Info Hub

One of the great features of GrowthZone is The Info Hub, a member center that enables your users to access key information and actively engage with your organization. The Hub allows users to search the directory of other members, see upcoming events, submit events, signup for lists and committees, view their membership details, view and complete billing-related steps (pay invoices, view past billing, see open invoices, etc.), see completed certifications (if applicable) and more.

Customize Info Hub Display

The display of your Info Hub may be customize to suit your specific needs. You can customize the greeting your members will see when they log-in, customize the header and footer, and choose to hide/show certain elements.

Add a Greeting Message to Info Hub

You may personalize the initial Info Hub greeting message.

1. Click Setup in the Navigation Panel.
2. Click Info Hub Settings in the Website section.

   

3. Update the Welcome Message as needed. You may use the standard word processing tools (i.e. bold, italics, etc.) as well as add images and links.
4. Click Done to save your changes.

Customize the Info Hub Headers/Footer

HTML may be added to inject css/js into the Info Hub Pages. This is useful if you wish the look and feel of the Info Hub to match your web-site. Header/footer and colors can be configured to better match your web-site. Please contact GrowthZone for further information on this feature.

1. Click Setup in the Navigation Panel.
2. Click Info Hub Settings in the Website/Content Management System section.

   

3. Enter desired HTML for headers and footers
4. Click Done to save your changes.

Info Hub Terms/Acceptance

If you wish to require that your members see your privacy policy and consent prior to accessing the Info Hub, select your Hub Terms/Acceptance in the Term/Acceptance section of the Info Hub Settings.

Select your Hub Terms/Acceptance from the drop-down list. Terms/Conditions that you created under Services, Products and Commerce will be displayed in the drop-down. If you wish to create a new Term/Acceptance, leave the drop-down set to Select a Hub Terms/Acceptance and click the . See Setup Your Terms & Conditions for further instructions.

Once the user has accepted the terms/conditions, they would not be prompted to accept the terms in the future. However, if a change is made to the terms/conditions and you wish to have user re-accept, click the Reset Users Terms/Acceptance button.

How to view who has accepted your Hub Terms/Conditions

If you have enabled Terms/Acceptance settings, you can easily see who has accepted your terms, and which version of the terms they have selected.

1. Click Setup in the left-hand navigation panel.
2. Click Info Hub Settings.
3. Click View Acceptance in the Info Hub Terms/Acceptance section.

When terms are accepted the system will log :

• Contact Name/ID
• Accepted (or Null)
• Terms/Conditions Name
• Timestamp
• IP & Browser info

Add Links to Info Hub Navigation

External links may be added directly to the left navigation panel in the Info Hub. The links will be displayed in the same section as the Web Content (jobs, hot deals, etc.)

1. Click Setup in the left-hand navigation panel.
2. Click Info Hub Settings.
3. Click the Links tab. A list of the links you have currently configured for your system will be displayed.

   

4. Click the Add button.

   

5. Name: Enter a name for the link. This is the name that will appear in the left-hand navigation.
6. Link URL: Enter the link URL.
7. Display Order: Enter the desired location of the link in the left-hand navigation. You may used negative numbers to display the links below the web content items.
8. Hub Icon: (Optional) You may enter a a Font Awesome icon to be displayed on the navigation panel for this item in the Info Hub. For Example: Entering fa-shopping-basket will display a shopping basket in the Info Hub menu. Visit the Font Awesome website. The icons you choose must be for supported FREE icons version 5.0.12 or less.
9. Click Done.

Setup Info Hub Access

The actions that your members may perform via Info Hub are driven by the Access Level you have granted to them. By default, your new contacts will be given "View Only" access to the hub when you first set them up. "View Only" will allow the member to view the Info Hub, and update their own info, access their billing information, and pay bills. They would not, however, have rights to enter new hot deals, job posting, events, and so on. Click Here for further information on access levels.

Setup User Info Hub Login Settings

The Login Settings allow you to define default access levels, user validation methods, and password configuration for access to the Info Hub.

