This article covers how to change which user is listed as the Property Manager for an individual property in Manage.
Please note: The Property Manager can only be updated by HappyCo account administrators, or users that are currently listed as a Property Manager or Assistant Property Manager for the specific property in question.
To update the Property Manager, follow these steps:
Once you have logged into Manage and selected your property, click on theCall Completeicon on the left side underApps
Then select theProfilestab to view the Onsite Team
Click theManage+button to the right of theOnsite Teamtitle
At the top of theWho is on your Onsite Team?list will be the current Property Manager
Click on theUpdatebutton on the right side
Once theUpdate Property Managerbox opens, click on the name of the Property Manager to open the list of available users
Please note: A user will only appear on this list if their profile in Call Complete currently has an assigned Role
Users with their Role listed as Other, will not appear on this list
Select the name of the new Property Manager and click on the blueUpdatebutton
Once finished, click theXon the upper right side to exit this screen
Troubleshooting Access Issues
If you are unable to access the Call Complete feature in HappyCo, even though the system shows you as an active Property Manager, try logging out, clearing your browser's cache and cookies, and then logging back in. This may resolve the issue by refreshing your access permissions within the platform.
If you are unable to access and manage profiles for your property in the HappyCo platform using your manager email address, it is likely because your account has been assigned a different role. You can continue to use your personal email address to access and manage profiles, but you will lose the property manager role if you switch to using your manager email address. To resolve this issue, you can update the property manager role to your manager email address, but keep in mind that you will no longer be able to access and manage profiles using your personal email address.
Updating Property Manager and Assistant Property Manager Roles
If you are unable to change a user's role from 'Property Manager' to 'Assistant Property Manager' in HappyCo's Call Complete product, the 'Property Manager' role is likely greyed out and cannot be directly updated. To resolve this, the current Property Manager or an Admin user can update the Property Manager role through the 'Manage +' option under the Call Complete tab. Assistant Manager roles can also be added to allow other users to assist with user management, but they cannot create new users.
Terminology Clarification
Within the context of the Call Complete application, the terms "Community Manager" and "Property Manager" are used interchangeably.