This article covers how to update a user's property access in HappyCo.

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

To update a user's property access, 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 on the name of the user that you need to edit

  • You can use the search bar at the top to search by the user's name or email

• In the User's Details page on the right, select the Property Access tab

• Properties that the user currently has access to will have a purple checkmark in the Direct Access column or a grey checkmark in the Business Access column

  • Business Access properties cannot be unselected from this screen since the overall account has been granted access

• You can scroll to find the property name that needs to be added or removed from the user's profile

  • Depending on the number of properties, you may have to use the search bar to locate the property

• To remove a property, click the purple checkmark to switch to an empty circle

  • Please note: be sure the user has synced all data related to the property from their mobile device before removing access

• To add a property, click the circle under Direct Access to toggle on the purple checkmark

• Once you have finished making changes, click the Save button in the lower right corner

If you are unable to add properties to new users when creating them, and the search bar is not returning any results, try clearing your browser's cache and cookies. Then, navigate to the property settings, click on the property the user needs access to, and look for the 'property access' option. This should allow you to find and add the new user to the property. If you continue to experience issues, you may need to contact HappyCo support for further assistance.