Admin Settings

  1. Happeo
  2. Getting started
  3. Getting started for administrators
Table of contents

This article outlines all the sections within your Admin Settings and how to utilize them to their fullest potential.

What is it?

With Happeo's Admin Settings, you have the ability to tailor your environment to your preferences while also having control over the management of Users, Groups, Pages, Channels, and more.

General

General includes your basic settings, such as:

  • Organization name
  • Description
  • Happeo setup
    • Home page – Where users will land when opening Happeo. Either to My Stream as Social network or to the primary page as a traditional intranet. You can learn more here
    • Normal mode / Kiosk mode

You can also read Happeo’s Terms of Service in the Terms of Service tab. These include:

  • Terms of Service
  • Data Processing Amendment (Included in Terms of Service)
  • Sub-processor list
  • AI terms
  • Terms of Use
  • Ability to subscribe to receive communications for Happeo updates

Billing

The Billing section provides an overview of your billing information and allows you to make any necessary edits. The specific information displayed in this tab will depend on whether or not you have a reseller. The following information pertains to the self-serve process rather than utilizing a reseller.

  • Contact information
    • Name
    • Phone number
    • Email address
  • Company information
    • Company legal name
    • VAT number
  • Billing contact person
    • Billing contact person
    • Email
    • Phone number
  • Billing address
    • Street address
    • Street address 2nd line
    • Country
    • Zip / Postal code
    • City
    • (optional) State

User Management

The User Management section enables you to allocate which users are being pulled into your Happeo environment and which users receive seats and permissions. 

For more information, please see our User Management article.

Group Management

Group Management enables you to manage your Google and Entra ID Groups. This section provides you with an overview of:

  • Group names
  • Group emails
  • Last updated status
  • Group member count
  • Inclusion of all users in Groups
  • Visibility in search

By clicking the three dots next to a Group, you can:

  • Hide the Group from Search
  • Edit the Group in Google Workspace or Azure
  • Update the Group from the directory

By clicking the Visible in Search button at the top-left corner of the page, you can choose to:

  • Include all Groups in Search
  • Remove all Groups from Search

Clicking either of these options will trigger a confirmation notification.

For more information, please see this article.

Page Groups

In the Page Groups section, you can manage Pages within your Happeo environment. 

Visible pages

In the Visible tab, you can view the:

  • Page Group names
  • Page Group Owners
  • Page Group sharing settings

By clicking the three dots next to a Page Group:

Archived pages

In the Archived tab, you can view the:

  • Archived Page Group names
  • Page Group Owners
  • Page Group sharing settings

When you click the three dots next to an archived Page Group, you can:

  • Edit the Page Group
  • Unarchive / restore the Page Group

Channels

In the Channels section, you can manage Channels within your Happeo environment. 

Export a list of Channels

You can export a list of all the Channels within your environment when you click Export at the top right corner of the page. The export includes:

  • Channel names
  • Channel Owners
  • Number of Channel Participants
  • Channel statuses
    • Active
    • Archived
    • Stale
  • Channel visibilities
    • Open
    • Ask to join
    • Restricted

Visible Channels

In the Visible tab, you can find all Channels visible to users within your environment (to whom depends on the visibility settings). This section provides an overview of:

  • Active Channels’ names
  • Active Channels’ Owners
  • Number of participants in Active Channels
  • Active Channels’ visibility
    • Open
    • Ask to join
    • Restricted

By clicking the three dots next to a Channel, you can:

Note: Primary Channels cannot be archived. You must set another Channel as a Primary Channel to archive it.

Archived Channels

The Archived section shows you all the Channels that have been archived. This section provides an overview of:

  • The archived Channel names
  • The archived Channel Owners
  • The number of archived Channel participants
  • The archived Channel visibility
    • Open
    • Ask to join
    • Restricted

By clicking the three dots next to a Channel, you can:

People Directory

Here, you can customize the attributes and filters shown in User Profiles. 

By toggling the options, you can customize whether or not a certain attribute or filter is shown in Users’ Profiles.

Attributes

  • First name
  • Last name
  • Email
  • Birthday
  • Company
  • Department
  • Title
  • Cost center
  • Location
  • Manager
  • Organization name
  • Phone number
  • Skills

You can also reorder the organization in which the attributes are displayed in a User Profile by clicking Reorder at the top right corner of the page and dragging the attributes up or down.

Note: Toggling off Email only toggles off the primary email address from the visible attributes in a User Profile. Secondary emails, however, are controlled on the Google side. To toggle off secondary email addresses, please see the link below.

Here is a link from Google’s support page.

Filters

These include filtering options that can be utilized in the People Directory and Search.

