The Goal: Understand the back-office options for adding, managing, and viewing Info Hub Shared Files, and navigate to the relevant how-to articles.
Before You Begin:
- In v2, Info Hub Shared Files are accessed via Memberships, Info Hub section, click Shared Files — not from Cloud Drive.
- End User Access Levels affect members’ ability to see resources. A minimum access level of View is required for members to see resources in the Info Hub.
Overview
In Shared Files (under Memberships > Info Hub), staff can add and manage Info Hub resources from the back office. Staff users can add, edit, delete, categorize, and share resources with contacts in lists or committees without logging in to the Info Hub. End User Access Levels will affect members’ ability to view resources — a minimum View level is required.
Use the articles below for step-by-step instructions:
Common Pitfalls
- Members cannot see resources: Confirm the member’s End User Access Level includes at least View access for the Info Hub. Without this, resources will not be visible to them, even if they are published correctly.