Note: Hub Admin roles are only available with EngagementHQ Enterprise Edition. 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. 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
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 EHQ.
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 Hub Administrators and Project Administrators
- Manage all the Hub projects
- Manage your Hub database with effective use of Hub Tags
- Have oversight of your reporting
- Communicate with your stakeholders via email
Before you become an administrator of a Hub, you will have to be assigned access by a Site Administrator or another Hub Administrator. A Site Administrator will be required to create a new Hub Project as well as to assign your role as a Hub Administrator to the Hub.
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 Administrators need to remember that publishing a link to Hub pages on the homepage of your site will still be controlled by your Site Administrator who has access to the Homepage Editor.
You will need to communicate directly with your Site Administrator if you want your Hub to appear on your site’s 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 Site Management. In the dropdown menu of Site Management, you will see an option called Hubpage Manager. 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 double-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.
- Edit the Title. This will be used to distinguish your Hub and will populate into the Homepage cards when your Hub is linked.
- Select a Hub Image for your project from your computer. This should be a square image and will be used as the featured image on the Homepage of your site. Don't forget to add a description and caption for accessibility.
- Adding Hub Tags is essential for allowing you to categorise each of the projects in your collection. By adding a Hub Tag, you will automatically assign the same tags to any projects that are created under that Hub. These can then be used to help you identify stakeholders in the PRM and automatically assign projects to your Hub landing page as they are published.
- If you would like to assign other Hub Administrators to the Hub, you can do this in the Team section, by clicking on the edit button. You need to make sure that you have created the new Hub Admin role by clicking on Team in the navigation bar. Learn how to do this with our article Adding a Hub Administrator.
- Finally, select an appropriate permalink. Remember, your Hub Permalink will look something like this www.yoursite.com/yourhuburl. It's important to make your permalink easily identifiable, so make sure you select an appropriate permalink.
Assigning Hubs to existing Hub Admins
To assign hubs to existing Hub Admins, select Team in the side navigation bar and double-click on the Screen name of a Hub Admin. You can also click the Edit button.
The following page is displayed.
In the Hub access field, select the hubs that you wish to assign to the Hub Admin and then click the Save button.
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.
As a Hub Admin you can create new projects and assign them to your Hub.
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 now create Project Admins and assign them to your team. Follow these steps to create Project Admins.
Select Team in the side navigation bar of EHQ and click on the Add Admin button.
The following Add admin page is displayed.
Fill 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.
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. Check out our Set up your Hub landing page resource to help you set up your new Hub pages.
Each Hub landing page is made up of several elements which can be seen in the example above. These include;
- Hub page banner
- Introduction text
- Project timeline
- Card lists (collections of projects and pages)
Use each of these elements to create you 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.