EngagementHQ

There are three types of administrators in EngagementHQ

- Site, Hub and Project. It is advisable to know your level of access, to be able to determine what actions you can perform. The below list summarises the activities that can be performed by each of these administrators.

Has complete site access to perform all actions on EngagementHQ.

<a href="http://helpdesk.bangthetable.com/en/articles/3576783-bluehaven-add-an-administrator-to-ehq">Add other administrators</a>

<a href="http://helpdesk.bangthetable.com/en/articles/3624444-bluehaven-add-a-new-hub">Create a hub</a> and add <a href="http://helpdesk.bangthetable.com/en/articles/3575597-bluehaven-add-a-new-hub-administrator">hub administrators</a>

<a href="http://helpdesk.bangthetable.com/en/articles/3624417-bluehaven-create-a-new-project">Create a project</a> and <a href="https://helpdesk.bangthetable.com/en/articles/3576783-add-an-administrator-to-ehq" rel="nofollow noopener noreferrer" target="_blank">add project administrators</a>

Can <a href="http://helpdesk.bangthetable.com/en/articles/3624009-bluehaven-project-cloning">clone</a>, <a href="http://helpdesk.bangthetable.com/en/articles/3632218-bluehaven-publish-a-project">publish</a> and <a href="http://helpdesk.bangthetable.com/en/articles/3659498-bluehaven-archiving-your-project">archive</a> a project

Edit the <a href="https://helpdesk.bangthetable.com/en/articles/4055439-understanding-the-appearance-editor" rel="nofollow noopener noreferrer" target="_blank">Appearance editor.</a>

<a href="http://helpdesk.bangthetable.com/en/articles/3625905-bluehaven-add-static-pages">Add/edit static pages</a>

<a href="http://helpdesk.bangthetable.com/en/articles/3633678-bluehaven-step-9-setup-site-navigation-and-menus">Add to/edit the navigation</a>

Edit <a href="http://helpdesk.bangthetable.com/en/articles/3646704-bluehaven-applying-design-elements-in-ehq">site-wide text and font color</a>

<a href="http://helpdesk.bangthetable.com/en/articles/3650051-bluehaven-sending-emails-newsletters-to-your-database">Send Newsletters</a>

<a href="http://helpdesk.bangthetable.com/en/articles/3576791-bluehaven-add-a-participant-to-your-database">Manage the participant database</a>

<a href="https://helpdesk.bangthetable.com/en/collections/464531-report-on-your-consultation" rel="nofollow noopener noreferrer" target="_blank">View the site-wide reports</a>

<a href="https://helpdesk.bangthetable.com/en/articles/3624341-bluehaven-marketplace-integrating-with-applications" rel="nofollow noopener noreferrer" target="_blank">Access the Marketplace section</a>

View the <a href="http://helpdesk.bangthetable.com/en/articles/3633347-bluehaven-audit-trail">audit trail</a> for the entire site

Manage <a href="https://helpdesk.bangthetable.com/en/articles/3623953-site-settings" rel="nofollow noopener noreferrer" target="_blank">Site settings</a>

<a href="https://helpdesk.bangthetable.com/en/articles/5386444-create-edit-or-delete-project-tags" rel="nofollow noopener noreferrer" target="_blank">Project tags</a>

