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 setup 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 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 your role as a Hub Administrator to assign 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 sites homepage.
Setting up your Hub
When you first login as a Hub Administrator you will see a menu item called Hubs. This is where you will edit information about your Hub and setup your Hub landing page. Follow the steps below to setup your Hub.
- Hover over the Hub menu item, to reveal a drop-down list of all of the Hubs you have been assigned to manage. Select the Hub you would like to manage from the list.
- On the Edit Hub screen you can see several sections including; Details, Hub Tags, Manage Image, Hub Administrators and Hub URL.
- Click on Details to edit the description and title of the Hub. These will be used to distinguish your Hub and is also the information that populates into the Homepage cards when your Hub is linked. (below)
- Click on Manage Image and browse your computer to select a Hub Image for your project. 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. (below)
- 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 Hub Administrators section. You need to make sure that you have created the new Hub Admin role firstly by visiting the People>Administrators section. Learn how to do this with our article Adding a Hub Administrator.
- Finally, select an appropriate Hub URL. Remember, your Hub Url will look something like this www.yoursite.com/yourhuburl. It's important to make your Hub URL easily identifiable so make sure you select and appropriate permalink.
Adding Projects and Project Administrators
After you have setup your Hub details, your next step is to create the 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 setup 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 assign projects to your Project Admins.
- Click on People>Administrators and fill in the details for your new Project Admin. This is shown in the image above.
- Once you have created the new role, you will need to assign them relevant project access. From the Administrators list, click on Manage Project Access. This will reveal a list of your projects. Assign the relevant projects to the Project Admin. 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.
Using the Editor to layout your hub landing page
In order to edit the appearance of your Hub landing page, you will need to use the Editor to organise your collection of projects. Check out our Setup your Hub landing page resource to help you setup 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 stakeholder 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 setup 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.