Happy Property Permissions and Default Roles

Matt Littlefair

Updated May 26, 2026 15:26

Happy Property Permissions and Default Roles

Matt Littlefair

Updated May 26, 2026 15:26

Happy Property gives every team member a role that controls what they can see and do across the platform, from running inspections to editing settings to managing other users. The four default roles (Administrator, Process Manager, Standard, and Limited) cover most setups, and admins can fine-tune any of them or build custom roles when something more specific is needed.

Roles:

Administrator — full account access, can manage every other role

Process Manager — operational lead with most editing and configuration rights

Standard — day-to-day user, can do most of the work but not configure the account

Limited — restricted user, primarily for performing assigned work and viewing what they need

Default Role and Permission Matrix

Each row in the table is a single permission, and the columns are the four default roles. A checkmark means that permission is switched on by default for that role, while an empty cell means it's off by default and would need to be turned on through a custom role or by editing the role in the Admin Center.

Administration

Permission	Admin	Process Manager	Standard	Limited	What it does
Access the Admin Center	✅				Open the Admin Center — the home for users, roles, properties, integrations, and account-wide settings. Without this, the menu is hidden.
Create and Edit Integrations	✅				Set up new connections to outside systems (like PMS integrations) and edit existing ones — including login credentials. For staff who handle integration rollouts.
View Integrations	✅				See which outside systems are connected to the account and their status, but not change them. Useful for staff who need visibility without edit rights.
Grant access to all Properties	✅				Give a user automatic access to every property on the account, including any added later. Without this, they only see properties they (or their group) have been explicitly granted.
Edit Users	✅				Invite, edit, and remove other users on the account, and change which roles or properties each user has. A foundational permission for user administration.
Restricted access to create Users	✅				Locks new users created by this user to the account's default role. Use it to stop sub-admins from giving out higher access than they have themselves.
Configure Single Sign On	✅				Set up and manage SSO for the account, including identity-provider settings and certificate refreshes. Typically only IT admins need this.
Copy Property Access	✅				Copy one property's access list (which users and groups can see it) onto others in bulk. Speeds up onboarding properties that should mirror an existing one.
Edit Property Settings	✅				Change account-wide property configuration — feature toggles, area types, regions. Different from "Edit Property Details", which edits a single property's profile.
Create and edit Custom Roles	✅				Build new roles or edit existing custom roles, including which permissions each role grants. Default roles (Administrator, Process Manager, Standard, Limited) can be overridden but not deleted.
View Properties	✅				See the full property list for the account. Without this, users only see properties they've been individually granted.
Set Property Access	✅				Grant or revoke other users' and groups' access to a specific property. Controls access for others, not your own (see "View Properties" for that).
Edit Property Details	✅				Change a single property's profile — name, address, photos, custom fields, and other metadata. Different from "Edit Property Settings", which controls account-wide configuration.
Export Property Data	✅				Export a property's data (inspections, tasks, residents, etc.) as a downloadable file. Used for migrations, offboarding, and audit trails.
Access Property Provisioning	✅				Open the property-provisioning workflow, typically used to bulk-set-up new properties from an integration feed.
Manage Webhooks	✅				Create, edit, and remove outbound webhooks — the notifications HappyCo sends to your systems when events occur (e.g., inspection completed, task updated). For dev and integration teams.
Manage Plugin Webhooks	✅				Create, edit, and remove webhooks owned by installed plugins. Distinct from regular webhooks because they're managed on behalf of a partner integration.
View Technician Profile	✅	✅	✅	✅	See another team member's technician profile — photo, contact details, specialties, and assigned properties. On by default so teams can find each other.
Edit Technician Profile	✅				Edit any team member's technician profile — photo, contact info, basic details. Typically reserved for account admins managing the roster.
Edit Technician Specialities	✅				Set or change a technician's specialties (HVAC, plumbing, electrical, etc.). Specialties drive recommended assignees on tasks, so changes affect task-routing across the account.

