✍️ Note: Only users with the role of Owner (the legal representative) or Admin can invite, modify, or delete other users.
As soon as you create your HERO Business Account, you can invite other users to join your workspace. The actions a user can perform depend on the role you assign to them.
Adding a User
1. Invite a User via Email
When you invite a new user to join your space, they receive an email from HERO containing an invitation link. To access your space, the invited user must click on the link and create a HERO account by setting up a password. This account will enable them to access your space using their own credentials.
Steps to add a new user to your space:
Go to the User Management tab on the left side of your dashboard.
Click the + Invite a member button at the top of your screen.
Enter the new user's details: first name, last name, email, and phone number. The phone number is essential for securing future logins (via two-factor authentication or 2FA).
Assign a role to the new user and click the validation button (see the roles and permissions section below for details).
Optional: For the "Collaborator" role, you can assign more granular permissions, such as access to specific accounts only, or whether they can create HERO cards and/or make transfers.
Click Send Invitation to trigger the email invitation.
2. Resend an Invitation Email
If the invitation email is lost in the user's inbox or they haven't had the chance to review it, you can resend the invitation at any time from your dashboard.
Steps to resend an invitation email:
Go to the User Management tab on the left side of your dashboard.
Locate the row corresponding to the invited user.
Click the Resend Invitation button located between the user's role and the "Edit" link.
The user will receive a new invitation email to join your space.
Roles and Permissions Overview
You can assign a specific role to each user you invite to your space. Each role corresponds to a set of permissions defining what the user can or cannot do in your space.
1. Owner
The owner is the legal representative of the company and has full access to all functionalities.
Their account cannot be modified or deleted by anyone else.
They can also add new members.
2. Admin
Administrators have full access to all functionalities and can modify the information of other members as well as add new members.
3. Collaborator
Collaborators have limited access to functionalities, restricted to what is necessary to perform their tasks.
The Collaborator role allows for more granular permissions, such as access to specific accounts only, or enabling/disabling the ability to create HERO cards and/or make transfers.
Changing a User's Role
Changing a user’s role can be done at any time by users with an Owner or Admin role.
Steps to change an existing user’s role:
Go to the User Management tab on the left side of your dashboard.
Locate the row corresponding to the user whose role you want to change.
Click Edit (on the right).
Choose the new role in the panel on the right.
The role change is applied automatically.
✍️ Note: If you are changing a role from Admin to Collaborator, make sure to check/uncheck permissions further down (e.g., access to specific Business accounts, permissions to create cards/make transfers, etc.).
Removing/Deactivating a User
An inactive user will no longer have access to any features unless their status is reactivated later.
✍️ Note: If necessary, remember to deactivate or freeze the HERO cards assigned to the deactivated user.
Steps to deactivate a user in your space:
Go to the User Management tab on the left side of your dashboard.
Locate the row corresponding to the user.
Click on the "Edit" link.
Uncheck the toggle in the Status row.
