This article covers Team Member Roles and how to update them for users in HappyCo.

Please note: Managing user roles is only available to users with the Administrator role. 


Keep in Mind:

  • Depending on your account, the user roles available may vary

  • If you use a channel partner integration, your workflow may be slightly different

    • Please reach out your partner's support team for clarification


What Are Roles?

Every user is assigned a Role when their account is created. These roles determine exactly which functions the user is able to perform. Certain functions such as removing data, and editing the account are restricted to Administrators and Process Managers.

There are currently 4 main Roles, and depending on your plan you may have access to 2.

  • Admin - has the highest level of capability. This includes the ability to manage company information, billing and users. They can also manage templates, reports and other operations related items.

  • Process Manager - has the ability to manage company operations with templates, inspections and reports.

  • Standard - can perform inspections and share reports.

  • Limited - can perform inspections and generate reports, but do not possess the ability to customize or share them.




Updating a User's Role

  • In the User's Details page on the right, select the Role Management tab


  • Click the circle to the right of the role a user should be assigned so there is a purple checkmark

    • Be sure to uncheck the previously assigned role

  • Click the Save button in the lower right corner

  • Once you've updated a user's role, ensure that the team member refreshes their Inspections app and permissions

    • To refresh their app, they can select Sync Permissions in the app's Settings

    • They can also click, hold, and swipe down on their list of folders, units, and inspections

Was this article helpful?
0 out of 0 found this helpful