- Manage the entire EngagementHQ site
- <a href="http://helpdesk.bangthetable.com/en/articles/3576783-bluehaven-add-an-administrator-to-ehq">Add other administrators</a>
- <a href="http://helpdesk.bangthetable.com/en/articles/3624444-bluehaven-add-a-new-hub">Create a hub</a> and add <a href="http://helpdesk.bangthetable.com/en/articles/3575597-bluehaven-add-a-new-hub-administrator">hub administrators</a> 
- <a href="http://helpdesk.bangthetable.com/en/articles/3624417-bluehaven-create-a-new-project">Create a project</a> and <a href="https://helpdesk.bangthetable.com/en/articles/3576783-add-an-administrator-to-ehq" rel="nofollow noopener noreferrer" target="_blank">add project administrators</a>
- Can <a href="http://helpdesk.bangthetable.com/en/articles/3624009-bluehaven-project-cloning">clone</a>, <a href="http://helpdesk.bangthetable.com/en/articles/3632218-bluehaven-publish-a-project">publish</a> and <a href="http://helpdesk.bangthetable.com/en/articles/3659498-bluehaven-archiving-your-project">archive</a> a project
- Edit the <a href="https://helpdesk.bangthetable.com/en/articles/4055439-understanding-the-appearance-editor" rel="nofollow noopener noreferrer" target="_blank">Appearance editor.</a> 
- <a href="http://helpdesk.bangthetable.com/en/articles/3649404-bluehaven-customise-your-sign-up-form">Edit the sign up form</a>
- <a href="http://helpdesk.bangthetable.com/en/articles/3625905-bluehaven-add-static-pages">Add/edit static pages</a>
- <a href="http://helpdesk.bangthetable.com/en/articles/3633678-bluehaven-step-9-setup-site-navigation-and-menus">Add to/edit the navigation</a>
- Edit <a href="http://helpdesk.bangthetable.com/en/articles/3646704-bluehaven-applying-design-elements-in-ehq">site-wide text and font color</a>
- <a href="http://helpdesk.bangthetable.com/en/articles/3650051-bluehaven-sending-emails-newsletters-to-your-database">Send Newsletters</a>
- <a href="http://helpdesk.bangthetable.com/en/articles/3576791-bluehaven-add-a-participant-to-your-database">Manage the participant database</a>
- <a href="https://helpdesk.bangthetable.com/en/collections/464531-report-on-your-consultation" rel="nofollow noopener noreferrer" target="_blank">View the site-wide reports</a>
- <a href="https://helpdesk.bangthetable.com/en/articles/3624341-bluehaven-marketplace-integrating-with-applications" rel="nofollow noopener noreferrer" target="_blank">Access the Marketplace section</a>
- View the <a href="http://helpdesk.bangthetable.com/en/articles/3633347-bluehaven-audit-trail">audit trail</a> for the entire site
- Manage <a href="https://helpdesk.bangthetable.com/en/articles/3623953-site-settings" rel="nofollow noopener noreferrer" target="_blank">Site settings</a>
- Launch a site
- <a href="https://helpdesk.bangthetable.com/en/articles/5386444-create-edit-or-delete-project-tags" rel="nofollow noopener noreferrer" target="_blank">Project tags</a>

Note : You cannot edit static pages like ToU, Privacy policy etc by yourself. If you wish to do so, do contact support via chat or email <a href="mailto:support@engagementhq.com" rel="nofollow noopener noreferrer" target="_blank">support@engagementhq.com</a> .

[Available only in the Enterprise Edition of EngagementHQ]

Manage the Hub and all projects within the Hub

Can add project administrators within the Site. 

Can create, clone, publish and archive a project within the Hub

<a href="http://helpdesk.bangthetable.com/en/articles/3045854-blue-haven-setup-your-hub-landing-page">Edit the hub homepage</a>

Manage the <a href="https://helpdesk.bangthetable.com/en/articles/3576791-add-a-participant-to-your-database" rel="nofollow noopener noreferrer" target="_blank">participant database</a> for the site- A Hub admin has access to the complete participate data (i.e. PRM), which means this access is not limited just to their allocated Hub.

View the dashboard of activity for the projects in the Hub

View the analytics pages for the projects in the Hub that includes <a href="https://helpdesk.bangthetable.com/en/articles/3668274-tool-reporting" rel="nofollow noopener noreferrer" target="_blank">tool reports</a> and <a href="https://helpdesk.bangthetable.com/en/articles/4538623-submissions-manager" rel="nofollow noopener noreferrer" target="_blank">submissions manager</a>.

View the audit trail for the projects in the Hub

Edit <a href="https://helpdesk.bangthetable.com/en/articles/4531387-hubs-with-the-appearance-editor" rel="nofollow noopener noreferrer" target="_blank">hub on Appearance Editor</a>

Cannot access or view hubs other than their own.