  • Cost center
  • Location
  • Title
  • Department

Settings

  • Visibility of unseated users – When this toggle is enabled, unseated users will be visible in search results and your people directory
  • Allow users to upload their own profile pictures – When this toggle is enabled, users can upload their own profile picture overriding any profile image set in Google, Microsoft or Okta

Branding

The branding section enables you to customize your Happeo to your liking. The branding options include:

  • Colors and logos
  • Custom URL 
  • Login Page
  • Email Branding
  • Fonts
  • Styles
  • Custom Emojis
  • Mobile App

Please see this article for further information.

Search

In the Search section, you'll find all the Connectors that are eligible to appear in your Happeo Search Predictions. These Connectors encompass a wide range of categories, such as Channels, Posts (including Articles and Announcements), Pages, People, Launcher, Sites, Hashtags, Integrations, and Federated Search Connectors.

For more information, please see this article.

Apps

The App Marketplace is an excellent resource for creating and installing additional apps and widgets that are not initially included in Happeo. This allows all Happeo users to benefit from a broad range of apps that are tailored to meet their specific needs.

For more information, you can see this article.

You can find articles regarding the apps you can install here.

Lifecycle Management

Lifecycle Management is a critical aspect of managing content in Happeo. Its primary objective is to ensure that stale content is either automatically archived or reviewed by Owners. This process helps keep the information within the platform up-to-date and eliminates unnecessary content that is no longer in use or being actively updated.

For more information, please see this article. 

Integrations

The Integrations section gives you an overview of all the available integrations within Happeo. By simply clicking on the toggles, you can easily enable or disable the integrations as needed. Once enabled, you can finalize the integration process by following the provided instructions.

For more information on these integrations, please refer to our dedicated Integrations section in the Help Center by clicking here.

Launcher

The Launcher is your business application catalog – it's the little rocket icon at the top right corner of the header. It's a place where you can mark your own favorite applications and find and launch the applications when needed.

To learn more about the Launcher, please see this article.

To learn how to manage the launcher as an Admin, please see this article.

Advanced Control

The Advanced Control section includes the following:

  • IP address whitelist
  • Privacy policy & user feedback
  • Single sign-on settings
  • Email sending
  • Session management
  • Domain verification
  • Google Integration

IP address whitelist

IP whitelisting is a security feature that enables platform Administrators to control and limit access to a Happeo environment. For example, an Admin can enable access to their environment from specific IP addresses, limiting the locations from where users are able to access the environment. 

For more information about how to whitelist an IP address, please refer to this article.

Privacy policy and user feedback

A custom privacy policy refers to an additional policy that a platform Administrator can add on top of Happeo's standard privacy policy. For instance, your organization may wish to present additional policies that users must accept before accessing your environment. This feature allows you to present and enforce any such policies.

In this section, you can also enable or disable end-user feedback. For more information, please see this article.

For more information about how to create your custom privacy policy, please see this article.

Single sign-on settings

Happeo only supports single-sign-on (SSO), an important cloud security technology that reduces all user application logins to one login. With SSO, users can already login with their workplace credentials. This offers greater protection from unauthorized users accessing sensitive company data while allowing full convenience to employees.

For more information about how to set up single sign-on using SAML, please refer to this article.

Email sending

We send emails for a variety of reasons: to keep employees up to date, to invite people to Channels, to inform Admins of actions they should take as well as to invite outsiders to join. By toggling off the setting in the email sending tab, you can disable all emails from Happeo if you have legal reasons to do so.

Note: Disabling email sending is an Advanced Control Add On and must be purchased separately. Please contact your CSM for more information.

Session management

A session refers to a period of time that a user is logged into the Happeo app, either on the web or on mobile. 

A new session occurs when a user logs into the web app or opens the mobile app.

For more information about how to manage sessions, please see this article. 

Domain verification

Here, you can add and verify your domain. 

To add a domain:

  1. Click Add domain
  2. Type your domain name

Once the TXT record has been made, make sure to log in to your DNS provider account and add a new TXT record for the domain you're verifying with the value provided.

Note: The company domain that you enter must be the domain of the email addresses that will be synced to Happeo.

Google Integration

As a Google organization, if you do not want Happeo to store client secrets on the server side, you can toggle the Implicit OAuth2 option. Please note that toggling this option will require you to re-authenticate the Google Integration that you’ve enabled.

For information about how Happeo integrates with Google, please see this article.

File templates

Admins can add file templates to the Channel folder and the Pages folder widget from the admin panel Templates section. These templates can be any kind of file – Google docs, sheets, slides, forms, or even Microsoft Office files.

File templates deprecation

Initially, Happeo introduced the feature to add File Templates due to the absence of this functionality in Google Workspace. However, with the advancements in Google Templates, Happeo will be deprecating its File Templates feature. As a result, we strongly advise transferring or recreating your templates from within Happeo to Google Templates. This transition will ensure that you can leverage the full potential of Google's template capabilities while maintaining a seamless workflow within your workspace.

You can refer to the following guides:

Happeo AI

This section allows you to enable Happeo’s AI features, such as:

 

 

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