Contents
- Introduction
- Understanding User Roles
- Adding New Users
- Editing User Access
- Controlling Data Access
- Deactivating Users
- User Role Permissions Comparison
Applies to: the Hapn web app (Settings → Team) and the Hapn mobile app (Menu → Settings → Team).
On the mobile app
Everything in this guide can be done on a phone. Tap Menu in the bottom bar, then Settings → Team. You'll see Active Users, Invitations and Roles tabs and a search box. Tap Invite User to add someone — enter their email and role, then set their access and history — or open the row actions beside a user to Edit them or Deactivate User. The steps below describe the web app.
Introduction
Adding users to your Hapn account allows you to share tracking data with team members, clients, or family members while maintaining control over what they can see and do. This guide will walk you through managing users on your account, from adding new users to controlling their access permissions.
Understanding User Roles
Hapn offers three types of user roles with different permission levels:
- Account Owner: The primary account holder with full access to all features and settings
- Admin: Trusted users who can manage most account settings but cannot make billing changes
- Collaborator: Standard users who can view and interact with trackers but have limited administrative abilities
- Custom: Some accounts also include custom roles with tailored permission sets.
For a detailed comparison of permissions by role, see the User Role Permissions Comparison section below.
Adding New Users
-
Access the Manage Users section
- Log in to app.gethapn.com
- Use the menu on the left of the screen
- Select Settings
- Click Team
-
Initiate the invitation
- Locate your email address at the top of the user list
- Click the "Invite User" button
-
Configure user settings
- On the User Details step, enter the new user's email address and select their role (Admin or Collaborator), then click "Continue"
- On the Access & History step, set their tracker access (all trackers or selected trackers), how far back they can view historical data, and optionally their boundary access
4. Send the invitation
-
- Click "Save"
- The invitation will appear in the "Invitations" section
5. User registration
-
- The invited user will receive an email with a registration link
- They must click this link and create their own password
- Once registration is complete, they can log in with their email and password
Editing User Access
-
Access the Manage Users section
- Log in to app.gethapn.com
- Use the menu on the left of the screen
- Select Settings
- Click Team
-
Select the user to edit
- Locate the user in the "Active Users" list
- Click the three-dot icon (Row actions) next to their name and choose "Edit"
-
Modify user settings
- Update their role (Admin or Collaborator)
- Change which trackers they can access
- Adjust how far back they can view historical data
- Modify boundary access settings
-
Save your changes
- Review the updated settings
- Click "Continue", then "Save"
Controlling Data Access
Limiting Tracker Access
You can control which trackers each user can see:
- When adding or editing a user, under "Tracker Access" select "Selected trackers"
- Use the search box to find specific trackers or browse the list
- Check the boxes next to trackers you want the user to access
- Leave boxes unchecked for trackers you want to keep private
Limiting Historical Data Access
You can restrict how far back in time users can view tracking data:
- When adding or editing a user, locate the "Historical Data Limit" section
- Choose a limit: "Last 7 days", "Last 30 days", "Last 60 days", or "Custom"
- For "Custom", pick a start date
- Users will only see tracking data from that date forward
Managing Boundary Access
You can control which boundaries each user can see:
- When adding or editing a collaborator, locate the "Access to boundaries" section
- Select "Allow user to use boundaries" or "Don't allow the user to use boundaries"
Deactivating Users
When you need to temporarily or permanently remove a user's access:
-
Access the Manage Users section
- Log in to app.gethapn.com
- Use the menu on the left of the screen
- Select Settings
- Click Team
-
Find the user in the Active Users list
-
Click the three-dot icon (Row actions) next to their name
-
Choose "Deactivate User"
-
Confirm with "Yes, deactivate"
Deactivating a user signs them out and deletes their account right away; it can't be undone. To give them access again, invite them again.
User Role Permissions Comparison
This table shows the capabilities of each user role in the Hapn platform:
| Permissions | Account Owner | Admin | Collaborator |
|---|---|---|---|
| Update Billing | ✓ | ||
| Add or Reactivate a Tracker | ✓ | ||
| Cancel a Tracker | ✓ | ||
| Add or Edit Users | ✓ | ||
| Update Tracker Settings | ✓ | ✓ | |
| Change Time Zone Settings | ✓ | ✓ | ✓ |
| Create Boundaries | ✓ | ✓ | ✓* |
| Set up Alerts and Notifications | ✓ | ✓ | ✓ |
* Collaborators can create boundaries unless restricted by the Account Owner
Need more help? Contact our support team at support@gethapn.com or submit a ticket. You can also call support at 877-212-7400 or chat with us — see How to Contact Hapn Support for hours.
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