Overview

Before HappyCo can enable the new Call Management feature for your account, existing Call Complete users must complete a few required setup steps. These steps ensure your current Call Complete team is properly aligned with your Admin Center users, roles, and permissions.

If you are not currently using Call Complete, you can skip this article, as these prerequisites do not apply to you.

Requirements

To successfully complete this setup, ensure the following conditions are met for your users:

• Access Type: Each user must be assigned either Business Access or Property Access. They cannot have both.
• Phone Numbers: Users must have a valid phone number listed in their profile.
• Property Selection: Users must have at least one property selected in order to receive on-call schedules.

Steps

1. Review your Call Complete team

1. Open Call Complete and navigate to Profiles.
2. Note all active users, paying special attention to those who are part of your on-call rotation.
3. Document each user’s name, email, and phone number to use as a reference for the next steps.

2. Verify users in the Admin Center

1. Navigate to Admin Center > Work > Users.
2. Compare the users from your Call Complete reference list with the users currently in the Admin Center.
3. If anyone is missing, add them as a new user.
4. For each user, confirm that their phone number is correct and that their access type and roles align with their actual responsibilities.

3. Validate roles and permissions

1. Navigate to Admin Center > Work > Roles.
2. Scroll to the bottom of the page to locate the new Call Management permissions (e.g., Manage Call Management, View Call Schedule, Manage Call Management Special Announcement).
3. Review which roles (Admins, Property Managers, Standard Users, Limited Users, etc.) should have access to these features.
4. Check or uncheck permissions to align with how your team will use Call Management. (Tip: Have an internal discussion to confirm access levels before finalizing.)

4. Confirm on-call user details

1. Navigate to Admin Center > Users.
2. Review the profile of each on-call user.
3. Confirm their phone number is entered correctly.
4. Ensure they have the correct property or business access, and verify that at least one property is selected so they can receive on-call schedules.

5. Request activation

1. Once all users, roles, and permissions are validated, send an email to support@happy.co.
2. Include a list of the specific properties you want Call Management enabled for.
3. The HappyCo team will handle the final activation.