I'm a HappyCo Lending Admin. How do I set users up in Optigo Happy?

Within the New Experience of Manage at HappyCo, account and system administrators are now able to add new Users within Manage, including users that are a part of multiple accounts (such as SBL and Conventional/Specialty accounts).

How to Add Users in New Manage for Account and System Administrators

-Once logged into the New Experience of Manage on your desktop, click on the Settings button in the upper right corner.

-You should immediately be taken to the Users settings page, which will display your list of active users.



-You will then need to click “New User” in the upper right corner to add your user! It’s that easy!


Your new user will receive a welcome email to the address you enter into the New User form.

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