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End User Access Levels- Recommendations for Real Estate Edition
As a Real Estate Association supporting your members, you want to ensure that Brokers, Office Managers, and Agents have the appropriate editing capabilities within the Info Hub for their needs. Setting up these access levels correctly makes sure that Brokers and Office Managers can access their brokerage-related invo…
View Continuing Education Activity
Member can view their certification/continuing education activity in their Info Hub. * In the Info Hub left-hand navigation panel, click Continuing Education . * Click the Activity tab. The Activity tab will list all the components the contact has registered for and if they have been completed, as well as t…
Edit Testimonials in the Info Hub
Members who have submitted testimonials may edit the testimonials they have submitted. NOTE : The member must have at a minimum Edit access to Web Content in the Info Hub. NOTE: If you have renamed Testimonials to your specific terminology, your custom terminology is displayed. The instructions below use the…
View News posts in the Info Hub
Your members can view and add News via the Info Hub. NOTE: If you have renamed News to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. * Click News in the left-hand navigation panel. NOTE if you have renamed News to custom terminology, …
View Testimonials in the Info Hub
Testimonials are a great way for your members to share their thoughts about events, membership, etc. in the Info Hub. Testimonials may be viewed, edited and added via the Info Hub. NOTE: If you have renamed Testimonials to your specific terminology, your custom terminology is displayed. The instructions below u…
Add a Testimonial in the Info Hub
Members may add testimonials via the Info Hub. NOTE : Members must have at a minimum Create access to add testimonials. NOTE: If you have renamed Testimonials to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. * Click Testimonials in …
View Coupons in the Info Hub
Your members can view and add coupons via the Info Hub. NOTE: If you have renamed Coupons to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. * Click Coupons in the left-hand navigation. You can view the coupons in a card view, or click th…
Edit a News item in the Info Hub
Your members can view and add News via the Info Hub. NOTE: If you have renamed News to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. Members may edit the news articles that they have submitted. The member must have at a minimum Edit acce…
View Certification Status in the Info Hub
If using the Continuing Education module, your members may view their certification status, apply to your certification programs, and sign up for certification events via the Info Hub. In the Info Hub left-hand navigation panel, click Continuing Education . TheOverviewtab will display the following: * My Certi…
View Job Postings in the Info Hub
Your members can view and add Job Postings via the Info Hub. NOTE: If you have renamed Job Postings to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. * Click Job Postings in the left-hand navigation. NOTE if you have renamed Job Postin…
