How to add a new user in goHappy

• From the Dashboard follow these steps:
  • Click the Settings Wheel at the top right of the page      
  • Select the Users tile
  • Click Create New User
  • Enter First name, Last name, Email, and select the Account Role
    • Admins have access to everything
    • Managers will need Permissions granted for Contact Types
  • Click Create User
• Note: If the role is Manager, you will need to follow these additional steps:
  • In the Permissions section, find the Contact Type the manager needs access to. Most often this is your Employees.
  • Click Add
  • A modal will appear.  In the first dropdown, select the HRIS field you want to filter by (e.g., Location Number, Community Name, Job Title, Area Name).

  • Leave “is any of” selected if choosing one or more values.

  • In the final dropdown, select the specific values that match your audience.(e.g., #345432, New Haven, General Manager, Area 3)

  • Click OK on the modal and then Create user

Permissions Modal

A user with that email address already exists

Sometimes Users are deleted, but their email address is actually a shared email that the next hired Manager will use, like a quick service location GM or a Senior Living Executive Director.  In these circumstances if you try to create their user account again then you'll see the above error message.

To bring back the User accounts that have been deleted, click on the "Add Existing User" button

Search for the previous account using the name or email address.  Then assign an access role, which most likely will be Manager. Finish by clicking Add User.