General

Locations

Permission	Administrator	Process Manager	Standard	Limited	What it does
View Locations	✅	✅	✅	✅	See the list of locations across the account. Locations are the spaces within a property — units, rooms, common areas, amenities. Required for any location-related workflow.
View details of a Location	✅				Open a single location to see its full record — entry notes, custom fields, inspection history, attached tasks. Without this, users still see locations through inspections or tasks but can't open the standalone detail view.
Add Locations	✅	✅			Add new locations to a property — units, rooms, amenities, common areas. Locations are the structure that inspections and tasks attach to.
Copy Locations	✅	✅			Duplicate an existing location as the starting point for a new one. Useful for properties with many similar units.
Edit Locations	✅	✅			Change a location's profile — name, type, parent location, custom fields.
Edit Location entry notes	✅	✅			Add or change the entry notes on a location — quick guidance for staff entering the unit ("key in lockbox 4321", "tenant has a large dog", "use rear entrance").
Delete Locations	✅				Permanently remove a location from the account.
Edit Location on an Inspection or Task	✅				Change which location an inspection or task is attached to.
View Property Profiles	✅	✅	✅	✅	See the Property Profile screen for a property — a roll-up of key stats, configurable metrics, and metadata like property type, region, and unit count.
View Inventory	✅	✅	✅	✅	See the Inventory section in the main navigation — items, supplies, and equipment tracked against the account.

Company & Billing

Permission	Administrator	What it does
View Company Information	✅	See the account's company profile — legal name, address, primary contact, account ID.
View Billing Information	✅	See the account's billing details — plan, payment method, invoices, billing contact. Sensitive financial information, restricted to account admins.
Update Billing Information	✅	Change the account's billing details — payment method, billing address, plan changes. Pair with "View Billing Information" — without it, there's nothing to change.

Support & Release Notes

Permission	Administrator	Process Manager	Standard	Limited	What it does
View Support Menu	✅	✅	✅	✅	Open the in-product Support menu — help articles, contact support, video walkthroughs. On for everyone because anyone might need help.
View What's New	✅				See HappyCo's Release Updates — announcements about recent product changes and the place to opt into features that are in limited release.s

Reporting & Dashboards

Permission	Administrator	Process Manager	Standard	Limited	What it does
View Happy Insights	✅				Open Happy Insights — HappyCo's analytics and reporting product. Restricted to admins by default since it surfaces account-wide data.
View Dashboards	✅	✅	✅	✅	See the account-level dashboards — high-level views of inspection and task activity across all properties.
View Property Dashboards	✅	✅	✅	✅	See the dashboards for a specific property — drilldowns showing inspection completion, task status, and activity for one location.

Regions & Area Types

Permission	Administrator	Process Manager	Standard	Limited	What it does
Create and edit Regions	✅	✅			Define regions — geographic or organizational groupings of properties used for portfolio management and reporting ("Texas Properties", "South Region", "Class A Assets").
Edit Area Types	✅				Manage the account's area types — the categories used to label locations ("Bedroom", "Kitchen", "Bathroom", "Pool", "Gym").

Inspections

Inspection Schedules & Report Workflows

Permission	Administrator	Process Manager	Standard	Limited	What it does
View Report Workflows	✅	✅	✅	✅	See the list of report workflows configured for the account — automated rules for what happens after an inspection completes (who gets notified, which report style is generated, etc.).
View details of a Report Workflow	✅	✅	✅	✅	Open a single report workflow to see how it's configured.
Create Report Workflows	✅	✅			Create a new report workflow — defining the trigger conditions, recipients, and report style.
Edit Report Workflows	✅	✅			Change the configuration of an existing report workflow (triggers, recipients, etc.).
View Inspection Schedules	✅	✅	✅	✅	See the list of inspection schedules for the account — recurring inspection rules (e.g., quarterly common-area inspection every property).
View details of an Inspection Schedule	✅	✅			Open a single inspection schedule to see its full configuration (which template, which properties, which cadence).
Create Inspection Schedules	✅	✅			Create a new recurring inspection schedule, defining cadence, template, scope, and assignee rules.
Edit Inspection Schedules	✅	✅			Change an existing inspection schedule — cadence, template, scope, or assignee rules.

