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Roles for Hera Users

Hera now makes it easier to keep your company details, team roles, and billing contacts accurate in one place.

These updates help your team clearly assign key responsibilities, keep billing emails going to the right people, and support new features that rely on up-to-date account information.

What changed

Company Details now includes more account information

In Company Settings > Company Details, you can now manage:

  • Payroll Provider

  • Owner

  • Users Receiving Billing Emails

This gives your team one place to review who owns the account, which payroll provider your company uses, and who should receive Hera billing communications.

New user roles in the Users page

In Company Settings > Users, there is now a Roles column.

This column shows the roles assigned to each user as labeled chips. Depending on the user, you may see roles such as:

  • Owner

  • Dispatcher

  • HR Manager

  • Billing Contact

Admins can assign or unassign roles directly from this page.

How it works

  • Each assigned role appears as a chip next to the user

  • Roles can be removed directly from the user row

  • Available roles can be added from the Add dropdown

  • The account owner is clearly labeled with an Owner chip

This makes it easier to see who handles dispatching, HR responsibilities, and billing communication.

New reminder for admins after login

To help customers prepare for upcoming Hera features, users with full admin access may see a pop-up after logging in asking them to confirm a few account details.

The pop-up asks admins to review or set:

  • Users who are dispatchers

  • Users who are HR managers

  • Users who should receive Hera billing emails

  • Your payroll provider

Admins can choose:

  • Checked & confirmed to save the information once all fields have been completed

  • I’ll do this later to close the pop-up for now

If the information is not confirmed, the pop-up may appear again the next time a full admin logs in.

Billing email updates

Hera's billing emails are now sent to:

  • The Owner

  • Any users assigned the Billing Contact role

This helps ensure invoices and billing-related messages reach the right people without depending on a single email address field.

Best practices

We recommend reviewing these settings as soon as possible and making sure:

  • Your Owner is correct

  • Your Payroll Provider is selected

  • Your Dispatchers and HR Managers are assigned

  • Everyone who should receive billing emails has the Billing Contact role

Keeping this information up to date will help your team get the most out of Hera as new features are released.

More functionality will be added to this feature in the future.

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