CONTENTS - Info Hub

January 29, 2026 10:47 Updated

Overview
Customize the Info Hub
- Customize Info Hub Colors
- Customize Info Hub Home Page
- Customize Home Page Referral Message
- Customize Referral Form Message
- Customize Event Calendar View in the Info Hub
- Auto Approve Events Submitted via Info Hub
- Info Hub Terms/Acceptance
  - Set up Info Hub Terms/Acceptance
  - View Accepted Info Hub Terms/Conditions
- Customize the Info Hub Headers/Footer
- Add Links to Info Hub Navigation
- Creating Links/URLs for the Info Hub
  - Internal Redirect URLs
  - Static URLs
Staff Access to the Info Hub
Member Access to the Info Hub
- Set up User Info Hub Login Settings
- Allow Users to Manage their Invoice Delivery Preference
- Create a New Info Hub Access Level for Members
- Edit User Access Levels
- Send Info Hub Login Link to Users
- Change Info Hub Access Level
- Disable Info Hub Access
- Re-enable Info Hub Access
- Delete User Info Hub Access
- Troubleshooting Info Hub Member Access
Promote the Info Hub to your Members
Invite Members To Login to the Info Hub
Single Sign On To Info Hub
Log in to the Info Hub
Switching Organizations within the Info Hub
User Name/Password Reset Options
- Reset Password from Info Hub Log-in Screen
- Change Password via the Info Hub
- Reset Password from the back office
- Reset User Name via the Info Hub
Create an Account from the Info Hub Login Screen
Update Contact Information in the Info Hub
Update Related Businesses Information in the Info Hub
Update Related Contacts in the InfoHub
Send a Referral from the Info Hub
View Billing Transactions and Pay Invoices in Info Hub
- Store Credit Cards in Info Hub
- Delete a Credit Card Stored in the Info Hub
- Store Bank Account/ACH Profile in the Info Hub
- Pay an Invoice in the Info Hub
- Download an Invoice from the Info Hub
- Manage AutoPay Preferences in the Info Hub
My Billing Info
- Make a Payment tab
- Autopay & Billing tab
- Billing History tab
Manage Invoice Delivery Preferences in the Info Hub
Update Directory Listing Information in the Info Hub
Manage Email Subscriptions in the Info Hub
Manage Events in the Info Hub
- View Full Event Details via the Info Hub
- Register for an Event via the Info Hub
- Update Event Registration via the Info Hub
- Register Additional Attendees via the Info Hub
- Add an Event via the Info Hub
Working with Web Content in the Info Hub
- Working with Web Content in the Info Hub- Coupon
- Working with Web Content in the Info Hub - Job Postings
- Working with Web Content in the Info Hub - News
- Working with Web Content in the Info Hub - Testimonials
- Approving Web Content Submissions
Working with Resources in the Info Hub
- View Resources in the Info Hub
- Add Resources to the Info Hub
- Deleting Files and Folders in the Resources tab
- Share Links to Resources to the Info Hub
- Add Resources Viewable by the Member and Staff Only to the Info Hub
- Hide the "My Files" tab in the Info Hub Resources
- Info Hub Resource Tracking
Working with Certifications in the Info Hub
- View Certification Status in the Info Hub
- View Certification Course Catalog
- Enroll in a Certification Program from the Info Hub
Info Hub Forum
- Info Hub Forum Overview
- Info Hub Forum Structure
- Info Hub Forum Initial Setup
  - Enable the Info Hub Forum
  - Configure Info Hub Forum Categories
  - Create Info Hub Forums
  - Searching/Filtering the Forum
  - Watching Topics/Forums
  - Working with Topics in the Forum
- Info Hub Video Tutorials
- Info Hub Training for your Members