This article covers how to add a new user to your account in HappyCo.

Please note: This option is only available to users with the Administrator role.


To add a new user to your account, please follow the steps below:

  • Log into Manage and click on the Settings (cogwheel) icon in the upper right corner

  • Next, select the Users tab under Admin on the left side of the screen

  • This will bring you to the list of current Users


  • Click the New User button in the upper right corner

  • Fill out the team member's details, including Name, Email, Phone #, and Role

    • You can also add a personalized message that will be sent with their welcome email


  • Once you have finished entering the user's details, click the Create User button in the bottom right

  • An email will immediately be sent to the user to complete the set up process

  • If they don’t receive anything, check the spelling of the email and have them choose the Forgot Password link on the login screen to reset their password

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