Happierco Help Center
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All you need to know about the administration dashboard of Happierco
How to transfer ownership?
There are three types of roles in Happierco. • User • Administrator • Owner The owner is the one at the head of your business. It has access to all the features of Happierco. To change the owner • Go to the administration page. • In the Users menu, click the Transfer ownership button just before your user's list. • Choose the new owner in the selection field • Validate !(https://storage.crisp.chat/users/helpdesk/website/90928739d70a
How to embed your OKRs?
You can embed your OKRs in any webpage using the embed code. Your company and teams OKRs will be displayed in a single widget. Use the widgets in your internal facing websites and other KPI dashboards. To access Happierco embed code: • Go to the administration page • From the Embed menu of the settings, copy the embed link Embedding in Google Sites If you
How to deactivate a user?
When a user you had invited does not use the app, you can disable their account. They will not be able to log in, and the system will not count him/her as an active user in your next bill. To disable a user, • Go to the administration page • In the Activated table, find the user • Click on the actions available to the right of the user info • Then click on Deactivate !(https://storage.crisp.chat/users/helpdesk/website/4744ec2f45cec000/959f9af5-bbc4-47b4-a019-7707
How to delete a team?
To delete a team: • Go to the administration page • In the Teams menu, click on Delete on the right side of your team's block • Confirm Ps: Be careful! The deletion is irreversible.
What is color coding from settings?
Happierco allows you to identify the state of progress of a goal in three colors (red, yellow and green). By default, a goal's progress between 0% to 39% takes red color. The one whose progression is between 40% and 69% becomes yellow. Finally, the one whose progress starts from 70% and finishes at 100% takes the green color. Color coding allows users to see if they
How to create a team?
To create a team: • Go to the administration page • In the Teams menu, Click on "Add team" • Fill in the requested information • Validate
How to invite your colleagues?
Managing your business is not a task you should do alone. It is therefore important that you invite your colleagues. That's why it's one of the first things Happierco asks you to complete the setup of your business. If you had ignored or had not invited all your colleagues, do not worry. You can always invite them later. Everywhere on the application - if you have the admin or ow
How to edit a team?
To edit information about a team (title, managers, members): • Go to the administration page • In the Teams menu, click Edit on the right of your team's block • Edit the informations • Validate
How to remove a user from a team?
To remove a user from a team: • Go to the administration page • In the Teams menu, click on the block of the team in question • Find the user in the list of users of the team block • Click on "Remove from team" to the right of the user's info • Confirm