Inspections — viewing, creating, performing

Permission	Administrator	Process Manager	Standard	Limited	What it does
View Inspections	✅	✅	✅	✅	See the list of inspections for properties you have access to. A foundational permission — without it, no inspections appear.
View Inspections assigned to others	✅	✅	✅	✅	See inspections assigned to other team members. Without this, only your own assigned inspections appear.
View completed Inspections	✅	✅	✅	✅	See inspections that have been finished and submitted. Without this, completed inspections drop off your view.
View details of an Inspection	✅	✅	✅	✅	Open a single inspection and see its full contents — items, ratings, photos, notes.
View assignee of Inspections	✅	✅	✅	✅	See who an inspection is assigned to. Useful for dispatching and coordinating workload.
Save photos to phone gallery	✅	✅	✅	✅	When taking photos during an inspection, also save them to your phone's camera roll. For staff who want a personal copy of their work.
Create Inspections	✅	✅	✅		Start a new inspection on demand from a template. A foundational permission for adding inspections to the system.
Create Scheduled Inspections	✅	✅	✅		Create an inspection that's scheduled for a future date, rather than starting one immediately.
Create Delegated Inspections	✅	✅	✅		Create a Delegated Inspection — one assigned to a resident or third party to complete on the property's behalf (e.g., a self-inspection by the resident).
View details of a Delegated Inspection	✅	✅	✅		See the contents of a Delegated Inspection once it's been sent out or returned.
Create Remote Inspections	✅	✅	✅	✅	Start a Remote (video) Inspection — where the inspector walks through with a resident or contractor live over video.
Copy Inspections	✅	✅			Duplicate an existing inspection as a starting point for a new one. Useful for follow-up inspections that mirror the original.
Perform Inspections	✅	✅	✅	✅	Do an inspection — record ratings, add photos, fill in items as you walk the property. Without this, inspections are read-only.
Perform Common Area Inspections	✅	✅	✅	✅	Perform inspections on common areas (lobbies, gyms, pools) rather than individual units.
Open completed Inspections	✅	✅	✅		Reopen an inspection that's already been marked complete, so it can be edited again. Without this, completed inspections are locked.
Delete Inspections	✅	✅			Permanently remove an inspection from the system.
Expire Inspections	✅	✅			Mark an in-progress inspection as expired so it no longer shows up as active work. Used when an inspection was started but won't be finished.
Use Snap Text in Inspections	✅	✅	✅	✅	Insert Snap Texts (pre-saved text snippets) into inspection notes while performing the inspection. Speeds up data entry on common findings.
Assign Inspections	✅	✅	✅	✅	Assign an inspection to a team member or reassign it to someone else.
Edit the scheduled date of Inspections	✅	✅	✅		Push out or pull in the date an inspection is scheduled for, without having to cancel and recreate.
Send Inspections to Residents to perform	✅	✅	✅	✅	Send an inspection out to a resident's email/phone so the resident can complete it themselves (used for Delegated Inspections).
Approve Resident Charges	✅				Review and approve resident charges generated by an inspection (e.g., damages found during a move-out) before they're sent to the property management system. Feature-flagged — only available to accounts where Resident Charges is enabled.

Inspections — customizing during performance

These let the user modify the structure of an inspection while performing it (without permanently changing the template).

Permission	Administrator	Process Manager	Standard	Limited	What it does
Create items in Inspections	✅	✅	✅		Add new items (checklist entries) to an inspection on the fly, without modifying the underlying template.
Delete items in Inspections	✅	✅	✅		Remove items from an inspection (only for this instance, not the template).
Edit items in Inspections	✅	✅	✅		Change item details on an inspection (name, instructions).
Move items in Inspections	✅	✅	✅		Reorder items within an inspection.
Create ratings in Inspections	✅	✅	✅		Add a new rating option to an item (e.g., adding "Needs Service" to a rating scale).
Delete ratings in Inspections	✅	✅	✅		Remove a rating option from an item.
Edit ratings in Inspections	✅	✅	✅		Change the wording or behavior of a rating on an item.
Create sections in Inspections	✅	✅	✅		Add a new section (group of items) to an inspection on the fly.
Create blank sections in Inspections	✅	✅	✅	✅	Add an empty section to an inspection (without copying from a template). Useful when extra rooms or areas need to be added mid-inspection.
Delete sections in Inspections	✅	✅	✅		Remove a section from an inspection.
Update sections in Inspections	✅	✅	✅		Change a section's contents during an inspection.
Move sections in Inspections	✅	✅	✅		Reorder sections within an inspection.
Edit section names in Inspections	✅	✅	✅	✅	Rename a section in an inspection. Useful for tagging which unit or area the section covers.
Edit name in Inspection Templates	✅	✅	✅	✅	Rename the template that this inspection was created from, directly from inside the inspection.