1. Click Setup in the Navigation Panel.
2. Click Login Settings in the Users Section.
3. Configure the following settings:

   • Allow Contacts to create their own accounts - Selecting this option enables the Create Account button on the Info Hub login screen. The Account Validation Options discussed below are used for authentication of the new user. By default, when this setting is enabled, a contact must enter their email address to authenticate to the database that they have rights to sign up for the Info Hub. If their email address is present, they will be able to create log-in credentials.
   • Default Access Level - Select the access level that you wish to, by default, provide to new contacts. All access levels you have configured for users of the Info Hub will be displayed for selection. Click here to view the steps to create new Access Levels.
   • Enable Access Levels by Membership Types for Info Hub Accounts - (Advanced Option) If you wish the flexibility to offer different benefits to the Info Hub hub based on different membership types, select this setting. When selected a list of all the membership types you have configured in your database will be display. You may select the access level you wish provided for each membership type. NOTE: The default access level will be automatically applied for new memberships. If the membership is upgraded or downgraded, you will need to manually adjust the access level which can be done easily when adjusting a membership. Additionally, you have the flexibility to manually change an access level for any contact at any time; they are not bound to the level set by their membership type at account creation.

   

   • Account Validation Options - These settings allow you to define how a user can activate their access to the Info Hub. NOTE: These settings are only displayed if Allow Contacts to create their own accounts is enabled. See above. NOTE: The system will always use Last Name and Email for validation.
     • Require Membership Number or Invoice Number For Account Activation - If this setting is selected, your system will validate whether a user can create a log-in to the Info Hub by verifying whether there is an existing membership number OR invoice in the system. When enabled, only a contact with an invoice number or membership number can create an account. This is most often used in cases where you do not want any non-member contacts creating hub accounts. An additional field is displayed on the Create Account screen, Membership/Invoice#. This field must be filled in and validated against the database to allow the use to create log-in credentials. NOTE: The system is looking for an active membership or invoice number. To make it easier for members to validate, the system is not validating on exact the BILL TO name on the invoice. This avoids problems where someone else at the organization pays the bills but all employees need to create hub accounts.

   

   • Enable Activation via email domain matching - Beta - NOTE: This setting must be enabled by GrowthZone. If your membership structure provides benefits to any employee of a member organization, enabling domain activation would allow the system to identify those employees base on their email domain. This would make it simpler to ensure that those employees may access member-only pricing when registering for events.

   • Enhanced Account Security Options

   • Enable Context Aware Staff Permissions - (Advanced Option) enabling this setting will allow you to create user (member) access levels that provide access to the back office. Click here to view the steps to create new Access Levels.
   • Enable Password Reset Challenge - (Advanced Option) If selected, when a member creates their password they will be prompted to answer a security questions. This will then be an option in assisting them with resetting their password. The security question options users will have to choose from are:

   What was the name of your favorite pet?

   What was the name of your elementary school?

   What was the name of your childhood best friend?

   

   NOTE: For members who have already created their password, the next time they log into the system they will be presented with: If enabled, the next time a user logs into the hub, they will be presented with the message: Please complete your password challenge question. The question will also be presented when a user wishes to reset their password.

   • Required Password Length - if you wish to set a specific minimum password length, enter the minimum required. Setting to zero indicates no specific length is required.
   • Required Numerical Characters - if you want password with a specific minimum number of numerical characters, enter the minimum number required. Setting to zero indicates that no minimum is required.
   • Required Special Characters - if you want password with a minimum number of special characters, enter the minimum number required. Setting to zero indicates that no minimum is required.

   NOTE: If you have enabled password conventions, along with allowing individuals to create their own accounts, the password conventions will be enforced when a member attempts to create the account on the Info Hub log-in screen.

