Note: Check with your Engagement Manager to see if your license allows access to Hubs

As a Hub Admin, you will be responsible for managing a dedicated collection of projects on your EngagementHQ site, so it's important you understand your responsibilities before you set up your first Hub. If you're not sure exactly what a Hub is, make sure you check out the Understanding EngagementHQ Enterprise Edition (Hubs) for an overview of how Hubs works with EngagementHQ. Hub admins can't access the projects that aren't associated with the hubs they have been assigned and the reporting section on tools for projects that are outside their scope.

Use this guide to learn about the following;

  • Your role

  • Setting up your Hub 

  • Adding projects and managing your team

  • Using the editor to layout your Hub landing page

  • Managing your Hub database

Your Role

Hub Administrators play an important role in managing a collection of online consultations. In this role you will be required to;

  • Build and manage a Hub landing page

  • Create projects and assign projects

  • Create Project Administrators

  • Manage all the Hub projects

  • Can delete project pages that are assigned to their hub.

  • Manage your Hub database with effective use of Hub Tags

  • Have oversight of your reporting

  • Communicate with your stakeholders via Newsletters

In order to become a Hub administrator, you will have to be assigned access by a Site Administrator. Once you're made a Hub admin, the Site admin will assign to you either an existing hub or one that they will create for you.

Once the Hub is created, both the Site Administrator and Hub Administrator will be able to create new administrators to build projects under the Hub.

Hub admins don't have access to Appearance editor, and will have to contact the Site Admin to have the hub published on the homepage

Setting up your Hub

When you first login as a Hub Administrator, you will see a menu item in the side navigation bar called Hubs. This is where you will edit information about your Hub and set up your Hub landing page.

Follow the steps below to set up your Hub.

From the list of hubs, select the one you would like to manage. Click on the edit button. You can also click on the Hub title.

The following screen is displayed.

In the Hub screen, you can see several sections. You can edit these by clicking on them. 

Click on Settings to edit your hub details.

  • Details : Here you can change the hub title, description, assign admins to the hub and also add a tag.

  • Visibility : Here you can set up the hub page permalink. The visibility of the hub can only be chosen while setting it up and cannot be changed later.

  • Hub Image : Here you can add a hub image, caption and a description.

Adding Projects and Project Administrators

After you have set up your Hub details, your next step is to create Project Admins and Projects that will make up your Hub. As a Hub Administrator, you can decide to build Hub projects on your own or create a team to help you manage your consultations.

If you decide to set up a team to help you, remember that you will need to create the projects you want each team member to manage before you add them as Project Admins. This is because you will need to assign the relevant project(s) to the Project Admin at the same time you create their profile.

To learn how to create a new project, check out our Create a New Project article.

Read our article Add projects to a hub for more information on how to assign new projects to your managed Hubs.

Once you have created your projects, you can either Add or Invite Project Admins and assign them to your team. Follow these steps to Add Project Admins. 

Select Team in the side navigation bar of EngagementHQ and click on the Add Admin button.

The following Add admin page is displayed.

Fill in the details in the provided fields and click the Save button. After you have created the new role, you will need to assign them relevant project access. To do this, in the Team page, click on the Screen name of the Project Admin to whom you wish to assign the projects. You can also click the Edit button.  

This action displays the following page.

Assign the relevant projects to the Project Admin in the Project access field. Your team can now manage the setup of these projects as part of your Hub.

Your Project Admins will still require you to publish their projects once they are finished building them. As a Hub Admin, you will also be responsible for attaching their projects to the Hub Landing Page.

You also have the option to Invite an Admin. When you click on the Invite button, the following page is displayed where you can enter the user's email address and select the user role as well.

How to layout your hub landing page

In order to edit the appearance of your Hub landing page, you will need to organize your collection of projects.

Each Hub landing page can have several templates which can be seen in the example above.

Use each of these elements to create your unique-styled Hub landing page and remember, before you can start to build your Hub landing page, it's essential that you have some published projects to attach to the card lists. 

Managing your Hub database

As a Hub Administrator, you will also have special access to your database of participants via the Participant Relationship Manager (PRM). Use the PRM and the Hubs filter type to generate lists of your stakeholders who have engaged on one of your Hubs.

These filters allow you to easily see your specific stakeholders as part of the entire site database making it easy to set up list for email campaigns and created protected projects.

To learn how to send email campaigns read our article Send emails to your database for more information.

Contact our support team if you need any further assistance via chat or email

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