The Goal: Manage Info Hub resources from the back office—add, edit, delete, categorize, and share documents, links, and files with your members—without logging in to the Info Hub.
Before You Begin:
- You manage Info Hub resources from the Shared Files page under Memberships, Info Hub section (formerly the Cloud’s Resources tab).
- You must have the appropriate access to add, edit, or delete resources in the Info Hub.
- You can restrict access to resources by list or committee, so decide which members should see each resource before you share it.
Step-by-Step Instructions
From the Shared Files page (Memberships, Info Hub section), staff can add, edit, delete, categorize, and share resources with contacts in lists or committees. Use the guides below to work through each task:
- Review what is already available, then add the resources your members need.
→ View Resources in the Info Hub
→ Add Resources to the Info Hub - Share resources—either as links or restricted to staff and the member only.
→ Share Links to Resources to the Info Hub
→ Add Resources Viewable by the Member and Staff Only to the Info Hub - Control what members see and clean up files and folders when needed.
→ Hide the "My Files" tab in the Info Hub Resources
→ Deleting Files and Folders in the Resources tab - Track how members are engaging with the resources you share.
→ Info Hub Resource Tracking
Common Pitfalls
- Forgetting to set access restrictions: If you do not restrict a resource to specific lists or committees, it may be visible to more members than intended. Decide who should see each resource before sharing it.