System Accounts

This article outlines what a system account is and how to create one.

What is a system account?

The System Account is the window to the Happeo API. An API key is connected to the System Account, which can perform actions in the platform. The System Account does not consume a seat, so no additional costs are involved (aside from API access).

A System Account acts like a standard user in Happeo. For instance, you can use a System Account to add Admin rights to access user seating or to provide posting permissions to Channels.

To use the System Account, you must give it the appropriate access to a Channel with posting rights to perform the automation. 

The option to create a System Account is part of the API add-on. This add-on only becomes available after we’ve activated the API for your environment, which comes at an additional cost. You can reach out to your CSM for more information.

How to create a system account

As an Admin, to create a System Account you can:

1. Navigate to the Admin Settings (by clicking your avatar and selecting Admin Settings)
2. Click User Management
3. Click System Accounts
4. Select Create new System Account
5. Type the name of your new System Account
6. Select the user role
   1. Normal
   2. Admin
7. Click Create System Account

Troubleshooting

I can’t see the System Account tab in User Management

This may be because creating a System Account is unavailable for your current package. Please reach out to your CSM for further assistance. 

I can’t retrieve a list of Channels from Happeo’s public API

If you're facing an issue where the Happeo public API isn't providing a list of Channels, follow these troubleshooting steps:

1. Identify the cause: The lack of a list of Channels from the Happeo public API might be due to the System Account not being a member of any Channels. In such cases, the “get channel list API” won't yield results
2. Solution: To rectify this situation and address the issue, proceed as follows:
   1. Add System Account to Channels: Ensure that the System Account is added as a member to the relevant Channel(s). This step ensures the API can access and retrieve the required Channel information
   2. API key verification: Log into Happeo and check the status of the API key. Ensure that the key has yet to be revoked or deleted. If the API key has been deleted, please note that it cannot be recovered. In this case, you'll need to generate a new API key

By following these steps, you can resolve the problem of not receiving a list of Channels from Happeo's public API.

I can’t retrieve Channel members from Happeo’s public API

If you're unable to retrieve Channel members through Happeo's public API, take the following steps to resolve the issue:

1. API key verification: Begin by logging into Happeo and checking the current status of the API key you're using. Ensuring the key hasn't been revoked or deleted is crucial. Please note that the API key cannot be reinstated if revoked or deleted. In such cases, you'll need to generate a new API key
2. Channel ID Verification: Double-check the accuracy of the Channel ID used in your API request. Confirm that it corresponds to the intended Channel you're attempting to retrieve members from. Incorrect Channel ID use could lead to incomplete or inaccurate information being fetched

By following these steps, you should be able to address the issue of not obtaining a list of Channel members when utilizing Happeo's public API.

I can’t post as another user using Happeo’s public API

1. Check the membership of the System Account in the Channel. If the System Account is not a member of any channels, it won't have the necessary access to create a post
2. Verify that the System Account has the required posting permissions on the Channel. Ensure the System Account is designated as an Editor in the Channel Settings
3. Log into Happeo and verify the status of the API key. Make sure that it has not been revoked or deleted. If the API key has been revoked or deleted, it cannot be recovered, and you will need to create a new key
4. Confirm that the Channel ID used in the API request matches the intended Channel. An incorrect Channel ID can prevent posting on the desired Channel
5. Check the System Account's permission to post on behalf of the user. Ensure that the System Account has the authorization to post content on behalf of the target user
6. Verify that the User ID specified in the API request matches the user the System Account posts on behalf of. You can use the Happeo API Get One User request (https://developers.happeo.com/reference/getuser) to retrieve the correct user ID