them to Associates and roster them, helping you know which device is where at all times.
We've got another import template for you, so you'll add your devices, save it as a CSV file, and import it into Hera. Read the full article about importing devices →
When you have completed the template, come back into Hera. Then, click your name, then Manage Devices. Then, click on Import Devices.
Step 5: ⚙️ Edit your company settings
Let's make sure Hera is properly configured for your company. As you've seen above, you can find Company Settings under the user menu in the top-right.
Step 6: 🎉 Let's get started with some performance data!
Brilliant, Hera's ready to start tracking your staff performance over time... now you can click on "Import" on the top right of your screen, then select to upload daily or weekly performance data.
You're welcome to import them back to the beginning of 2020, and don't forget to upload your new reports every week!
💬 Need any help?
We got you. Just click on the chat button in the bottom-right of any page.
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