   • Single Sign On - CURRENT STATE (2/13/2018) Allows a member of any IIABA state associations the ability to login to the Hub or register for an event with their national login/password. To do this we SAML V2.
     • Require Members To Login With SAML - Enable this setting if members must use their national login/password.
     • SAML Identity Provider (IdP) - Enter your SAML Identity Provider (IdP)

4. If you have made changes, click the Save button.

Setting up Individual's Info Hub Access

If you have configured your Member Application form to automatically provide Info Hub access, the individual filling out the member application will be routed to the log-in page where they will be able to create their own account. See Create a User Info Hub Account. The user will be given the access level you selected in the Log-in settings.

When you add new individuals to your data base (Click Here to learn more about adding new individuals), you will need to send them an email with instructions on how to setup their log-in credentials to the Info Hub:

1. From the individual contact profile tab, click the Actions button.

   

2. Click User Login.

   

3. Select the User Access Level you wish to provide this user from the list. The default user access level (defined in Setup > Users > Login Settings) is displayed.
4. If the user is affiliated to an organization (s), select the access level the user should have for each organization. NOTE: When the user accesses the Info Hub, the system will given them the greater of the two access levels.
5. Ensure the Send Login Instructions Email check-box is selected.
6. Click Done.

An email with instructions on setting up their log-in credentials will be sent, as shown below. When a receives the email to create an account and clicks the link, the user name is pre-populated with an email address to try to push customers to use this standard convention for usernames. The link in the email has a 72 hour expiration. So the link no longer usable after 72 hours. When a user clicks on one of those links in the email after that timeframe they will be prompted to request a new link.

Within the email sent to the member, they will find a link to access the Create an Account screen.

1. The members email address is listed as recommended Username but they may change this.
2. They may then enter their own Password. They must repeat the password; if the passwords do not match The Passwords do not match will be displayed. The user must fix the mismatch before they will be able to save the credentials.
3. Click Save. The upon submission, the log-in screen will open. They will then enter their credentials to access the system.

Change an Individual's Info Hub Access

If you have configured your Member Application form to automatically provide Info Hub access, the individual filling out the member application will be routed to the log-in page where they will be able to create their own account and will be given the access level you selected in the Log-in settings. Additionally, when you add new contacts through the database, the contacts will be given the default access you have setup in the Log-in settings.

You can change an individual's access to the Info Hub:

1. Open the contact's profile page.
2. Click the common tasks Actions button.
3. Click User Login.

   

4. Select the desired Access Level from the list.
5. Manually Set Password - Use this option when you need to reset a user's access from the back-office.
6. (Optional) - Click Advanced Options

   • When you set the Access level (top of screen) for the Contact, if that contact has related organizations, default the same access level to those related organizations.

7. Click Done.

NOTE: This screen may also be used to send login instructions.

Disable User Info Hub Access

You can easily "turn off" a users access to the Info Hub. Disabling access, rather than deleting access, allows the system to reserve this members user name and password, so that you can easily re-enable in the future. This should be used when you wish to temporarily disable a member's access.

1. Open the contact's profile page.
2. Click the common tasks Actions button.
3. Click User Login.

   

4. Click the Disable button.

Re-enable User Info Hub Access

If you have disabled a user's access to the Info Hub, you can easily re-enable access.

1. Open the contact's profile page.
2. Click the common tasks Actions button.
3. Click User Login.

   

4. Click the Enable button.

Logging in to Info Hub

You may include a member login link on your web-site to open the Info Hub log-in screen.

1. Enter User Name.
2. Enter Password.
3. Click Sign In.

NOTE: Menu options and permissions available to the member are driven by the access level that they have been assigned.

Info Hub User Forgotten Password Reset Options

If a user has forgotten his/her password, he/she may click the Forgot your Username or Password? link on the Info Hub log-in screen OR' staff may reset the password manually from the back-office.

Reset Password from Info Hub Log-in Screen

If a member has forgotten his/her password, clicking the Forgot your Username or Password? link will allow them to Enter your email address to receive an email with your login(s) or Or Enter your username to reset your password.

