Not all actions on Happl are available to every account type. This article explains what Owners and Admins can edit directly, and where you'll need to reach out to the Happl team to make a change.
What are the different account types?
There are two administrator account types on Happl:
Owner — full access to all platform settings and actions
Admin — similar access to Owner, with a small number of actions requiring enablement or restricted by default
Module | Action | Owner | Admin |
Cycle to Work | Policy wording | 📞 Contact Happl | 📞 Contact Happl |
| Request acceptance / rejection | ✓ | ✓ |
| Amendments after submission | 📞 Contact Happl | 📞 Contact Happl |
People | Freeze or offboard employee | ✓ | ✓ |
| View employee salaries | ✓ | Can be enabled |
| Create groups | ✓ | ✓ |
| Invite employees | ✓ | ✓ |
| Remove approved reimbursements | 📞 Contact Happl | 📞 Contact Happl |
| Edit account type | ✓ | ✓ |
Pension | Policy wording | ✓ | ✓ |
| Contributions amendment | Employee request / 📞 Happl | Employee request / 📞 Happl |
Insurance | Edit policy | ✓ | ✓ |
| Edit employee insurance details | 📞 Contact Happl | 📞 Contact Happl |
| Quote request | ✓ | ✓ |
| Download insurance change reports | ✓ | ✓ |
Allowances | Create allowances | ✓ | ✓ |
| Reimbursements (approve, amend category, amend tax rate) | ✓ | ✓ |
| Send receipt reminders | ✓ | ✓ |
| Top up funds | ✓ | ✓ |
Benefits — Custom | Create benefits | ✓ | ✓ |
| Amend benefits | ✓ | ✓ |
Benefits — Core | Add benefits | 📞 Contact Happl | 📞 Contact Happl |
| Amend existing benefits | 📞 Contact Happl | 📞 Contact Happl |
Finance Reports | Amend payroll cut-off date | 📞 Contact Happl | 📞 Contact Happl |
| Amend payroll email notifications | ✓ | ✓ |
| Download payroll reports | ✓ | ✓ |
Need help?
If you need to make a change that isn't available directly on the platform, you can reach the Happl team via the in-app chat or at [email protected].