User Management (for Admins)
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      3. User Management (for Admins)

      Manage users and role permissions

      Administrators can invite new users to the HappySignals Platform and define their roles in Settings. Different roles come with different permissions.

      Only users with Administrator role can invite and manage user permissions.


      In Settings > Users, you can view all HappySignals users in your organization, invite and manage users and roles. If you're an administrator, you'll be able to access Settings in the platform by clicking on your user name at the top right corner.       Read more in the relevant sections:

      1. Invite users and set their roles
      2. User role permissions
      3. Remove membership
      4. Download user data

      Invite users and set their roles

      1. Go to Settings > Users, and click 'Invite new'


      2. Either invite users manually, or invite many users by uploading a CSV file:

      • Invite by entering user information manually: Enter the invitee(s) email address, first name and last name, and set their user role. Learn more about role permissions

      • Invite by uploading a CSV file: Click Upload a CSV, then upload a file that follows the example content. If your file is correctly formatted, your list of users will be automatically populated on screen. If not, please check the CSV file.

      3. Send your invitation(s) immediately, or if you wish, add a personalized message before clicking Send Invites.

      4. Your invitees will soon receive an email invite. Their invitation will be visible under Pending Invitations until they've accepted it. 

      User role permissions

      User roles control access to your organizational settings and what each user can do with the platform features. Below is a list of the permissions each user role has:

       
        Observer Member Administrator
      Access all views in HappySignals Yes Yes Yes

      Create Monthly Reports

      • Edit any report's configuration
      • Edit their own reports

      No

      No

      -

      Yes

      No

      Yes

      Yes

      Yes

      Yes

      Create and edit (their own) Notes

      		 No Yes Yes

      Create Private Shortcuts

      Create Public Shortcuts 

      Edit their own Shortcuts

      Yes

      No

      Yes

      Yes

      Yes

      Yes

      Yes

      Yes

      Yes
      Tag Feedback No Yes Yes

      Create Initiatives or XLAs

      • Edit Initiatives or XLAs

      No

      Only those they are assigned as Responsible for

      Yes

      Only those they created or are assigned as Responsible for

      Yes

      Yes for all

      Create Additional Questions

      • Edit any question
      • Edit their own questions

      Approve Additional Questions

      No

      No

      -

      No

      Yes

      No

      Yes

      No

      Yes

      Yes

      Yes

      Yes
      Create and edit Objectives No No Yes
      Set and edit Targets No No Yes
      Create Live Screens No No Yes
      Manage administrative settings No No Yes

       

      Remove Membership

      Find the user whose membership you want to remove in Settings > Users.

      1. Click the three-dot action menu on the row for that user
      2. Click "Remove member"

      Settings_Remove member

      Note: Removing a membership does not delete the user itself, but removes their access to your organization's HappySignals instance. The user object will be automatically deleted after 6 months.

       

      Download User Data

      You can download user data by clicking "Download". The download respects your selected filters.

      Settings_Download user data

       

      Questions? Comments? Chat or email support@happysignals.com