Inspection Reports

Permission	Administrator	Process Manager	Standard	Limited	What it does
View Inspection Reports	✅	✅	✅	✅	See the list of inspection reports generated for the account. Reports are the formatted output produced after an inspection is completed.
View details of an Inspection Report	✅	✅	✅	✅	Open a single inspection report to read its contents.
Create Inspection Reports	✅	✅	✅	✅	Generate a new report from a completed inspection.
Share Inspection Reports	✅	✅	✅		Send an inspection report to another person (by email or link).
Edit Settings in Inspection Reports	✅	✅	✅		Change the configuration of a report — which sections appear, the report style applied, watermarking, etc.
Add Signatory in Inspection Reports	✅	✅	✅	✅	Add a person who needs to sign the report (resident, contractor, supervisor).
Sign Inspection Reports	✅	✅	✅	✅	Sign an inspection report as the designated signatory.
Delete Inspection Reports	✅	✅			Permanently remove an inspection report.

Inspection Templates — basic

Permission	Administrator	Process Manager	Standard	Limited	What it does
View Inspection Templates	✅	✅	✅	✅	See the list of inspection templates available in the account.
View details of an Inspection Template	✅	✅	✅	✅	Open a single template to see its structure (sections, items, ratings).
Edit Inspection Templates	✅				A foundational permission for editing templates. Without this, the more granular template-editing permissions below have no effect.
Restricted editing of shared Inspection Templates	✅	✅			Make limited edits to shared templates — tweak item wording without restructuring.
Copy Inspection Templates From HappyCo Library	✅	✅			Import a template from HappyCo's shared template library into your account.
Create Inspection Templates	✅	✅			Build a new inspection template from scratch.
Copy Inspection Templates	✅	✅			Duplicate an existing template as the starting point for a new one.
Prefill Inspection Templates	✅	✅			Fill a template with starter content (typically from another template or from the library) without rebuilding it row by row.
Delete Inspection Templates	✅	✅			Permanently remove a template from the account.
Use Snap Text in Inspection Templates	✅	✅			Insert Snap Texts (pre-saved snippets) into templates while building them.
Edit name and description in Inspection Templates	✅	✅			Change a template's name and description text.

Inspection Templates — customizing (items, ratings, sections, outlines)

Permission	Administrator	Process Manager	Standard	What it does
Create items in Inspection Templates	✅	✅		Add new items to a template — these become permanent parts of every inspection created from that template.
Delete items in Inspection Templates	✅	✅		Remove items from a template.
Edit items in Inspection Templates	✅	✅		Change item details in a template (name, instructions).
Move items in Inspection Templates	✅	✅		Reorder items within a template.
Edit rating settings in Inspection Templates	✅	✅		Change the underlying rating logic for a template — what each rating means, how it's scored, and which actions it triggers (auto-creating tasks, etc.).
Create ratings in Inspection Templates	✅	✅		Add new rating options to a template.
Delete ratings in Inspection Templates	✅	✅		Remove rating options from a template.
Edit ratings in Inspection Templates	✅	✅		Change the wording or behavior of an existing rating in a template.
Create sections in Inspection Templates	✅	✅		Add new sections (item groups) to a template.
Delete sections in Inspection Templates	✅	✅		Remove sections from a template.
Edit sections in Inspection Templates	✅	✅		Change a section's contents in a template.
Move sections in Inspection Templates	✅	✅		Reorder sections within a template.
Create outlines in Inspection Templates	✅	✅		Add an outline (the top-level structure of which sections appear) in a template.
Delete outlines in Inspection Templates	✅	✅		Remove an outline from a template.
Edit outline name in Inspection Templates	✅	✅		Rename an outline within a template.
Edit outlines in Inspection Templates	✅	✅		Change the contents of an outline (which sections it includes and in what order).
View Live Inspection Menu	✅	✅	✅	See the "Live" menu item in the sidebar. A foundational permission for any Live Inspection functionality — without it, the entire Live area is hidden.
Schedule Live Inspections	✅	✅		Schedule a Live Inspection — a real-time video walkthrough where staff inspect a unit alongside a resident or contractor. Without this, the "Schedule Live" action is hidden in the Live menu.

