In all likelihood, your event is going to be attended by many people with varied roles. There will be people who attend your event specifically to speak during a presentation, who we commonly refer to as speakers. There will be people managing all that goes into the execution and preparation of those sessions, typically referred to as session owners. On top of that, you're going to expect a ton of attendees who come to your event to schedule informative meetings with your staff and learn as much as they can.

Managing several hundred (or thousand) users with varied sets of responsibilities may seem like a tedious task. Hubb provides tools to mitigate confusion and make for a seamless user management experience. As an Admin, adding users into your site is one of the first steps you'll take in preparing for your event. Once you add users into your site, you will be able to send them email invitations to join and set up their profiles.

Note: Do not duplicate users. Duplicate users can cause confusion and can impact a person's ability to sign into Hubb. 

Add a Single User

From the Admin portal, click on Users > Add Users:

 

From here, you can add the user's information. The required fields are: Attendee ID, Job Title, First Name, Last Name, Email Address and Role

• Attendee ID must be a unique set of characters for each User. We recommend using a standard convention, like a combination of the user's initials and a set of numbers (i.e. EAS6001JM, EAS6002RA; EAS6003EM)
• Each user must have a unique email address
• A single user may have multiple roles and no additional accounts need to be created

When you're finished, click Save. To confirm that the user already exists in Hubb, you can search for them under Users > All Users. From here, you can search for users by the name, email, or other user information.

 

How to Edit a User Profile

Once you add a user into Hubb, you may need to edit their user information.

From the Admin portal, click on Users > All Users:

From here, you can locate the user by filtering, scrolling, or searching. In this example, we're going to search for our user and edit their profile by clicking the Edit (pencil) icon next to their name:

From here, you can update any of the user's information. When you're finished, click Save.

 

Inline Editing Users

An alternative, quicker way to edit user information is by making inline edits within the user grid. To do so, just click on any field you'd like to edit:

Once you make any changes, a green Save button will appear in the top right corner. Remember to save your changes!

 

How to Delete a User

If any of your users are no longer participating in your event, you can delete their account from Hubb at any time.

WARNING: Deleting a user from Hubb is permanent, so be cautious when deleting users. If you aren't sure, you can disassociate the user from any session, which will remove their access to that session.

From the Admin portal, click on Users > All Users:

From here, you can locate the user by filtering, scrolling, or searching. In this example, we're going to scroll and find our user. Once we find them, we'll click on the User Details (paper/magnifying glass) icon next to their name:

In the top right corner, click the Delete User button. After you delete your user, a notification will appear on the next page:

Importing Users Into Hubb

To import multiple users into Hubb, you will need to upload a spreadsheet. Before you import your spreadsheet, a few things to keep in mind:

• Row 1: Column headers must match the Profile Fields set up for Users in Hubb in order for the imported data to map correctly. (For more on Profile Fields, check out Create Custom Profile Fields)
• First Name, Last Name, Email Address, and Role are required fields for a successful import. All other Profile Fields are optional.
• For multiple roles, separate each role with a "|"
• Make sure to save the document as a "xlsx or .csv file.

From the Admin portal, click on Users > Import Users:

In the top right corner, click the Start New Import button:

Under Choose Data Type, select User and uncheck the Allow Duplicates box. After you upload your .xlsx or .csv file, click Next in the upper right hand corner:

Next, you'll need to match Your File Fields (your spreadsheet's column headers) with the Hubb Field (Hubb's default profile fields). For each of Your File Fields, click inside its corresponding box under Hubb Field and select the one that matches most closely. Repeat these steps for all fields in "?" status and click the Next button when you're finished:

Your last step will be to review your mapped fields. Click Next when you're done reviewing them and click Import to complete.

 

How to Bulk Edit Users

Hubb supports bulk editing to help you make changes to multiple users at once.

From the Admin portal, click on Users > All Users:

Notice the check-boxes on the left portion of the grid. You can use them to select a handful of users, or all of your users at once.

After you've selected your users, navigate to one of those users and click a single cell within the field column you'd like to edit. Making an edit in this column will update that field for all the users you've selected:

Once you've entered an edit for your selected users, you'll be prompted with a confirmation window. Keep in mind that all previous data in this field will be overwritten with the update, so be cautious when bulk editing!

Notice that all selected users have been updated. Continue making as many changes to your users as necessary and click Save when you're finished.

 

Have any questions? Feel free to contact our support team at support@hubb.me.