Overview

Admin Center is an account management application that empowers account administrators to create and manage users, access, permissions, roles, and integrations with external vendors and data centers. Additionally, Admin Center allows administrators to manage SCIM, Single Sign-On (SSO), billing, and more.

Key Concepts

• Custom Role Management: Empowers Admin and User Manager roles to manage roles and their associated permissions in an "a la carte" style, edit permissions for existing roles, and manage role names and descriptions.
• Integration Management: Enables users to select a supported Property Management System (PMS) and enter specific credential information required for authorization between the PMS and HappyCo.
• SCIM Provisioning: Allows for centralized user management through Okta, enabling administrators to efficiently manage all HappyCo users from a single platform.

Requirements

• Admin Center Access: Your HappyCo account must have Administrator privileges.
• SCIM Provisioning: Requires access to your Organization's Okta Admin Panel.

Steps

Accessing Admin Center

1. Log in to the Manage web interface as an Administrator.
2. Click the gear icon in the upper right corner to access the Settings page.
3. Select Admin Center from the left side pane menu.

Creating and Managing Custom Roles

Note: Review and test the permissions assigned to each role to ensure they align with intended access levels. Changes to roles take effect immediately on the user’s next page refresh. 

To create a new custom role:

1. In Admin Center, click Roles from the left side pane menu.
2. Click the New Role button in the upper right corner of the interface.
3. Choose a default role or an existing custom role to use as a basis for the new role.
4. Enter a name for the new role.
5. Select the specific permissions you would like to grant from the list.
6. Click Add Role in the bottom right when finished.

To duplicate an existing role:

1. Navigate to the main Roles interface.
2. Click the overflow menu (vertical three dot icon) on the far right of the role you wish to copy.
3. Select the duplicate option.

Configuring and Updating PMS Integrations

To configure a new integration:

1. In Admin Center, select Integrations from the left side pane menu.
2. Click the New Integration button in the top right of the screen.
3. Select the desired PMS.
4. Enter the necessary credential information specific to that PMS.
5. Click Add Integration to validate the connection (or click Cancel to abort).
   • Note: The system will validate the credentials. If any fields contain invalid or incomplete information, a pop-up notification will indicate the process was unsuccessful.

To update an existing integration:

1. Navigate to the Integrations section in Admin Center.
2. Click on the existing integration you want to modify.
3. Add the new details needed and save the changes. The updated configuration will take effect immediately.

Enabling SCIM Provisioning via Okta

1. Go to your Okta Admin Console.
2. Navigate to Applications → Applications. Select the HappyCo app instance you want to provision
3. Go to the General tab. In the provisioning section, check Enable SCIM provisioning (wording may vary slightly) and save.
4. Go to Provisioning, and click Configure API Integration (or similar).
5. Check Enable API Integration.
6. Enter the SCIM settings provided by HappyCo:
   • SCIM connector base URL (SCIM endpoint)
   • Authorization method (commonly Bearer Token)
   • Token / API key (if required)
7. Click Test API Credentials. Confirm the test succeeds, then save.
8. Under Provisioning → To App, enable what you intend to use:
   • Create Users
   • Update User Attributes
   • Deactivate Users (optional; only if you want Okta deactivation to disable access in HappyCo)
9. Go to Provisioning → To App → Attribute Mappings (or Mappings) and ensure required fields map correctly (typically email/username, first name, last name, and any required unique identifier fields) and save.
10. Go to Assignments and assign a test user (or a test group) to the HappyCo app.
11. Validate end-to-end
    • Trigger provisioning (assign/unassign or update a user attribute).
    • Verify in HappyCo that the user is created/updated/deactivated as expected.
    • If anything fails, check provisioning errors on the app instance.

Exceptions / Edge Cases

• Cross-Organization Role Sharing: Roles created with Custom Role Management are specific to the organization or account within which they are created. They cannot be shared or transferred to other organizations or accounts.

Troubleshooting

• Problem: Experiencing integration challenges or data transfer failures between HappyCo and a PMS.
• Cause: Invalid credentials, incorrect configuration settings, or missing required fields preventing synchronization.
• Resolution: 1. Identify the specific point of failure in the data transfer process. 
  2. Check configuration settings in both platforms. 
  3. Verify that required fields are not preventing data synchronization. 
  4. Consult with the software providers to understand potential configuration adjustments. 
  5. If issues persist, please reach out to our Support team.

FAQs

Which Property Management Systems (PMS) are currently supported for integration?

HappyCo currently supports integrations with Appfolio, Entrata, MRI, RealPage, Rent Manager, Resman, and Yardi as of June 2026.

What information is required to use the User Bulk Upload feature?

You need to upload a CSV file containing the email, first name, last name, and phone number for each user you want to add.

Can I share my custom roles with another HappyCo account?

No. Custom roles are specific to the organization or account where they were created and cannot be transferred to other accounts.

What happens if I enter the wrong credentials during PMS integration setup?

The system includes a validation process. If your credentials are invalid or incomplete, a pop-up notification will alert you that the connection attempt was unsuccessful.