User Management

Heeler's User tab in the Settings menu allows you to manage your users and their associated roles.

We recommend configuring User Management with an Identity Provider to simplify Heeler User Management with Just-in-Time user provisioning and Group Management. For integration with Identity Providers using SAML see SAML / Single Sign-On

Adding New Users

  1. Go to the User menu under Settings

  2. Click Invite User

  3. Enter the required fields: Email, First Name, Last Name

  4. Select whether the user should be a tenant admin. Admins will have access to the Settings menu and make configuration changes.

  5. Click Invite User

Once invited, the user is sent a system email to complete their sign-in by setting a password. The sign-in invitation is valid for 24 hours.

Resetting User Password

You can reset a user's password by going to the edit menu for a user. In the case of a sign-in which was not performed within 24, a password reset can be used to re-trigger the setup.

  1. Go to the User menu under Settings

  2. Find the user who's password should be reset.

  3. Click the action menu and select Edit User

  1. Enabled the Send Reset Password Email and click Save User

Editing Users

Administrators are able to edit a users email and name.

  1. Go to the User menu under Settings

  2. Find the user who's password should be reset.

  3. Click the action menu and select Edit User

Deleting Users

  1. Go to the User menu under Settings

  2. Find the user who's password should be reset.

  3. Click the action menu and select Delete User

Disabling Users

  1. Go to the User menu under Settings

  2. Find the user who's password should be reset.

  3. Click the action menu and select Disable User

MFA Support

Heeler supports enabling MFA with One-Time Password (OTP) tools such as google authenticator. It is recommended to both leverage MFA for local Heeler users and integrate with an IDP for advanced user security.

  1. Click the user profile in the top right.

  2. Select Profile

  3. Select Two-factor Authentication button and use your company's OTP tool of choice.

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