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Manage Your Hub Team and Participants

How to add a Hub Administrator and filter your participants using Hubs

Deepa Prabhu avatar
Written by Deepa Prabhu
Updated over 2 months ago

When you purchase Hubs, you also receive access to another administrator role; you can use Hub Administrators to manage the Hub's projects and administrators. You must create your administrators before assigning them to Hubs and Projects. You can:

You can add an administrator by going to Team > Add admin, filling in the required details, including the role, and selecting Save. You'll need to notify your new admin of their login details. Alternatively, you can use the Invite Admin option to enter their role and email; the admin can complete the registration.

Hub Administrators can also access the Participant Relationship Manager to filter the database by the Hubs and Projects. Administrators can use this feature to create groups for email campaigns or provide access to specific participant groups.

Administrator Access for Hubs

Different roles have varying permissions in Hubs:

Role

Permissions

Site Administrator

Site Administrators can:

  • Manage the site homepage

  • Create, manage, publish, or delete the Hub, including the homepage

  • Create or assign projects to the Hub

  • Add all administrators

  • Access and filter the Participant Relationship Manager

  • Create and send newsletters

  • Manage projects (including content, tools, and widgets

  • Access and download reports

Hub Administrator

Hub Administrators can:

  • Manage and publish the Hub, including the homepage

  • Create, manage, and publish projects within the Hub

  • Add Project Administrators and assign them to projects

  • Access and filter the Participant Relationship Manager

  • Create and send newsletters

  • Manage projects (including content, tools, and widgets)

  • Access and download reports for projects within their Hub(s)

Project Administrator

Project Administrators can:

  • Manage projects (including content, tools, and widgets)

  • Access and download reports for their projects

Use Hubs to Filter Your Participants

After users have begun engaging with your Hub, you can filter your participant database by the participants of projects within it.

In the Participant Relationship Manager, you can generate lists of participants who have engaged with your Hub, making it easier to set up a group for email campaigns or to create protected projects.

  1. Go to Participants and select Filters to add the Hubs filter.

  2. Select the Hub(s) from the drop-down list, and your participant list will narrow down to those who have participated in projects within that Hub.

  3. With this list, you can create a group or review the list of participants.

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