Popular Articles

  1. Commonly Used Abbreviations

    Last Updated: 03/29/2023 in Process Center HBA Overview
    3BC – Building Better Business Connections ABM – Annual Business Meeting AC – Annual Conference ACE Award – Advancement. Commitment. Engagement. Award  AG – Affinity Group AR – Annual Report BOD – Board of Directors CCP – Council of Chapter ...

  2. How to add a Primary, Secondary, or Third Contact to an HBA account

    Last Updated: 10/16/2024 in Account Management
    1. Click on Accounts 2. Type in the name of the company 3. Click on the company 4. In the Primary, Secondary or Third contact field type the name of the person you need to add. 5. Select the person's contact record from the option menu 6....

  3. Updating Default CP Benefits - (FLOW for setting up a Business Rule for Roster Members (CP Companies)

    Last Updated: 10/23/2024 in Account Management
    FLOW - Setting up a Business Rule for Roster Members (CP Companies) Creation Date: Mar 25, 2022 Created By: Bridget Fairbanks 1. Click on Advanced Find 2. Click on Roster Members from Look for: 3. Click on Roster Members - set ...

  4. Member Growth by Region

    Last Updated: 11/18/2024 in Data Center Geographies
    membership growth by region 2023.xlsx   2018 2019 2020 2021 2022 2023 2023 Growth ASIA PACIFIC 0 0 16 85 427 727 70% CANADA 0 48 89 193 273 399 46% Canada Region 0 5 26 64 89 96 8% Canada Region - ...

  5. How to update Microsoft account email

    Last Updated: 08/12/2024 in Process Center Protech (UX365) SharePoint Access
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  6. Events - How to find the HBA Event Code or Meeting ID

    Last Updated: 08/11/2025 in Process Center Protech (UX365) Events & Event Registrations
    Events - How to find the Meeting ID or HBA Event Code Creation Date: Aug 11, 2025 Created By:  Bridget Fairbanks View most recent version  1. Click on My Work 2. Click on Meetings 3. Click on Meeting Settings 4. In the searc...

  7. Removing an Event from the HBA Website

    Last Updated: 10/22/2025 in Process Center HBA Website
    Creation Date: Aug 23, 2023 Created By:  Bridget Fairbanks View most recent version  1. In Protech, change the settings of the event to unpublish the event.  Click on the Web Parameters tab and change the  "Exclude from Dru...

  8. Speaker Agreement - Adding a New Year to the Speaker Agreement Form

    Last Updated: 12/04/2024 in Process Center HBA Website
    Speaker Agreement Form - updating the drop down with the new year Creation Date: Dec 04, 2024 Created By: Bridget Fairbanks   1. Log into Protech. Click on the Advanced Find. Click on the drop down arrow next to Settings  2. Click on S...

  9. Creating an Add to Calendar Link

    Last Updated: 11/16/2023 in Process Center HBA Website
    1. Open a new Outlook Calendar Appointment and input the data for the event 2. When complete, click on "File" then "Save As" and input the file name. Make sure the "Save as Type" field is set to: iCalendar Format 3. In Drupal, hover ov...

  10. 2024 Membership Overview

    Last Updated: 02/11/2025 in Data Center Individual Membership Historical Data
    January 1 2024  membership demographics Jan 2024.pptx ...