1. On the Info Hub Log-in Screen

   

2. Click the Forgot your Username or Password? link.

   

3. Enter your email address to receive an email with your login(s) to receive user-name
4. Or Enter your username to reset your password to receive password reset instructions.
5. Click Go. An email will be sent to the user with the requested information.

Reset an Info Hub Users Password from the Back-office

If the user requests assistance in resetting their Info Hub password, you may set a temporary password from the back-office. Click here for instruction.

Create A User Info Hub Account

In certain situations, you may not be sending an email to a user with instruction on creating their account. A user may have access the Info Hub log-in screen, or you may have directed a new applicant to the Info Hub after completion of the membership application. In this situation, the user can click the create an account button to create their user name and password.

1. On the Info Hub log-in screen

   

2. Click the Create an Account link.

   

3. Enter First Name.
4. Enter Last Name.
5. Enter Email Address.
6. Membership / Invoice # (Optional) - If you have included the additional validation method Require Membership Number or Invoice Number For Account Activation an additional text box will be displayed to require the user to enter Membership / Invoice #. When enabled, only a contact with an invoice number or membership number can create an account. This is most often used in cases where you do not want any non-member contacts creating hub accounts.
7. Click Submit.

When a user creates a new account, the database will check both the last name and email (first name does not need to match):

• If a match is found in the database for the email and last name, a create login email will be sent to the user. The user will receive the following notification in the browser "An activation email has been sent to you. Please check your inbox to complete your account setup. Back to Member Login". Within the email sent to the member, they will find a link to access the Create an Account screen.

• If a match is not found, a notification will appear that an account cannot be created based on the email and last name provided.

NOTE: If you have enabled Require Membership Number or Invoice Number For Account Activation, if the system cannot find an invoice/membership, the message "We were unable to find that invoice/membership number. Please try entering it again or contact <your association name> for assistance."

Changing Organization within the Info Hub

In the situation where a member is associated with multiple organizations, a Change Org link is displayed under that member's name in the Info Hub.

NOTE: When the member changes organizations, the permissions associated to the selected organization will immediately be applied.

Update Contact Information in the Info Hub

A member may update their own existing contact information or add new contact information in the Info Hub.

1. Click My Info in the Navigation Panel. The screen will display the Contact info tab.

   

2. Click the icon in Contact Info to add additional contact details OR click the pencil icon to edit existing contact details.

   

3. The LISTS/COMMITTEES section will display committees to which this member belongs.

   • The member can click the X adjacent to a list/committee that they no longer wish to belong to, OR
   • The member can click the icon in the Lists/Committees section to view the lists/committees available to join and join.

   

   -

   NOTE: Only lists/committees that you have configured for Users Can Join will be displayed in the list. See Working with Lists/Committees for further information.

Update Related Businesses Information in the InfoHub

A member may update related organization information via the InfoHub.

NOTE: In order for a member to update Related Businesses, they must have at a minimum Edit rights to Related Contact Info. See Setup InfoHub Access for details on access levels.

1. Click My Info in the Navigation Panel.
2. Click the Related Businesses tab.

   

3. Click the icon to add additional organization information. NOTE: You must have Create privileges to add new information.

   OR

4. Click the to edit existing information.
5. Click Save if changes have been made.

Update Related Contacts in the InfoHub

A member may add or edit additional contacts related to a business via the Info Hub.

NOTE: In order for a member to update Related Contacts, they must have at a minimum Edit rights to Related Contact Info. See Setup InfoHub Access for details on access levels.

1. Click My Info in the Navigation Panel.
2. Click the Related Contacts tab.

   

3. Click the Add Contact button to add a new contact. NOTE: Create privileges are needed to add new information.

   OR

4. Click the to edit existing information. NOTE: This option also allows the member to send the reset password email to the contact.
5. Click Save if changes have been made.

Send a Referral from the Info Hub

The Info Hub makes it easy for your members to refer non-members to your organization.

NOTE: In order for a member to send you a referral from the Info Hub, they must have Create access to Referrals. See Setup InfoHub Access for details on access levels.

