Learn how to manage users employment details, memos, attachments, hourly internal cost rates and more.
Contents
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User type
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Profile information
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Change password
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Roles
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Employment details
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User's internal hourly cost
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Memos
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Attachments
Description
As admin, you can add information on a user profile, change a user's password and set the user's internal hourly own cost.
Permissions: Admin
User type
Selecting a user type for the user helps you categorise your own employees and freelancers. In this section, you can select the user type from two options:
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User
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Freelancer
Profile information
To the Profile information section, you can add the following user details:
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Company
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First name
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Last name (Surname)
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Email address
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Phone number
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Title
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Bank account number
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User's position in the company
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User's supervisor
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User's ID number in your company's financial management software
Change password
Password can be changed for a user either by resetting the password via email or by manually defining a new password. Both functions are available on the user card.
NOTE! If the user has activated two-factor authentication, these functions are not available. Instead, the user must change their password using the functionality found on the login page.
Settings > User Management > Users > (Selected user)
To reset a new password via email
- Select Actions > Reset Password. The user will receive an automatic email about the password change.
To manually define a password
- This does not require the user's old password, simply entering the new password into the two fields is sufficient.
Roles
In the Roles section, you can add permission groups and teams to a user, which will determine what permissions the user will have in Heeros PSA.
Employment details
In the employment information section, details about the user's contract are filled in, including employment start and end date, hour balance start date, work day length and user price per hour.
User's internal hourly cost
An employee's personal internal price for own work. Every time a user logs in hours results in an expense (logged hours x internal hourly own cost). This enables the tracking and management of the project margin and the profitability of a project.
Memos
Memos can be added to a user card in the Memo tab. To create a memo, click Add New. When the memo is done, click Save.
Attachments
You can add attachment files to a user card as well. To add a file as an attachment, click the Choose a file section on the right-hand side and you'll get to choose the file you'd like to attach. When a user opens the Attachments tab, they'll see the name of the file, name of the sender, and the size of the file.