Snap Texts

Permission	Administrator	Process Manager	Standard	Limited	What it does
View Snap Texts	✅	✅	✅	✅	See the Snap Text library — pre-saved text snippets used to speed up note-taking during inspections.
Create Snap Texts	✅	✅	✅		Add a new Snap Text to the library.
Delete Snap Texts	✅	✅	✅		Remove a Snap Text from the library.
Edit Snap Texts	✅	✅	✅		Change the wording of an existing Snap Text.

Inspection Report Styles

Permission	Administrator	Process Manager	Standard	Limited	What it does
View Inspection Report Styles	✅	✅	✅	✅	See the list of report styles available in the account. A report style controls how an inspection report looks (layout, branding, which fields show).
View details of an Inspection Report Style	✅	✅	✅	✅	Open a single report style to see how it's configured.
Create and Edit Report Styles	✅				Covers all report-style management today — creating, copying, deleting, renaming, and editing. The five granular permissions below are reserved for future use and currently inactive.
Create Inspection Report Styles					Reserved for future granular control over creating report styles. Currently inactive.
Copy Inspection Report Styles					Reserved for future granular control over duplicating report styles. Currently inactive.
Delete Inspection Report Styles					Reserved for future granular control over removing report styles. Currently inactive.
Rename Inspection Report Styles					Reserved for future granular control over renaming report styles. Currently inactive.
Edit Inspection Report Styles					Reserved for future granular control over editing report style configuration. Currently inactive.

Tasks

Permission	Administrator	Process Manager	Standard	Limited	What it does
Delete Tasks in Bulk	✅	✅			Allows you to select multiple tasks to delete at one time.
View Work Assignment Board	✅	✅	✅	✅	The Work Assignment Board is a visual layout of tasks, including assignments and scheduling. It’s used for dispatching and load-balancing across your team.
View and edit Task settings	✅				View and change categories, default priorities, status workflows, and other task settings.
View Tasks assigned to you	✅	✅	✅	✅	Required for viewing your own tasks.
View Tasks assigned to others	✅	✅	✅	✅	View tasks assigned to other team members. Useful for supervisors, dispatchers, and anyone coordinating a team.
View completed Tasks	✅	✅	✅	✅	View tasks that have been marked complete. Without this, you’ll only see open tasks.
Add comments to Tasks	✅	✅	✅	✅	Used to log notes, communicate with the team, and capture context that doesn't fit in the structured fields.
Add photos and files to Tasks	✅	✅	✅	✅	Attach photos or files to tasks, such as before/after photos, receipts, or supporting documentation.
Add SMS activity to Tasks	✅	✅			Record SMS conversations with residents directly on a task, so message history is captured alongside the work.
Change linked stage on Tasks	✅	✅	✅		Move project tasks between project stages (e.g., Inspection → Quote → Work → Done).
Change assignee on Tasks	✅	✅	✅		Assign a task to a team member or reassign it to someone else.
Remove photos and files from Tasks	✅	✅	✅		Delete photos or files attached to tasks.
Edit category on Tasks	✅	✅	✅		Add or change the work category on tasks (Plumbing, HVAC, Carpentry, etc.). Categories drive routing, reporting, and recommended specialists.
Edit description on Tasks	✅	✅	✅		Change the description text of a task.
Edit due date on Tasks	✅	✅	✅		Change the date by which a work needs to be completed.
Edit scheduled date on Tasks	✅	✅	✅		Change when the work on a task is planned to happen.
Edit location on Tasks	✅	✅	✅		Change the property or unit a task is associated with.
Edit status on Tasks	✅	✅	✅		Change a task's status — Open, In Progress, Completed, etc.
Edit priority on Tasks	✅	✅	✅		Change a task's priority (Low, Medium, High, Urgent). Priority affects sort order and alerting.
Edit type on Tasks	✅	✅	✅		Change a task's type (e.g. maintenance request, work order, or turn task). Type affects which fields and workflows apply.
Edit Permission to Enter on Tasks	✅	✅	✅		Record whether a resident has given standing permission for staff to enter their unit. Helps maintenance teams know if they can access the unit without further coordination.
Reopen completed Tasks	✅	✅	✅		Move a task back from completed to open.
Create new Tasks	✅	✅	✅		Create new tasks. A foundational permission for adding work to the system.
Use start/stop Task Timer	✅	✅	✅		Log travel time and work time on a task using the in-app timer. Used for tracking labor and billing.
Message resident about a Task	✅	✅	✅		Send a message (SMS or in-app) to the associated resident of tasks. Used for confirming access, asking questions, and sharing updates.
Can notify Reporting Residents of Task completion	✅	✅	✅		When a task was reported by a resident, lets the user trigger a notification to the resident when it's completed. Useful for closing the loop on resident-reported issues.
Remove items requiring attention notices from Tasks	✅	✅	✅		Clear flags on a task that mark it as needing attention (overdue, blocked, missing info). Once cleared, the task no longer appears in alert lists.
View Resident information	✅	✅	✅	✅	See resident-related information attached to tasks (name, contact details, lease info). Required for any task workflow that involves communicating with residents.

