This article helps Inspections admins understand some frequently-asked questions around changing team members' info, passwords and more.

How can I reset my password?

Through the mobile app:

  • Enter your email address into the login screen

  • Click the Continue button

  • Tap the Forgot Password button

  • Check your email (junk folders, too) for a message from

  • Follow the instructions in the email and you're all set

Through the homepage:

  • Head to and click Sign In in the upper right-hand corner

  • Once in Happy Manage, click your initial in the far upper right corner

  • Select Edit Profile

  • Your profile details will show up, and you can change your password

  • Click the Save button and you're all set!

How do I edit my team members' details?

To change team member information...

  • First, click on the Settings icon in the upper right of your screen

  • This should default you to the Users page. If not, select Users under Admin on the left side of the screen.

  • In User Details you can edit name, short name, and phone number information

How do I update team members' passwords?

  • Click on the Settings icon in the upper right of your screen

  • Once you are on the Users page, click on the name of the user whose password you would like to change

  • In the User Details view, click the Set Password button to set a temporary password 

  • This way, an email will automatically be sent to the user allowing them to choose their own new password

Here's more information if you need it.

How do I add new users?

  • Head to the Settings tab by clicking on the Settings icon in the upper right of your screen

  • Once on the Users page, click on the blue New User button at the top right

  • Fill out the details for the new user and click Create User

  • You're all set! An email will be sent to the new user

P.S. If you're using Inspections from one of our older plan types, this may affect your pricing. If you're not sure if this applies, please submit a request.

How do I change the roles of my team members?

Want to change what a user can and cannot do in the app?

  • Log in to Happy Manage from our homepage,

  • Click on the Settings tab

  • Click on the user whose role you want to adjust

  • Select the Role Management tab

  • Click the circle next to the role you wish to assign to the user

  • Select the Save button before exiting the screen

I'm the Inspections admin at my company, what are folders?

Folders are a way of managing your units or properties in Inspections. If you're in multifamily, a folder will usually be one of your communities and underneath your folder will be listed your community's units.

If you're in single family property management, your folders will be portfolios of properties under management, maybe based on Property Manager or regions.

As the admin you can customize your team's access to your account by managing the folders they work out of.

How do I manage access to my properties?

First, a little context: under the default setting, everyone in the company has access to properties. But, Happy Manage is the right place to change that! Simply log in and follow these steps:

  • Head to the Settings tab

  • Select Properties under the Portfolio section on the left side

  • Select the property you wish to edit and then select Property Access

  • You have the option to select All Users or Selected Users

  • Once Selected Users is active, click the checkmark circle next to each user's name that needs access to the property

  • Click Save before exiting the screen

One thing to keep in mind: if a team member's property access is revoked while they still have an inspection in progress that has been uploaded off their device, they may receive some warnings in their mobile app. If this happens, grant them temporary access until all the data is uploaded. Then, the property can be removed again.

How do I change the name of my properties?

Not a problem! Log into Happy Manage from our homepage,

  • Head to the Settings tab

  • Select Properties under the Portfolio section on the left side

  • Click on the property whose name you want to change

  • In the Property Details overview, click on the Property Name box to edit the name

  • Click Save before exiting this view

  • You're all set with a new name!


Further reading: Complete Guide to Inspections for Inspectors - iOS

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