In Happy Manage, you’ll be be able to manage your data in the Dashboard. You’ll see a breakdown of your inspections, photos and users.

Manage business info

You can make changes to The Essentials:

• Update your company details: update business address
• Manage your devices: unlink a device to link another one as each login is allowed a max of 2 devices

Manage users

To Get Your Team On Board you can:

• Tap Manage your users: to update user information, click on a user to update details
• To add a user, please contact us as these changes impact your plan
• To delete a user, request the change at [email protected]

Manage folders

1. Tap on Let’s Get Started
2. Tap on your folder

Here, you’ll see a breakdown of your data by week and gain controls for managing folders and importing and exporting data.

In Folder Management you can:

• Rename this folder: change the title of the folder
• Manage access: control which users have access to which folders
• Add a Unit/Property

In Import & Export you can:

• Import Units from CSV: see the video on Bulk Importing Units
• Download a folder export: download all the data in your folder

And, at down the bottom of the menu, in the Admin section you can make changes to:

• Company Details: here, you change business address
• Company Management: access and edit users
• Integrations, such as Dropbox

In GENERAL:

• Access the Happy Help Desk: search our support resources

And, finally, to change your own user details:

• Tap on your name at the very bottom, and you can change your own user details.