Projects

Boards & Project Templates

Permission	Administrator	Process Manager	Standard	Limited	What it does
View Boards and Project Templates	✅	✅	✅	✅	See the list of project boards and project templates in the account. Boards organize how projects flow through stages; templates are pre-built project structures the team starts new projects from.
View, add and edit Boards and Project Templates	✅				Create new project boards and templates, and edit existing ones — defining the stages, default task lists, and assignment rules.
Delete Boards and Project Templates	✅				Permanently remove a board or project template from the account.

Projects

Permission	Administrator	Process Manager	Standard	Limited	What it does
View Projects assigned to you	✅	✅	✅	✅	See projects assigned to you. A foundational permission for project work.
View Projects assigned to others	✅	✅	✅	✅	See projects assigned to other team members, not just your own. Useful for supervisors, dispatchers, and anyone coordinating a team.
View completed Projects	✅	✅	✅	✅	See projects that have been marked complete. Without this, finished projects drop off your view.
View Project attributes from Integrations	✅	✅	✅		See project attributes that come from external integrations (PMS systems, accounting platforms). Without this, integration-sourced fields are hidden from view.
Create Projects	✅	✅	✅		Start a new project from scratch or from a template. A foundational permission for adding projects.
Edit assignee on Projects	✅	✅	✅		Assign a project to a team member or reassign it to someone else.
Change Project dates	✅	✅	✅		Change a project's start date, due date, or scheduled date.
Put Projects On-Hold	✅	✅	✅		Pause a project — keeps it visible but flags it as on-hold so it doesn't progress in reporting or workflows.
Edit notes on Projects	✅	✅	✅		Change the notes field on a project.
Edit priority on Projects	✅	✅	✅		Change a project's priority. Priority affects sort order and alerting.
Create Tasks in Projects	✅	✅	✅		Add new tasks to a project. Without this, projects can only contain tasks that came from the template.
Cancel Projects	✅	✅			Cancel a project — terminates it without marking it complete. Used when work was started but won't be finished.

Vendors

Permission	Administrator	Process Manager	Standard	Limited	What it does
View Vendors	✅	✅	✅	✅	See the list of vendors in the account — outside contractors, service providers, and suppliers you work with. A foundational permission for the Vendors module.
Create and edit Vendors	✅	✅	✅		Add new vendors to the account and edit existing vendor records (contact info, service categories, insurance details, etc.).

Document Management

Permission	Administrator	Process Manager	Standard	Limited	What it does
Create and edit Documents	✅	✅	✅		Upload, edit, and delete documents in the account — files like lease addenda, photo libraries, vendor agreements, or any other supporting paperwork attached to properties.

Incidents

Permission	Administrator	Process Manager	Standard	Limited	What it does
View Incidents	✅	✅	✅	✅	See the list of incidents recorded across properties you have access to. Incidents are notable events that need to be tracked — accidents, safety issues, lease violations, complaints. A foundational permission for the Incidents module.
Create Incidents	✅	✅	✅	✅	Log a new incident — capture what happened, where, when, who was involved, and any photos or documentation.
Edit Incidents	✅	✅	✅	✅	Change the details of an existing incident — update the description, add follow-up notes, attach more documentation.
Complete Incidents	✅	✅	✅	✅	Mark an incident as fully resolved, and reopen a previously completed one if needed. Drives the incident lifecycle from "For Review" through to "Complete".
Delete Incidents	✅	✅	✅	✅	Permanently remove an incident from the record.