Cannot view projects listed outside of their hub

- Manage the Hub and all projects within the Hub
- Can add project administrators within the Site. 
- Can create, clone, publish and archive a project within the Hub
- <a href="http://helpdesk.bangthetable.com/en/articles/3045854-blue-haven-setup-your-hub-landing-page">Edit the hub homepage</a>
- Send Newsletters
- Manage the <a href="https://helpdesk.bangthetable.com/en/articles/3576791-add-a-participant-to-your-database" rel="nofollow noopener noreferrer" target="_blank">participant database</a> for the site- A Hub admin has access to the complete participate data (i.e. PRM), which means this access is not limited just to their allocated Hub.
- View the dashboard of activity for the projects in the Hub
- View the analytics pages for the projects in the Hub that includes <a href="https://helpdesk.bangthetable.com/en/articles/3668274-tool-reporting" rel="nofollow noopener noreferrer" target="_blank">tool reports</a> and <a href="https://helpdesk.bangthetable.com/en/articles/4538623-submissions-manager" rel="nofollow noopener noreferrer" target="_blank">submissions manager</a>. 
- View the audit trail for the projects in the Hub
- Edit <a href="https://helpdesk.bangthetable.com/en/articles/4531387-hubs-with-the-appearance-editor" rel="nofollow noopener noreferrer" target="_blank">hub on Appearance Editor</a>
- Access the Marketplace section
- Cannot access or view hubs other than their own.
- Cannot view projects listed outside of their hub

Has access restricted at a project level.

Can access and manage projects assigned to them

View the list of projects assigned to them

Create and configure the tools in their projects

View the dashboard of activity for the projects assigned to them

Work with the <a href="http://helpdesk.bangthetable.com/en/articles/3638649-bluehaven-text-analysis">text analysis</a> and <a href="http://helpdesk.bangthetable.com/en/articles/3622697-bluehaven-survey-analysis">survey analysis</a> tool for their projects

Can access <a href="https://helpdesk.bangthetable.com/en/articles/3668274-tool-reporting" rel="nofollow noopener noreferrer" target="_blank">tool reports</a> and <a href="https://helpdesk.bangthetable.com/en/articles/4538623-submissions-manager" rel="nofollow noopener noreferrer" target="_blank">submissions manager</a>.

View the reporting page for the projects assigned to them

View the audit trail for the projects assigned to them

Cannot create, delete or publish projects

Can't access the Participants section. However, they can download demographic reports of projects they have access to, which will have participant details associated with the respective projects.

- Can access and manage projects assigned to them
- View the list of projects assigned to them
- Create and configure the tools in their projects
- View the dashboard of activity for the projects assigned to them
- Work with the <a href="http://helpdesk.bangthetable.com/en/articles/3638649-bluehaven-text-analysis">text analysis</a> and <a href="http://helpdesk.bangthetable.com/en/articles/3622697-bluehaven-survey-analysis">survey analysis</a> tool for their projects
- Can access <a href="https://helpdesk.bangthetable.com/en/articles/3668274-tool-reporting" rel="nofollow noopener noreferrer" target="_blank">tool reports</a> and <a href="https://helpdesk.bangthetable.com/en/articles/4538623-submissions-manager" rel="nofollow noopener noreferrer" target="_blank">submissions manager</a>. 
- View the reporting page for the projects assigned to them
- Access to the help tool and content
- View the audit trail for the projects assigned to them
- Cannot create, delete or publish projects
- Cannot send newsletters
- Can't access the Participants section. However, they can download demographic reports of projects they have access to, which will have participant details associated with the respective projects.
- Can't access the Team section

Note - You can check with your Engagement Manager or our support team on the number of site admins, hub admins and project admins that are allowed on your EngagementHQ license.

What's next? Learn how to <a href="http://helpdesk.bangthetable.com/en/articles/3624138-bluehaven-remove-or-edit-an-administrator">remove or edit an administrator user</a> based on this understanding.

Contact our support team if you need any further assistance via chat or email <a href="mailto:support@engagementhq.com" rel="nofollow noopener noreferrer" target="_blank">support@engagementhq.com</a>

Site Administrator

Hub Administrator

Project Administrator