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