User Types and Statuses

This article provides definitions for various user types and statuses in Happeo.

Definitions for Happeo user types

Internal user

• A standalone user account within the Happeo organization
• Their status is agnostic (can vary between different user statuses)

Synced/provisioned user

• A user account that is synchronized from a provisioning source (e.g., Google Workspace)

Invited user

• A user who has been explicitly invited by a platform admin to join their Happeo organization, rather than being added automatically via provisioning
• This user is considered part of the same organization as the inviting admin
• They have the same privileges as internal users do (i.e. they have full access to the organization, rather than only a few Pages and Channels)
• They can also be given admin privileges
• They can be assigned editor roles on Pages and Channels

External user

• A user from a different Happeo organization
• They are added to specific channels individually with the External tag or pages and channels via a provisioned group that can have external accounts (e.g. Google group)
• They cannot be given admin rights
• They cannot be assigned editor roles on Pages or Channels and can only access the specific content shared with them

Guest user

• A user who is not part of any Happeo organization
• They are added to specific channels individually with the Guest tag or pages and channels via a provisioned group that can have guest accounts (e.g. Google group)
• They are added to specific channels or pages via a group (e.g. Google group)
• They cannot be given admin rights

Trusted user

• A user who belongs to an organization that is explicitly marked as " trusted" in our system
  • Organizations are typically trusted upon customer request to connect Happeo environments.
• These users can view all content shared " with the entire organization”
  • Example: People, Launcher, Pages, and Channels visible to the entire organization
• They can be granted admin rights

Definitions for Happeo user statuses

Seated

A user who has active access to Happeo. Organizations purchase a specific number of seats.

Unseated

An active account that is eligible for a seat but has not yet been assigned one. The account remains active in the provisioning source system and can be assigned a license when one becomes available based on the organization's purchased seat limit.

Awaiting

An active account that is eligible for a seat and is waiting for a seat to become available before being able to access Happeo.

Suspended

A user whose account has been (temporarily) disabled. This type of user needs to be suspended before they can be deleted.

Please note: Suspending is not the same as deleting.

Deleted

A user whose account has been permanently deleted from Happeo.

Invited

A user who was added via email and not via provisioning. An invited user is automatically assigned a seat (i.e., one is reserved for them), but they are not seated until they accept the invite.

Note: Reserved seats are counted towards the seat cap but do not yet have a seated user behind it. If no seats are available to be reserved, you cannot invite additional users.

Archived (Google-specific)

A user who is no longer active, but the account is being retained for archival purposes. This status is specific to Google and does not directly apply to Happeo. If a user is archived in Google, this user will be displayed as “Suspended” in Happeo.