Adding users

From the left navigation menu, select Administration, then select Users.

This will display a list of current users in your company's Heropa instance. 

Select Add from the top navigation to add additional users.  

There are 3 ways to add new users to the Heropa platform. 

1. Invite users via email

2. Create a single user

3. Import a list of users in bulk

Note: If your Heropa tenancy has been configured to not collect email addresses, users can still be invited via email. When they activate their account, their email address is deleted. 

1. Invite users via email

Individual users can be invited via email. If invited via this method, they will receive an email containing a link to Heropa, where they can create their own password.

1. In the Create new user modal, in the Select creation type field, select Invite users.
2. Enter the Email address of the user.
3. Select the Company the user belongs to. The Manager field is optional.
4. Select Add to add more users via this method.
5. If you know what Groups the user should be part of, move the groups from Available groups to User groups.
6. If you know what Courses the user should have visibility of, move the courses from Available courses to User courses.
7. When all users have been added, select Create.

Should invited users not receive their email to register an account, locate the user in the Users List page, and use the Copy invite URL row action to share and allow them to complete their registration.

2. Create a single user

This provides the capability to create a single, fully functional user in Heropa, including the creation of their password within the platform. Creating a single user can be used to create test user accounts.

1. In the Create new user modal, in the Select creation type field, select Single user.
2. Choose whether to Notify user to create password themselves, or create + confirm a password for them. Passwords must be a minimum of 8 characters, and use a combination of upper and lowercase characters and numbers. 
3. Enter the user's First Name and Last Name.
4. Enter the Email address of the user. 
5. Select the Company the user belongs to. The Manager field is optional.
6. If you know what Groups the user should be part of, move the groups from Available groups to User groups.
7. Select Create.

3. Import a list of users in bulk

A set of users can be created in bulk by importing a file that conforms to a specific template that is uploaded into Heropa. Again, this creates fully functional users with pre-defined default passwords (contained in the file that is uploaded).

1. In the Create new user modal, in the Select creation type field, select Import from file.
2. Ensure the file being uploaded conforms to the sample template, then Select file to upload it.
3. Email users login details: This toggle provides the option to send a generic email to users containing their details to log in. If you wish to provide these details to users from outside Heropa, set this to OFF. This field will be visible if your Heropa tenancy has been configured to collect email addresses for users.
4. Require password reset on login: This toggle provides the option to request a user reset their password when first logging into Heropa. If you expect the user to need to log into Heropa multiple times, set this to ON. This field will be visible if your Heropa tenancy has been configured to collect email addresses for users.
5. Select the Company the users belong to. 
6. If you know what Groups the user should be part of, move the groups from Available groups to User groups.
7. If you know what Courses the user should have visibility of, move the courses from Available courses to User courses.
8. Select Create.