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

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.

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.