CONTENTS - Info Hub

Who is this for? Staff administrators and members who manage or use the Info Hub. This is the master table of contents for every Info Hub article — covering setup and customization, member and staff access, billing, events, web content, resources, certifications, and the forum. In the v2 navigation, the Info Hub lives under Memberships, Info Hub section.

Module 1: Overview & Customization

Get oriented and tailor the look, content, and behavior of your Info Hub. (Est. Time: 30 mins)

• 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

Module 2: Access & Logging In

Set up staff and member access, manage logins, and handle username/password resets. (Est. Time: 40 mins)

• 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

Module 3: Managing Your Profile & Information

Update contact, business, and related-contact information and send referrals from the Info Hub. (Est. Time: 15 mins)

• Update Contact Information in the Info Hub
• Update Related Businesses Information in the Info Hub
• Update Related Contacts in the Info Hub
• Send a Referral from the Info Hub

Module 4: Billing & Payments

View transactions, pay invoices, store payment profiles, manage AutoPay, and set invoice delivery preferences. (Est. Time: 30 mins)

• 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

Module 5: Directory, Subscriptions & Events

Manage directory listings, email subscriptions, and event registrations through the Info Hub. (Est. Time: 25 mins)

• 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

Module 6: Web Content & Resources

Work with coupons, job postings, news, testimonials, and shared resources in the Info Hub. (Est. Time: 45 mins)

• Working with Web Content in the Info Hub
  • Working with Web Content in the Info Hub- Coupon
    • View Coupons in the Info Hub
    • Edit a Coupon in the Info Hub
    • Adding a Coupon in the Info Hub
  • Working with Web Content in the Info Hub - Job Postings
    • View Job Postings in the Info Hub
    • Edit a Job Posting in the Info Hub
    • Add a Job Posting in the Info Hub
  • Working with Web Content in the Info Hub - News
    • View News posts in the Info Hub
    • Edit a News item in the Info Hub
    • Add a News item in the Info Hub
  • Working with Web Content in the Info Hub - Testimonials
    • View Testimonials in the Info Hub
    • Edit Testimonials in the Info Hub
    • Add a Testimonial in the Info Hub
  • 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

Module 7: Certifications & Forum

Track certifications and participate in the Info Hub community forum. (Est. Time: 40 mins)

• 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
      • Watch Forums
      • Watch Topics
      • Set Preferences for Forum Notifications
    • Working with Topics in the Forum
      • Add Topics to a Forum
      • Comment on Topics
      • Edit a Comment
      • Like a Comment
      • Delete a Comment
      • Reply to a Comment
      • Edit a Reply
      • Delete a Reply
  • Info Hub Video Tutorials
  • Info Hub Training for your Members

Certification Goal: Info Hub Administrator

Completing this curriculum means you can set up, customize, and administer the Info Hub end to end — managing access, billing, events, web content, resources, certifications, and the community forum for your members.