The Admin Center is the place where all your user creation, management and deactivations happen. By default, the Admin Center can only be accessed by Users who have been assigned the Administrator role (custom role management allows for custom roles to be created that can also access the Admin Center if needed).
Accessing the Admin Center
To access the Admin Center, select the experience switcher (9 dot box in the top left) and you will be able to see the option at the bottom of the popout.
Alternatively, you can select the settings cog icon in the top right next to your profile avatar. From here you can select the Admin Center link from the left menu.
Adding A New User
To add a new user, you have two main options.
1) Create a user through the new user button in the top right
From the window that pops out, complete the following:
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Enter the user's details: full name, short name(display name), email, phone number
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Select the user's Role
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Click Advanced Settings to write a personalized welcome message
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Click the Create User button in the lower right corner
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The role selected for the user determines their access levels and permissions within the HappyCo platform. It's important to choose the appropriate role to ensure users have the correct capabilities for their needs.
2) Create new users by using our bulk user import tool
You will need to download the CSV template and then complete the CSV with your user information. When uploading your users you can choose to assign all the uploaded users with a specific role. Note: this will grant all the users uploaded with the same role. You can choose to upload different user groups based on roles.
Assigning a role to a User
Whichever method you choose, you will need to grant a user a role initially. From here you can grant a user additional roles or remove roles by:
- Selecting the User you want to add or remove a role
- Click the role management tab
- Check or uncheck the relevant roles you want to assign or remove
Note: you can assign or remove roles in bulk and streamline user management with our Bulk Tools.
A user's role determines exactly which functions the user can perform and what features they have access to in HappyCo. For a detailed breakdown of what each role can do refer to the following:
There are 4 default roles across our HappyCo Products which are:
- Admin
- Process Manager
- Standard
- Limited
Admin
Full edit access to the entire team account, with access to all properties and billing.
Process Manager
Ideal for users who need greater editing access, and the ability to cancel inspections, work orders and projects. Inherits all permissions under the Standard role. Large companies may have many Process Managers.
Standard
Suitable for most users that work at a property. Inherits all permissions under the Limited role.
Limited
Limited to performing inspections and working on tasks. Ability to view project boards.
Granting Property Access
You can grant property access to users in bulk using our Bulk Tools. We'd recommend using the bulk tooling in cases where you need to grant access to several users.
To grant property access to a single user:
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Select the User you'd like grant property access
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Click the Property Access tab
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Click the checkmark for the properties you would like them to have access to
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You can scroll to find properties, or use the Search bar in this tab to search for a specific property.
Editing a user
To edit a user and manage their role or property access
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Click on the User you wish to update
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Click the relevant tab to for either Role Management or Property Access
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Click the Save button in the lower right corner once you've completed the necessary edits.
You also have the option to add or remove roles and property access in bulk which will save you time when needing to make the same changes across many users.