Popular Articles

  1. How to check who is a Community Admin

    Last Updated: 07/10/2024 in Process Center Community
    1. Click on HBA COMMUNITY 2. Click on Admin 3. Click on Community 4. Click on Reports 5. Click on Community Admins 6. Click on View Report # Report 7. Select Branch from Select Community Type 8. Click on View Report ...

  2. How to update volunteer application recipient

    Last Updated: 08/20/2024 in Process Center Help Scout
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  3. Add tasks to get things done

    Last Updated: 09/05/2024 in Process Center Asana Basics
    Tasks are Asana's basic unit of action. They help you stay organized and make things happen. You can use tasks two ways:  As an action item or to-do.  As a way to store or share notes and reference information. Assign tasks to anyone  You ca...

  4. 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 ...

  5. Creating Promo Codes

    Last Updated: 11/18/2024 in Process Center Protech (UX365) Events & Event Registrations
    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...

  6. How to Add a Question to the Event Registration Updated

    Last Updated: 07/23/2025 in Process Center Protech (UX365) Events & Event Registrations
    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...

  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. 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 ...

  10. 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...