What is the new Call Management? Learn More

Before HappyCo enables Call Management for your account, there are a few quick steps to complete.

If you’re an existing Call Complete user, these steps are required.
If you’re not currently using Call Complete, you can skip this article — these pre-requisites don’t apply to you.

We’ll start by reviewing your users in Call Complete, then walk through role-based permissions in the Admin Center, and finally confirm user details to make sure everything is set up correctly.

🎥 Video Walkthrough

Step-by-step Walkthrough

⚙️ 1. Verify Admin Center Users

Your Admin Center setup must be up-to-date and aligned with your current Call Complete team.

1. Review your Call Complete team

   • Open Call Complete and note all active users — especially those who are part of your on-call rotation.

   • The easiest way to do this is to go to Profiles, review each user’s name, email, and phone number, and take a screenshot or document the list to save for reference.

   • You’ll use this list to cross-check users in the Admin Center next.

2. Cross-check users in the Admin Center

   • Go to Admin Center → Work → Users.

   • Compare the users from your Call Complete list with those in the Admin Center.

   • If someone is missing, add them as a new user.

3. Validate user details

   • For each user, confirm:

     • ✅ Phone number is listed and correct

     • ✅ Access type: Each user should have Business Access or Property Access (not both)

     • ✅ Role and permissions align with their responsibilities — especially for anyone receiving on-call notifications

🔐 2. Validate Roles & Permissions

Within the Admin Center, review and update role-based permissions related to Call Management.

1. Navigate to Admin Center → Work → Roles.

2. Scroll to the bottom to view the new Call Management permissions.
   These include (but aren’t limited to):

   • Manage Call Management

   • View Call Schedule

   • Manage Call Management Special Announcement
     (There are approximately 13 new permissions related to Call Management. You can learn more here.)

3. Review which roles (Admin, Property Manager, Standard User, Limited User, etc.) have these permissions enabled.

4. Decide which roles should have access:

   • Admins: Typically have all permissions.

   • Standard or Limited Users: Usually have reduced permissions.

5. To remove a permission, simply uncheck it.

6. Repeat this process for each role to make sure your access setup aligns with how your team will use Call Management.

💡 Tip: Before finalizing, it’s a good idea to have a quick internal discussion to confirm which roles should have access to each new Call Management feature.

👥 3. Validate User Details

Once roles are set up, review each user’s profile to confirm they’re ready for on-call scheduling.

1. Go to Admin Center → Users.

2. For each on-call user:

   • Confirm their phone number is entered correctly.

   • Ensure they have the right property or business access (only one type is required).

3. Each user must have at least one property selected in order to receive on-call schedules.

🚀 4. Let Us Know When You’re Ready

Once you’ve validated your users and permissions:

• Send us a quick message letting us know what properties you want this enabled for at support@happy.co

• We’ll handle the rest — it takes less than 30 seconds to enable Call Management! ⚡

💬 Need help? No problem — our team is happy to walk you through the setup or double-check your configuration.

✅ Quick Recap

• Verify that all on-call team members in Call Complete exist in the Admin Center

• Check that each user has a valid phone number and the correct access type

• Review and confirm Call Management permissions by role

• Notify HappyCo when you’re ready to activate Call Management