This article covers how to add a user to your Onsite Team for Call Complete.

In order for a user to be added to the Onsite Team for Call Complete, they must first have access to the property in HappyCo. This can be done in Settings by an account administrator in Manage. These instructions can be found in this article.

Once a user has access to a property, an admin or property manager can then add them to the Call Complete Onsite Team.

To do so, follow the steps below:

• First, log into HappyCo Manage here

• Then select your property in the Select Property drop down menu in the upper left corner

• After a property is selected, click on the Call Complete icon on the left side under Apps

• Then select the Profiles tab to view the Onsite Team

• Click the Manage+ button to the right of the Onsite Team title

• This will take you to a list of all HappyCo users that currently have access to this property

• Toggle the check mark circle on the right side to add the user to the Onsite Team

• Once finished, click the X on the upper right side to exit this screen

After the user has been added, you will need to assign their Role and add their phone number to their Call Complete profile.

• To do so, click on their name in the Onsite Team list

• This will display their Call Complete profile on the right

• Select the drop down box next to Role and select the appropriate option

• Enter their phone number into the Mobile Number field

• Finally, click the blue Save button in the lower right corner

Adding a User Without a HappyCo Profile

• If a team member does not have a HappyCo user profile, they can still be added directly to the Onsite Team

  • This will not create a HappyCo profile, the user will only exist on the Onsite Team

  • This can only be done by the user marked as the Property Manager
    

• Once in the Call Complete tab in Manage, select the Profiles tab to view the Onsite Team

• Click the Manage+ button to the right of the Onsite Team title

• This will take you to a list of all HappyCo users that currently have access to this property

• At the bottom click on the + Add Team Member button

• A window will pop up where you can enter the user's information

• Once the information has been added, select the Add button

• After the user has been added, you will need to assign their Role

• To do so, click on their name in the Onsite Team list

• This will display their Call Complete profile on the right

• Select the drop down box next to Role and select the appropriate option

• Finally, click the blue Save button in the lower right corner

Adding a Courtesy Officer

To add a courtesy officer for on-site noise disturbances:

• Navigate to the 'Onsite Team' section
• Add a new user profile
• Select the 'courtesy officer' role
• Enter the necessary details for the courtesy officer

This will allow the courtesy officer to be included in your call log for any on-site noise disturbances.

Granting Technicians Access to the HappyCo Platform

To grant your technicians access to the HappyCo platform, you can add new or edit existing team members to your On-Site Team. As the property manager, you can access the team management tools within the HappyCo platform to add new users or update the information for existing users. This will ensure your technicians have the necessary access to perform their duties within the HappyCo system.

If your Service Manager and Service tech have limited access to the HappyCo mobile device, preventing them from fully utilizing the process to close out work orders, you will need to have your company's Account Admin update their user roles from limited to standard. This will grant them the necessary permissions to close out work orders and fully utilize the HappyCo platform. Contact your Account Admin to make this change.

Setting Up On-Call Staff and Accessing Call Complete

To set up on-call staff and access the Call Complete feature:

• Log into the HappyCo system
• Select your property from the dropdown menu
• Navigate to the Call Complete tab
• Click the "Let's Go!" button to start the setup wizard
• Follow the wizard's instructions to add your on-call staff members

If you continue to experience issues, you may need to contact an authorized admin for further assistance.

Troubleshooting: Unable to see messages during a call

If you are unable to see messages during a call on the Happyco platform, it is likely because you have not been added to the Onsite team for Call Complete. To resolve this issue, you will need to reach out to your account administrator and request to be added to the Onsite team. Additionally, you may need to request an update to your user status from a limited user to a full user in order to access the necessary features.

Troubleshooting: Unable to Access Call Complete

If you are unable to access the Call Complete feature due to missing setup options or functions, please ensure that you are logging in with the correct email address. A common issue is a typo in the email address. Once you have successfully logged in with the correct email, you should be able to access and complete the Call Complete process.