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.

Was this article helpful?
0 out of 0 found this helpful