Admins have access to all areas of Happl, including the settings, which cover billing details, finance tools and people tools. We recommend having a limited number of administrators on Happl, usually the people team members who will be managing Happl and the finance team members who will need access to the financial tools.

To read more about adding Happl admins - check out this article!

Managers have access to everything on the admin navigation but not the company settings. They will be able to view the usage insights, manage gifting, create allowances, update benefits, view insurance policies, and view people & groups.

Employees will only have access to their personal data. They are able to access the company wide allowances as well as any custom allowances. They can view the benefits pages including the discount marketplace and gifting. If you have requests enabled they will also be able to access this.

Limited users will have access to everything the employees have access to, apart from the company wide allowances. This is the best choice for contractors and anyone else who doesn't have access to allowances.

To update en employees user type first head to people & groups (#9) and then search for the employee using the search bar.

Select the employee and then hit edit profile in the bottom right hand corner. You'll then be able to access their profile settings, scroll down to profile type and select the correct role and hit save.

Any changes will be actioned immediately.