Table of contents

Here, you can find information about how to manage users within Happeo.

Note: To manage Happeo users, you must be a Happeo administrator.

What is User Management in Happeo?

The User Management section allows you to control who has access to your Happeo environment. It enables you to:

  • Allocate user seats – Determine the number of users who can actively use Happeo
  • Assign permissions – Define the level of access each user has within the platform
  • Manage user profiles – Update user information, such as email addresses and roles

The User Management section can be found in the Admin Settings. It consists of the following: 

  • Users
  • Invites
  • Provisioning source settings
  • System Accounts

Users

Seats overview

The Seats overview provides a comprehensive summary of your Happeo environment's seat usage. Here's what you can find: 

  • An overview of your environment’s seat usage
  • A list of users within your environment and their user statuses
  • Permission management for users

You can learn more about the Seats overview here.

User statuses

A user status in Happeo refers to the current state of a user's account and seat assignment within the platform.

  • Seated – All users who have been assigned seats, including their OUs (Google only)
  • Provisioning source (e.g. Google) – Users who have been assigned seats through a provisioning source
  • Unassigned Users who have not been assigned a seat
    • You will need to assign a seat to these users individually or seat the OU to which the users belong (Google only)
  • Invited – Users who have been assigned seats through an invite
  • Admins – Users with administrative privileges

For more information about user statuses and types, please refer to this article

User information

For each user, you can see:

  • Name
  • Email address
    • Hover over the email address and click the copy icon to copy the address to your clipboard
  • Last updated
  • Organizational Unit (Google only)
  • Seat status (assigned, not seated, pending)
  • Permissions (inherited from OU or group, channel creation, page creation, and user-level permissions)

Managing user permissions

Click the three dots next to a user's name to:

  • Manage permissions – Customize permissions based on whether inheritance from the organizational unit is enabled or disabled
  • Admin privileges – Add or remove admin privileges
  • Update from Directory – Sync user information from the directory
  • List User Groups – View the user's group memberships

Remember to click Save once you are done!

Permission customization

If inheritance is disabled, you can:

  • Grant or revoke channel creation permissions
  • Grant or revoke page creation permissions
  • Grant or revoke access to analytics
  • Set the user type to Seated, Deskless (Google only), or Unseated

Once you've made your changes, click Save to apply them.

For more information about permissions, you can learn more here.

Suspending and deleting users

To delete a user, you must first suspend them through your provisioning source. 

Please refer to the following articles:

Export CSV

To learn how to export a user list CSV, please see this article.

Invites

Easily manage invitations to specific Channels. Invite individual users or entire Google Groups/Microsoft Groups.

Here, you can:

  • Invite users – Send invitations to users to be a part of your environment
  • Track invitations – Monitor the status of pending invitations

Note: Once users accept an invitation, they'll move from the "Invited" list to the "All Users" list. For more details on managing invited users, please see this article.

Provisioning source settings

To find your provisioning source settings, look for the following options in the top navigation:

  • Google Workspace
  • Microsoft Entra
  • Okta

For detailed instructions on seating and unseating users from these sources, refer to the following article:

System accounts

You can learn more about system accounts in this article.

 

 

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