Enabling Hubs

Setting up the Intake Form

Hub Settings & Messages

Choosing people type and questions

Enabling Hubs

To access and get started with setting up your Hub(s), click Hubs on the left navigation menu.

From your list of Group types, click settings on the right to get started.

If you haven’t done anything with Hubs yet, you will see this page...click Create Hub

Once you click configure Hub, you will see the different sections that you can use to set up and personalize your Hub for that Group type.

Setting up the Intake Form

The first section at the top you can set up the Intake form and Portal Onboarding steps.

Click Set up Intake Form.

The first step allows you to create a welcome message and set up terms & conditions that may need to be agreed to.

Click Next to go to Group Information. You can enter some instructions and choose what fields will be available for the submitter to provide details.

Select Question: you choose from a list of fields/questions you created on the backend already

Create Question: allows you to create a new field

Click Next: Contact Information.

Here you can set details for the group’s Primary Contact. By default, it will ask for First/Last name and Email. You can add/create any other questions you may want to use to gather details on the primary contact.

Click Next to the final step of Form Settings.

Here you can set where to drop new users and set what person type individuals who are added through the portal should get.

Click Save.

Hub Settings & Messages

The next section is Hub Settings & Messages. Here you can add instructional text for each section of the Hub to help guide individuals on what they should do in each of those sections.

Click Customize Sections and you'll this modal pop up:

Dashboard: Dashboard will always be enabled by default and is locked meaning you cannot turn this page off.

Forms: You can enable this section if you are going to assign forms for that group. This is where the forms will live on their portal.

People: Enable this section if you want to allow this group type to add people.

Reports: this is applicable only if collecting credential and asset requests via the hub. It will enable them to see a summary of requests.

Documents: enable this section if you are going to share documents or request them to upload documents.

Updates: a section of the Hub that enables you to share updates with these groups.

To enable any one of the above sections, you can click the slider bar to right. Then click on the name to expand additional options that you can customize.

The page title dropdown can be changed to Custom and then you can enter your own title. Below that you can enter a Welcome message that would appear at the top of that page within the portal.

Pro Tip:

A good welcome message has the following information:

– Instructions / guidelines for any information you wish to collect (Submitting Forms & Documents, Advancing Credentials & Catering, etc.).

– A list of important deadlines for submitting information through the Portal.

– Contact information for an administrator that should be sent any questions.

– Where to find helpful information you're sharing with them (i.e. Files, Event Updates)

The next section will allow you to set a close date. If you want to ensure individuals cannot make any changes after a certain date, you can set that here.

Also, if you want to only allow individuals to add and update existing people after they’ve already submitted, turn that function on.

Choosing People types and questions

The final setting is for you to see the people types that can be added to this group along with what items they can request (passes, assets, etc).

When you enable the type of people that will get added via this group (which ensure they are attached to the group AND makes them part of the appropriate people type within the CRM), you can then choose what data you want to collect on each individual.

Once you enable the people type, you'll have two options you can set up. The questions to ask per person and/or set up items they can request.

When you click on '_ fields selected', you can select what data you are selected. You can mark them as required or not required.

The left shows the list of fields available and when you select each they appear on the right. A red check will identify a field is required. If it is not required, it will show a grey X. You can click on the x to toggle between required and not required.

Click Done.

Clicking on Assign/Create under Available Items to Request will allow you to set up credential requests, catering requests or asset requests that would be available to each person getting added via the hub.

When you click on Assign/Create you'll have a modal that looks like this:

The existing blocks you have created will show and you can choose from those or you can Create a new item block.

IMPORTANT NOTE: one item block can exist in multiple places. If you edit an existing item block on one hub, it edits on all.

Creating a new Item block:

Select Create a new item block and then select which item block type you wish to create (passes, meals, assets, etc.).

Once you select your item category, your next screen you'll choose the individual item(s) and set a limit, if applicable.

Click Save then enter a name (if you want it to be different than the default) and a description if you wish.

Click save.

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