Managing Users on Your Hapn Account

Contents

• Introduction
• Understanding User Roles
• Adding New Users
• Editing User Access
• Controlling Data Access
  • Limiting Tracker Access
  • Limiting Historical Data Access
  • Managing Boundary Access
• Deactivating Users
• Reinstating Deactivated Users
• User Role Permissions Comparison

Important Note: User management features are only available through the web application at app.gethapn.com. These functions cannot be performed through the mobile 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

For a detailed comparison of permissions by role, see the User Role Permissions Comparison section below.

Adding New Users

1. Access the Manage Users section

   • Log in to app.gethapn.com
   • Click the Menu icon in the upper left corner
   • Select "Users" from the menu options
   • Click "Manage Users"

2. Initiate the invitation

   • Locate your email address at the top of the user list
   • Click the "Invite User" button

3. Configure user settings

   • Enter the new user's email address
   • Select their role (Admin or Collaborator)
   • Set their tracker access (all trackers or specific ones)
   • Specify how far back they can view historical data
   • Optionally set boundary access restrictions

    

      4. Send the invitation

• • Review the settings you've configured
  • Click "Send Invitation"
  • 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

1. Access the Manage Users section

   • Log in to app.gethapn.com
   • Click the Menu icon in the upper left corner
   • Select "Users" from the menu options
   • Click "Manage Users"

2. Select the user to edit

   • Locate the user in the "Active Users" list
   • Click the "Edit" button next to their name

3. 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
   • Optionally deactivate the user to remove their access

    

4. Save your changes

   • Review the updated settings
   • Click "Save Changes"

Controlling Data Access

Limiting Tracker Access

You can control which trackers each user can see:

1. When adding or editing a user, select "Limit trackers this user can see"
2. Use the search box to find specific trackers or browse the list
3. Check the boxes next to trackers you want the user to access
4. 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:

1. When adding or editing a user, locate the "Historical Data Access" section
2. Select "Don't show any tracker data prior to"
3. Choose a date using the calendar picker
4. Users will only see tracking data from that date forward

Managing Boundary Access

You can control which boundaries each user can see:

1. When adding or editing a user, locate the "Boundary Access" section
2. Select "Limit boundaries this user can see"
3. Check the boxes next to boundaries you want the user to access
4. Leave boxes unchecked for boundaries you want to keep private

Deactivating Users

When you need to temporarily or permanently remove a user's access:

1. Access the Manage Users section

   • Log in to app.gethapn.com
   • Click the Menu icon in the upper left corner
   • Select "Users" from the menu options
   • Click "Manage Users"

2. Find the user in the Active Users list

3. Click "Edit" next to their name

4. Scroll to the bottom of the edit page

5. Click "Deactivate user"

6. Confirm your decision when prompted

Deactivated users will no longer be able to log in to your account, but their information is preserved in case you need to reinstate them later.

Reinstating Deactivated Users

To restore access for a previously deactivated user:

1. Access the Manage Users section

   • Log in to app.gethapn.com
   • Click the Menu icon in the upper left corner
   • Select "Users" from the menu options
   • Click "Manage Users"

2. Scroll to the bottom of the page to the "Deactivated Users" section

3. Find the user you want to reinstate

4. Click the "Reinstate" button next to their name

5. Confirm by clicking "Yes, reinstate user"

6. The user will be moved back to the Active Users list with their previous permissions

User Role Permissions Comparison

This table shows the capabilities of each user role in the Hapn platform:

* 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.