happy-property

Settings › Users is where you add users, change their roles and property access, and deactivate them.

What's changed

• Users used to be in Admin Center › Users. They're now in Settings › Users.
• New User opens a full page instead of a side panel.
• A user's page has five tabs: Details, Availability, Skills, Role Management and Property Access.
• Property access is only managed here, not on the property. Properties are grouped by region, so you can give access to a whole region at once.
• Deactivate and Unlink SSO ask you to confirm.

Permissions

You can only give users the roles you're allowed to assign. If your role has Restricted access to create Users, new users get your account's default role.

Find a user

Go to Settings › Users. The list shows each user's Name, Role, Email, Status and Last Sign-In.

The list shows active users. To see deactivated users, change the Status filter. Use Search users to find someone.

Add a user

1. Select New User.
2. Enter their Full Name, Short Name and Email. Phone is optional.
3. Choose a Role.
4. Optional: add a Personal Message. It's sent to the new user.
5. Select Create User.

If the email address already has a HappyCo account, that person is added to your account.

Import users from a CSV file

1. Select More Actions (⋮), then Download CSV Template.
2. Fill in the Email, First Name, Last Name and Phone Number columns. You can import up to 500 users at a time.
3. Select More Actions (⋮), then Import Users.
4. Choose a Role. Every imported user gets this role.
5. Choose your CSV File and select Import Users.

The results show how many users were imported, which email addresses already have a HappyCo account, and any rows that couldn't be imported.

Edit a user

Select a user to open their page.

Details

Change their Full Name, Short Name, Email or Phone, then select Save.

• If the user has access to more than one HappyCo account, a name change applies to all of them.
• You can only change their email if you're an admin of every account they belong to.

To set a temporary password, select Set Temporary Password. Enter it twice, at least 8 characters, and select Set Password. They're asked to choose a new password the next time they sign in.

Role Management

1. Tick the roles the user should have. They need at least one.
2. Select Save.

Roles you aren't allowed to assign can't be ticked.

Property Access

Properties are grouped by region. Properties without a region are under No Region.

1. In the Direct Access column, tick each property the user should access. Tick a region to give access to every property in it.
2. Select Save, then confirm.

Large changes can take a few minutes. Stay on the page until it's done.

The Business Access column shows properties that every user on your account can access. You can't change it here.

If the user's role gives access to all properties, there's nothing to set. Single-family accounts see Folder Access instead.

Availability and Skills

These tabs show if your account uses Auto-Assign.

• Availability: set Working Hours for each day. To add leave, select Add Time Off, choose Full Day(s) or Partial Day(s), and enter the dates.
• Skills: choose the skill sets the technician can handle.

Changing availability or skills can change Auto-Assign. Some work orders may be unassigned and assigned again. Select Confirm Update to go ahead.

Change several users at once

1. Tick the users you want to change.
2. Choose Add Role, Remove Role, Add Property Access or Remove Property Access.
3. Choose the role or properties, then confirm.

• Add Role and Add Property Access keep each user's existing roles and access.
• Remove Role won't run if it would leave any selected user with no role.
• Property access changes can take a few minutes. Stay on the page until they're done. If you've selected too many users, select fewer and try again.

Deactivate or activate a user

1. Open the user.
2. Select Deactivate, then confirm.

They can't access your account until you select Activate.

To disconnect a user's account from your SSO provider, select Unlink SSO and confirm.

Users managed through SCIM

If a user gets their roles from a group in your identity provider, you can't change their roles or deactivate them in HappyCo. Property access given through a group is also managed in your identity provider. Make these changes there.

Frequently asked questions