Popular Articles

  1. 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....

  2. Historical Annual Conference Attendee Data

    Last Updated: 11/18/2024 in Data Center Events Annual Conference
    2024 AC Attendee Data:  2024 AC Attendee Demographics.xlsx

  3. Headshot/Profile Picture - How to update someone else's picture

    Last Updated: 01/23/2025 in Process Center HBA Website
    Picture/Headshot - How to change someone else's profile picture Creation Date: Jan 23, 2025 Created By: Bridget Fairbanks 1. Click on Contacts 2. In the search bar, type the last name and first few letters of the first name of the ...

  4. HBA Academy - Adding Promotion to ALL Academy Products

    Last Updated: 08/11/2025 in Process Center Protech (UX365)
    HBA Academy - Adding a Promotion to ALL Academy Products Creation Date: Aug 11, 2025 Created By: Bridget Fairbanks The first step in this process is to create your promo code that you want to apply to all HBA Academy Products 1. Click ...

  5. How to update volunteer application recipient

    Last Updated: 08/20/2024 in Process Center Help Scout
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  6. Cancelled Event - Bulk Cancellations & Refunds

    Last Updated: 02/07/2025 in Process Center Protech (UX365) Events & Event Registrations
    Bulk Meeting Registration Cancellation Creation Date: Feb 07, 2025 Created By: Bridget Fairbanks 1. Click on MW… 2. Click on Meetings 3. Click on Bulk Registration Cancellation 4. Click on Bulk Meeting Registration Cancellation ...

  7. Cancelling a WOTY Table

    Last Updated: 10/24/2024 in Process Center WOTY (Woman of the Year)
    Cancelling a WOTY Table Creation Date: Oct 24, 2024 Created By: Bridget Fairbanks   1. Click on Tables 2. Select the table and then Click on Edit 3. Click on Related Event Registrations (Seats) 4. Select all 10 seats 5. Click ...

  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. Activating an Inactive Event Meeting

    Last Updated: 02/11/2025 in Process Center Protech (UX365) Events & Event Registrations
    Activating an Inactive Event Meeting Creation Date: Feb 11, 2025 Created By: Bridget Fairbanks   1. Click on Advanced Find Create advanced search queries. Press enter to open in new window. 2. Select Meeting Setup from Look for: 3...

  10. 2023 WOTY Survey Summary

    Last Updated: 05/22/2025 in Data Center Events WOTY
    Deck available here: WOTY 2023 Summary.pptx ...