Step 6: Getting Started with User Management: Share Access to Your Hapn Account

Contents

• Introduction
• Understanding User Roles
• Adding Your First User
• Customizing User Access
• Managing Existing Users
• Tips for New Customers
• Related Articles

Introduction

Adding users to your Hapn account allows you to share tracking information with team members while maintaining control over what they can see and do. This guide will walk you through the basics of managing users on your account.

Note: User management is only available through the Hapn web application at app.gethapn.com.

Understanding User Roles

Hapn offers two types of user roles:

• Admin: Has nearly full access to the account and can manage settings, trackers, and other users. Admins cannot change billing information or transfer account ownership.

• Collaborator: Can view and interact with trackers but cannot change account settings, add new trackers, or manage other users.

Choose roles carefully based on your team's needs and responsibilities.

Adding Your First User

Step 1: Access User Management

1. Log in to app.gethapn.com
2. Click the gear icon (Settings) in the top right corner
3. Navigate to the "Users" tab

Step 2: Send an Invitation

1. Click the "Invite User" button
2. Enter the user's email address
3. Select the appropriate role (Admin or Collaborator)
4. Choose which trackers they can access:
   • All trackers (current and future)
   • Selected trackers only
5. Set historical data access limits (optional)
6. Click "Send Invitation"

Step 3: Complete the Process

1. The invited user will receive an email invitation
2. They must click the link and create their own password
3. Once registered, they can immediately access your account based on their permissions

Customizing User Access

You can control exactly what users can see and do by setting these permissions:

Tracker Access

Limit which trackers a user can view by:

1. Editing the user's profile
2. Selecting "Limit tracker access"
3. Checking only the trackers they should see

Boundary Access

Determine which boundaries a user can see:

1. Edit the user's profile
2. Select which boundaries the user should have access to

Managing Existing Users

Editing User Settings

1. Go to Settings > Users
2. Find the user in the active users list
3. Click "Edit" next to their name
4. Make your desired changes
5. Save the changes

Deactivating a User

When someone no longer needs access:

1. Go to Settings > Users
2. Find the user in the active users list
3. Click "Edit" next to their name
4. Select "Deactivate user" at the bottom
5. Confirm your decision

Reinstating a Deactivated User

1. Go to Settings > Users
2. Scroll to the "Deactivated Users" section at the bottom
3. Find the user you want to reinstate
4. Click "Reinstate" next to their name
5. Confirm by clicking "Yes, reinstate user."

Tips for New Customers

• Start with collaborator roles for most team members until you're familiar with the permission system
• Create a test user to verify the permissions work as expected before inviting your entire team
• Consider tracker grouping to make it easier to assign multiple trackers to users
• Regularly review user access to ensure people only have access to what they currently need

Related Articles

• How do I manage users on my account?
• How do I set up alerts and notifications?
• How can I see previous locations of my tracker on the map?

Next Steps

For the next step in the activation process, please see Step 7: Viewing Your Tracker's History: Activity and Time Machine