Popular Articles

  1. How to Restore SharePoint Access

    Update the committee member record comments field, which will also trigger the flow that adds access to the SharePoint sites for all regions that have been currently set up. In this case, I updated the below record by adding "Add to SharePoint" text...
  2. Adding a Member to a Committee

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

    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. Invoices - How to check if a promo code was used

    Invoices - How to check if a promo code was used Creation Date: Aug 11, 2025 Created By: Bridget Fairbanks  1. Click on Contacts 2. In the search bar type the name or email of the contact 3. Double click on the contact record you wa...
  5. How to add a Primary, Secondary, or Third Contact to an HBA account

    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....
  6. Creating Promo Codes

    Creating Promo Codes & Attaching to Event Registration Creation Date: Aug 25, 2022 Created By: Bridget Fairbanks 1. Log into Protech 2. Scroll down and click on Promotions 3. Click on New 4. Type in the name/short description o...
  7. Cancelled Event - Bulk Cancellations & Refunds

    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 ...
  8. How to Add the All-Staff SharePoint

    Open Microsoft Edge or Internet Explorer; the steps below will not work in other browsers Paste this link into Microsoft Edge or Internet Explorer: https://hbanet2..com/sites/HBAStaffDoc/Shared%20Documents/Forms/AllItems.aspx If you are not ...
  9. How to Add a Question to the Event Registration

    Adding a question(s) to the registration process Creation Date: Aug 24, 2022 Created By: Bridget Fairbanks 1. Log into Protech 2. Click on My Work 3. Click on "Meetings" 4. Click on Meeting Setup 5. In the search bar, start typi...
  10. Historical ELS Attendee Data

    2024 ELS Attendee Data:  2024 ELS Attendee Demographics.xlsx