1. Click My Info in the Navigation Panel.
2. Click the Refer Others tab.

   

3. Fill in the required field (Organization, First Name, Last Name, Email Address)
4. (Optional) Enter Comments.
5. Select whether the organization may mention you as the person who referred them.
6. Click Submit.

NOTE: Staff Members who have subscribed to the Member Referral notification will receive an email with the details of the referral

View Billing Transactions and Pay Invoices in InfoHub

Members may view their account history, and pay bills within the InfoHub.

NOTE: In order for a member to manage an organization's account, they must have at a minimum Create rights to Organization Account Info. In order for a member to manage their own account, they must have at a minimum Create rights to Individual Account Info. See Setup InfoHub Access for details on access levels.

1. Click My Info in the Navigation Panel.
2. Click the Account tab.

   

   • Scheduled Billing Items: This section displays any current recurring billing configured for the member. The member may ONLY assign or change the stored payment profile associated to the schedule (by clicking the icon). A change to the actual schedule must be made by staff in the back office.

   

   • Payment Profiles: Any stored payment profiles will be displayed in the section.
   • Balances: The balances section will display the current balances for this members.
   • Open Invoices: The open invoices section will display all of the open invoices for this member.
   • Billing History: This section will display all transaction history, including payments, invoices, refunds, credits and so on.

Store Credit Cards in Info Hub

Your members may easily store their credit cards and/or bank account information via the Info Hub.

1. Click My Info in the Navigation Panel.
2. Click the Account tab.

   

3. Click the icon in the Payment Profiles section.

   

   • Associate With: This setting allows you to define whether the profile is associated to the user or the organization. By default the name of the user logged into the Info Hub will be displayed.
   • Payment Profile Type: Select Credit Card
   • Enter all required credit card and address information.

4. Click Done.

The Credit Card is now available to the user/organization for payment of bills through the Info Hub, when registering for events, purchasing from the store, etc. Additionally, the credit card is available in the back-office for payment of bills and setting up automated payments.

Pay an Invoice in the Info Hub

1. Click My Info in the Navigation Panel.
2. Click the Account tab.

   

3. Click the arrow on the Actions button for the invoice to be paid.

   

4. Click Enter Credit Card.

   

5. Enter Credit Card Information OR select a previously stored credit card. If entering a new credit card, you may elect to store the credit card for future purchases by enabling Store Payment Info For Future.
6. Select the invoices you wish to pay.

   NOTE: If you wish to pay invoices for other contacts related to the organization, enable the Advanced Options and enable the Display Related Contacts' Invoices. The invoices for all contacts related to the organization will be displayed in the invoice list for selection.

7. Click Done.

NOTE: When a member pays an invoice via the Info Hub, an automated message is sent to those staff members who have signed up for the Invoice Payment Received email notification. See Setting Up Automated Email Notifications for further information on subscribing to email notifications.

Download an Invoice from the InfoHub

If you wish a copy of an invoice, you may download it from the Account tab in the InfoHub.

1. Click My Info in the Navigation Panel.
2. Click the Account tab.

   

3. In the Open Invoices or Billing History section, click the arrow on the Actions button for the invoice you wish to download.
4. Click Download Invoice.

Update Directory Listing Information in the Info Hub

NOTE: The member must have create access level to the Directories to be able to update the directory listing settings. See Setup InfoHub Access for details on access levels.

The settings available to be updated will be dependent on the directory listing type this member has been provided:

1. Click Directory Listing in the Navigation Panel. The current directory listing type will be displayed.

   

2. In the Actions column, click the pencil icon.

   

3. The following directory listing settings may be updated.
   • Alternative Display Name (Leave Blank if Same as Contact) - This is the name of the organization that will be displayed in the directory.
   • Short Description - The short description is displayed with the search results.
   • Description - The description is displayed when the organization is selected from the directory.

   Keywords - Keywords are used to search the directory.

   Highlights (for Directory) - Provides ability to add additional description of the organization in the directory.

