How to Provision an Optigo Happy User in Keychain

 

Freddie Mac users must request access to Optigo Happy via Keychain.
See this
video for general guidance on using Keychain.

Step 1: Select the Application User requesting access to Optigo Happy

Step 2: Under Business Application selectOptigo Happy Multifamily Property Inspection Platform

Step 3: Under Access Display Name select the appropriate user role. Note there is theLoad Morebutton if you don’t see your user role.

 

mceclip0.png

User Roles in Optigo Happy

Most inspectors will request a standard role. If you need additional access to Optigo Happy analytics data or admin rights, please add comments in the Business Justification field.

 

Access Display Name

Who Should Select This Role

Standard / Conventional / Specialty

All conventional inspectors. They will also be able to access the Specialty account for Structured, TAH, and Seniors inspections

Standard / SBL / Specialty

All SBL inspectors. They will also be able to access the Specialty account for Structured, TAH, and Seniors inspections

Standard Specialty

All structure, TAH, and Seniors inspectors

Administrator

Individuals requiring Admin control of accounts

Insights

Individuals requiring access to use Optigo Happy analytics functionality for dashboard edits.

Data Analyst

Non-inspector who are only consuming inspection data (RDC, Capital Markets, etc.)

 

 

Additional Help

  • For questions or support regarding Optigo Happy Keychain Support, please contact the Service Desk 702-450-3200
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.