Incident Types

Permission	Administrator	Process Manager	Standard	Limited	What it does
View Incident Types	✅	✅	✅	✅	See the list of incident types configured for the account. Types are the categories incidents get classified as ("Slip and Fall", "Lease Violation", "Property Damage", etc.).
Create Incident Types	✅	✅			Add a new incident type to the account's classification system. Types drive how incidents are reported on and routed.
Edit Incident Types	✅	✅			Change an existing incident type's name or settings.
Delete Incident Types	✅	✅			Remove an incident type from the classification system. Doesn't delete incidents that already use that type — just stops it being assignable to new ones.

Call Management

Permission	Administrator	Process Manager	Standard	Limited	What it does
View Call Management	✅	✅	✅	✅	Open the Call Management module — see the main interface, including messages, schedules, and call activity for properties you have access to. A foundational permission for using the product.
View Call Management On-Call Schedule	✅	✅	✅	✅	See who's on call for each property and when — the rotation that determines who answers after-hours calls.
Manage Call Management On-Call Schedule	✅	✅			Edit the on-call rotation — add or remove team members, change shifts, or update which properties they cover.
Assignable to Call Management On-Call Schedule	✅	✅	✅	✅	Be placed on the on-call rotation. Without this, you can't be assigned to take after-hours calls.
View Call Management Messages	✅	✅	✅	✅	See calls, texts, and voicemails captured by Call Management.
Archive Call Management Messages	✅	✅			Archive a message — removes it from the active inbox without deleting it. Useful for clearing handled items while keeping the record.
Delete Call Management Messages	✅	✅			Permanently delete a message from the record.
View Call Management Settings	✅	✅			See Call Management's configuration screens — number routing, business hours, voicemail settings, and integration toggles.
Manage Call Management Community settings	✅	✅			Change property-level Call Management settings — how this specific community routes calls, what hours they keep, which staff get notified.
Manage Call Management Users Settings	✅	✅			Manage team members' Call Management settings — phone numbers, notification preferences, and per-user call permissions.
Edit Call Management Answering Service	✅	✅			Configure the answering service that picks up calls when no one's available — the message played, the routing rules, and which staff get pinged.
Edit Call Management Resident Alert	✅	✅			Configure the resident alert — the message a resident hears or sees when they call in (e.g., "press 1 for maintenance, press 2 for leasing").
Manage Call Management Community Broadcasts	✅	✅			Send broadcast messages to residents across a property (elevator outages, water shutoffs, etc.), delivered through Call Management's messaging channels.
Manage Call Management Special Announcement	✅	✅			Set up a special announcement that plays at the start of every call — typically used for holiday hours, emergency alerts, or temporary office closures.

Integration

User-facing

Permission	Administrator	Process Manager	Standard	Limited	What it does
View Locations from Integrations	✅	✅	✅		See location data that originates from external integrations (PMS systems, etc.). Without this, integration-sourced locations are filtered out of your view.

Plugin Administration

These are user-facing permissions for managing plugins at the account level — for staff who set up and maintain integrations.

Permission	Administrator	What it does
View Plugin Marketplace	✅	Open the Plugin Marketplace — the in-product directory of plugins available from HappyCo and third-party partners.
Manage Partner Plugins	✅	Install, configure, and uninstall partner plugins on the account.
View Plugin Subscriptions	✅	See which plugins the account is currently subscribed to, along with their status and billing details.
View, request and configure Plugin Subscriptions	✅	Manage plugin subscriptions end-to-end — request access to new plugins, configure existing ones, and cancel subscriptions.

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Happy Property Permissions and Default Roles

Roles:

Default Role and Permission Matrix

Administration

General

Locations

Company & Billing

Support & Release Notes

Reporting & Dashboards

Regions & Area Types

Inspections

Inspection Schedules & Report Workflows

Inspections — viewing, creating, performing

Inspections — customizing during performance

Inspection Reports

Inspection Templates — basic

Inspection Templates — customizing (items, ratings, sections, outlines)

Snap Texts

Inspection Report Styles

Tasks

Projects

Boards & Project Templates

Projects

Vendors

Document Management

Incidents

Incidents

Incident Types

Call Management

Integration

User-facing

Plugin Administration

Further Reading