   • Categories - Select the business categories under which the organization will be displayed in the directory.
   • Images - Click the Add button to add images to be displayed in the directory.

   

   • VIDEOS - Click the + button and enter a URL for video(s) to be displayed in the directory.

   

   • Custom Fields - if you have added custom fields, such as pricing or driving directions, these may also be updated for the directory listing.
4. Click Done.

Manage Email Subscriptions in the Info Hub

A member may easily subscribe and un-subscribe from the email lists in the Info Hub. Only email list that you have designed as "Users Allowed to View List" and "Users Can Join" are available for subscription/un-subscription.

1. Click My Subscriptions in the Navigation Panel.

   

   A list of email lists will be displayed. The lists to which the member belongs will be selected.

   

2. Click the check-boxes for the groups you wish to subscribe to OR de-select the check-boxes for the groups you wish to un-subscribe from.
3. Click Save.

Managing Events in the Info Hub

Info Hub users may view events, register for events, and add/edit their own events via the Info Hub.

NOTE: An Info Hub user with Create access to events may add events, but those events will require staff approval. An Info Hub user with Full Control to Events may add events without requiring staff approval. See Setup InfoHub Access for details on access levels.

View Full Event Details via the Info Hub

You can view full event details in the Info Hub by either clicking the name of the event in the event list on the right hand side, or by clicking into Events in the left-hand navigation panel, and clicking an event from the calendar. The view of the event is similar to the view that the public will see on your public web-site.

From the full events detail page, you can click the Register button to register for the event. Alternate registration methods are described below.

Register for an Event via the Info Hub

Upcoming events that have been configured to display in the Info Hub will be shown on the Info Hub Home page. If registration is available, simply click the Register button to open the event registration page.

Alternately:

1. Click Events in the left-hand navigation. The Events Calendar will be displayed in Month View, or the user may change the view to List View.

   

2. Click the event from the list, or scroll through the calendar to find and click the desired event. The Event description page will be displayed.

NOTE: If you have already registered for an event, Registered will be displayed in all locations where you would be able to register for an event. For Example, below shows the Event list on the main page.

Working with Web-Content in the Info Hub

NOTE: Info Hub users must have a minimum of Create access to Web Content to add new hot deals, jobs, etc. A user with Create access may enter web content, but the content must be approved by association staff before it is published. A user with Full Control may add web content without your staff approval.

Adding a Coupon in the Info Hub

Members may add coupons from within the Info Hub. Only users with Create access to web content will be able to add coupons.

1. NOTE: If you have renamed Coupons to your specific terminology, select the link for the Coupon content list.

1. Click Coupons in the left-hand navigation.
2. Click the button.

   NOTE: The button is only available when a user has permissions to "create" web content or "edit" web content. If the user has rights to edit, they will only see the adjacent to content they have entered.

   

3. Configure the following:
   • Contact: The contact field will automatically be populated with the name of the user creating the coupon. This may be changed by selecting an alternate contact from the drop-down list.
   • Title: Enter a title for the Coupon. This title is displayed in the coupons list when viewed in the Info Hub or on your public web-site.
   • Tags: Enter desired tags. A website visitor will be able to see the tags that are applied to a web content post and be able to search and find based off of key words used in tags.
   • Description: Enter a description of the Coupon.
   • Search Description: Enter the description you wish to display when Coupons is searched on your public web-site.
   • Publish Start: Enter the date that you would like to end publishing this content.
   • Categories: Select the category to which this coupon belongs. Categories allow for organizing and filtering content on your public web-site and the Info Hub.
   • Custom Fields: If you have included custom fields for you content list, complete them as desired. In the image above we have included the Expire Date and the Promo Code custom fields.
4. Click Done.

NOTE: The Images tab is visible on the Add Content screen, however, images may only be added once the web content has been approved.

After a user submits a web content, the staff member then has the ability to approve the content. See Approving Web Content Submissions for instructions on approving content. When the staff member approves the content, the user that submitted the content will receive an email notification stating the content was approved.