happy-property

Settings › Properties is where you add properties, edit their details, group them into regions and manage their products. It has three tabs: Properties, Regions and Provisioning.

What's changed

• Properties, Regions and Admin Center's property page are now tabs on one page.
• You can no longer change who has access to a property from the property. Do it in Settings › Users. The property's Access tab shows who has access.
• You can change the type, asset class or region of several properties at once.

Permissions

You only see the tabs and actions your role allows. Nothing has changed in moving to the new Settings surface.

Properties tab

The list shows each property's Type, Asset Class and Region. Use Search properties, or select Filter to filter by region, type or asset class.

Change several properties at once

1. Tick the properties you want to change.
2. Choose Change Type, Change Asset Class or Assign Region.
3. Choose the new value and select Update.
4. Confirm the change.

A property's page

Select a property to open it. It has these tabs, depending on your account and permissions:

On the Details, Products, Provisioning, Contacts and Happy Force tabs, make your changes and select Save

See who has access

The Access tab lists everyone who can access the property, and how:

• Direct access: given to that user in Users.
• Via role — access to all properties: their role gives access to every property.
• Via a group name: given through a group in your identity provider.

If it says All users have access, everyone on your account can access the property. To change access, select Manage in Users.

Export property data

Open the property's actions menu and select Export Property Data. Properties with more than 1,000 inspections can't be exported.

Regions tab

Regions group properties so you can filter, sort and report on them. The list shows each region's number of properties, and when it was created and last renamed.

Create a region

1. On the Regions tab, select New Region.
2. Enter a Name, up to 100 characters.
3. Under Properties, choose the properties in the region. A property can only be in one region, so choosing it moves it from its current region.
4. Select Create Region.

Edit or delete a region

• To rename a region or change its properties, open its row menu and select Edit. For a region with many properties, use Assign Region on the Properties tab.
• To delete a region, open its row menu and select Delete. Its properties move to No region. This can't be undone.

Provisioning tab

The Provisioning tab lists property orders with their Unit Count, Status and Active Since date. A new property shows as Scheduled until it's active.

Add a property

1. On the Provisioning tab, select New Property.
2. Select PMS: choose the property management system integration the property syncs from. If it isn't in a PMS, select Continue without integration.
3. Select Property: choose the property from your PMS.
4. Property Details: enter the name, legal name, address, unit quantity, property type, region and property manager, and the billing code, billing email and Billing Activation Date. The activation date must be within 30 days of today.
5. Products: choose the products for the property.
6. Select Create Property.

The property manager list only shows users with a phone number on their profile.

Deactivate a property or cancel an order

Open the property's actions menu, on its row in the Provisioning tab or at the top of its page:

• Deactivate: choose the date to deactivate it. Reports for the property can't be opened after that date.
• Update Deactivation or Cancel Deactivation: change or cancel a deactivation that's already scheduled.
• Deactivate Now: deactivate it today.
• Cancel Order: cancel a new property before it's activated. A canceled order can't be recovered.

Single-family accounts

Single-family accounts see Folders instead of Properties. It lists each folder and how many properties it holds. A folder's page has Details, Access, Properties and Activity tabs.

Frequently asked questions