Access Admin Center from Happy Asset:

• From any screen in Happy Asset, in the upper right section of the screen, click the cog icon to the right of the bell icon.
• This will redirect you to Admin Center
• Next on the left-hand side of the screen click Roles (which opens below Users)
• From here you can follow the below instructions on how to create new roles

Using existing roles:

You can assign a user role by clicking on the user > Role Management.

Here you will see the list of default roles for Happy Asset:

• Administrator
  • Abilities:
    • Access the Admin Center
      • Create new roles
      • Assign permissions to roles
    • All remaining Happy Asset permissions
• Process Manager
  • Abilities: 
    
    • All remaining Happy Asset permissions
• Standard
  • Abilities
    
    • All remaining Happy Asset permissions
• Limited
  • Abilities
    • No Happy Asset permissions

Happy Asset default custom roles:

• Capital Project Manager
  • Abilities:
    • View & Edit Capital Projects
    • View & Edit Fixed Assets
• Unit Renovation Manager
  • Abilities:
    • View & Edit Unit Renovations
    • View & Edit Units
• Budgets Manager
  • View & Edit Budgets + Proforma 
  • Edit Chart of Accounts
• Procurement Manager
  • Edit & Approve/Void Invoices
  • Edit & Approve/Void Purchase Orders
• Reporting Viewer:
  • View Data and Insights

You can view the details of the Happy Asset permissions that apply to each role by clicking Roles > Administrator > scrolling to the bottom.

Below is the list of actions that can be enabled/disabled by permissions.

Creating a new role:

If you would like to build your own roles or customize our standard roles, that can be done using the following process:

Option 1

• Click the New Role button in the top right corner of the page
• Select a new role from the list of roles (roles are a template of permissions that can be changed)
• Type a name for the role
• Type a description for the role
• Select which permissions you would like the role to have
• To create the role, click the Add Role button

Option 2

• On any existing role, click the three vertical dots icon to the right of the role

• Type a new name for the role
• Type a new description for the role
• Select which permissions you would like the role to have
• To create the role, click the Add Role button